Requests for proposal (RFP) best practices
The RFP process can seem overwhelming. We can help you get started.
RFP best practices
The start of a new year is a great time to think about planning. If you're considering evaluating your investment provider, get your due diligence buttoned up now.
A Request for Proposal (RFP) is the way to go for a clear comparison of benefits and drawbacks among various providers. Reviewing RFP Best Practices is a good way to see which best fit your overall goals.
From stress to success
Follow these steps for a smooth RFP process
RFP tool: ask the right questions
Hand-select topics that are important to you, such as performance evaluation, asset allocation, or investment philosophy. We'll send the list of questions that you need to ask.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.