If you are thinking of making a change, conducting a request for proposal (RFP) can be a good way to see which providers best fit your overall goals. As one of the leading providers of outsourced investment management services, we have seen our share of good (and not so good) RFP processes.

To help you avoid an overwhelming process, we complied some best practices and tools to help you through your search. Start off by viewing our "Request for Proposal (RFP) Best Practices" PDF.

RFP Best Practices

Tools to run a seamless RFP process

RFP checklist

Our RFP checklist helps you organize your team and process and provides links to invaluable resources.

RFP Checklist 

Top 10 questions to consider when evaluating OCIOs

Questions you shouldn't skip if you are creating an OCIO RFP.

10 Evaluation Questions 

Build your own RFP

Customize your RFP by selecting the topics that apply to your organization. We'll send you a custom list of RFP questions via email.

Build Your Own RFP 

Guided videos explaining the OCIO search and hire process

How to run an effective RFP process

Learn about one college’s recent RFP process, the key criteria they looked for in an OCIO and tips for anyone planning to start a search.

Learn About the Process 

Narrowing down the OCIO search process

One executive shares his organization's journey to select an OCIO. Learn about his RFP process advice and how to narrow down responses.

View the Insights 

OCIO search and hiring process Q&A

Two investment committee members share how they moved from traditional consulting to OCIO.

OCIO Search and Hiring Q&A 

When you’re ready for finals presentations:

Your committee needs to agree on the key points of differentiation that are critical to meeting your goals. Once you have received all your requests for proposal (RFPs), the hard work truly begins.

How to Structure and Run a Finals

Ready to search for a new provider?

We can help you run a seamless RFP process.

From comparing fees and performance, to running a finals presentation, we've got you covered.

I'm Ready

Whether you're part of an investment committee or the investment office staff, you have a lot to think about when it comes to the success of your organization's investment portfolios. Our goal is to help your investment team stay on pace to address today's challenges. Follow one of our blogs for the latest topics. 

Nonprofit Committee Connection

Your tie to topics that support your goals, from financial health to fundraising, ERM, governance and more.

View the Blog

Investment Office Roundup

Smart resources for well-informed, in-house executives.

View the Blog

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.