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