What is the RFP?
- A formal request for detailed proposals from asset managers
- Includes investment philosophy, performance, track record, fees, and service model
- Helps asset owners select the best-fit manager for their portfolio
Key Benefits
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Detailed Comparisons
Assess managers on multiple key factors -
Transparency
Clear understanding of each manager's value proposition -
Informed Decision-Making
Facilitates the selection of top-performing managers