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Request for Proposal (RFP)

Request detailed proposals from asset management firms or other service providers as part of a structured selection process.

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

  • VerifiedDetailed Comparisons
    Assess managers on multiple key factors
  • Verified Transparency
    Clear understanding of each manager's value proposition
  • Verified Informed Decision-Making
    Facilitates the selection of top-performing managers