Build Your Own RFP

First Name *

Last Name *

Firm Name *

Email Address *

Portfolio Type * Defined Benefit Defined Contribution Union (Multiemployer, Taft-Hartley) Government (Public, Municipality) Nonprofit (Endowment, Foundations) Healthcare System/Operating Assets Healthcare System/Pension Plan Other Please Select:

Portfolio Assets * Please Select: Under $20 Million $20 Million - $150 Million $150 Million - $500 Million Over $500 Million

What is your timeframe for going to RFP? * Please Select: Within the next 6 months 7 months to a year Next year Not yet determined

I'm interested in the following:* Organization (History, Ownership, Employees) Services (Scope, Fiduciary Status, Differentiators) Clientele and Experience (Clients, References, Experience) Asset Allocation and Advice (Modeling, De-Risking, Liability Driven Investing (LDI)) Investment Philosophy and Process (Manager Selection, Termination, Manager Database, Benchmarking) Client Service (Biographies, Satisfaction, Transition) Risk Management (Process, Monitoring, Systems) Compliance and Conduct (Corporate Policy, Insurance Coverage) Fees (All-Inclusive)

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