investRFP is a leading digital platform where Asset Owners post tenders, and global Asset Managers submit proposals - making fund selection smarter and more efficient experience across all asset classes.
Asset Owners: Pool function in real-time Asset Managers: Register for free & reach a center of clients
Asset owners can easily initiate, create and customise a variety of requests to address their unique needs, while asset managers, in turn, have the opportunity to submit proposals that align with the requirements:
Initial screening of potential managers.
Gather detailed data on asset managers.
Obtain comprehensive service proposals.
Request ongoing performance data.
Compare a manager's performance against peers.
Conduct in-depth due diligence.
Obtain key disclosures on management practices.
Request regular invest-ment performance reports.
Evaluate managers based on ESG criteria, alongside their commitment to diversity and inclusion.
Asset owners send their RFP documents, review the draft and release the RFP.
Send Information(Examples: Fixed Income, Equities, Private Markets, Private Equity, Real Estate, Real Assets, Hedge Funds, Commodities, Multi-Asset, ESG/Impact Investing)
Pension Funds, Mutual Funds, Sovereign Wealth Funds, Universities, Insurance Companies, Family Offices, Financial Institutions, Government Agencies, Foundations, Consultants acting on behalf of Asset Owners, and others.
Easily create and manage tenders at no cost to find the ideal asset managers tailored to your needs. Asset Owners can remain anonymous throughout the entire process.
The platform automatically notifies asset managers of all new requests. ensuring broad market reach and timely responses.
Use our library of industry-standard templates or tailor your own for effective evaluation.
Leverage tools with weighting options for thorough due diligence and proposal comparisons.
Explore a diverse selection of vetted managers with side-by-side analysis of performance, fees, key metrics and text-based responses.
Communicate securely and collaborate directly with managers through our integrated built-in messaging system.
Includes Traditional asset managers, Hedge Funds, Real Estate, Real Assets, Private Markets, Alternatives, ESG, Impact and Specialist asset managers, plus many more others.
Stay informed about investment searches, due diligence, peer group reviews, monitoring, disclosure, and reporting requests.
Communicate through our request-related messaging system and receive valuable feedback.
Submit responses customised to asset owners' specific needs beyond conventional database limitations.
Access all tools for free; only pay a small flat fee per response with no impact on management fees.
Highlight your firm's strengths, capabilities, and alignment with asset owners' objectives.
Gain exposure to global asset owners actively seeking investment solutions.
Register, Define Request, Define Criteria and Questionnaire
Submit Request and Review Responses
Evaluate and Compare Responses
Engage and Select the Ideal Manager
Monitor and Review Performance over Time
Ongoing Maintenance and Adjustments
Gain clarity on critical aspects of manager operations
Ensure alignment with governance standards
Make informed choices based on full disclosure