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A step-by-step checklist to help your organization plan, run, and evaluate an outsourced chief investment officer (OCIO) RFP process—so you can focus on the questions that matter most.

An OCIO search is only as strong as the committee’s preparation: clear objectives, a current IPS, and a defined action plan with timelines.

Shortlisted providers should understand your operating model, goals, and key requirements—accounting rules, liquidity needs, and spending and funding demands.

Whether you review OCIO providers yourself or with a firm, evaluate total cost—including manager/strategy fees and any extra charges (e.g., travel, allocation studies, special research).

PRO TIP: RFPs often reach 50+ pages. If your list of providers is too long, you’re adding time and effort to your review.

What’s inside the checklist.

Key steps in the RFP planning and provider evaluation phases:

Compiling information about your
organization

Questions to prepare that matter most

How to build a focused provider list

Defining your evaluation team, process, and criteria

Comparing total costs/fees

And more!

Request the checklist.

First Name *

Last name *

Company *

Email address *

What is your timeframe for going to RFP? *

Within the next 6 months

7 months to a year

12-24 months

Not yet determined

Country *

Your country of residence *

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I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

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A step-by-step checklist to help your organization plan, run, and evaluate an outsourced chief investment officer (OCIO) RFP process—so you can focus on the questions that matter most.

What’s inside the checklist.

Request the checklist.

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Insights you can leverage.

What you need to know about OCIO.

Top 10 criteria for evaluating OCIO providers.