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RFP best practices

July 28, 2021
clock 1 MIN READ

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

View RFP best practices (PDF)
A hand adds a block to a wood puzzle in the shape of ascending stairs, as a metaphor for potential investment performance

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.

Build my RFP

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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