2020 is moving along and you want to finalize planning. And 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.

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.