Requests for Proposal (RFP) Best Practices

November 12, 2019

Prepare for 2020 with simple guidelines to review investment providers

The end of 2019 is quickly approaching. You want to get the new year started without any delay in planning. And if you're considering evaluating your investment provider, get your due diligence buttoned up now, before year-end. 

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.

Get the RFP Best Practices

Sample RFP Questions

We have 12 categories of questions -- from client service to investment manager research to risk management -- to help you craft your RFP.

Download Sample Questions

Build It Yourself

Hand-select questions on topics important to you, such as performance evaluation, asset allocation, or investment philosophy

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Legal Note

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