Download your OCIO RFP Checklist

Follow our checklist for an efficient and thorough RFP evaluation

Thank you for requesting our OCIO RFP Checklist.

Download the checklist (PDF)

Use it to:

  • Organize your RFP team and process
  • Access invaluable resources

Have questions? Contact us at 866-SEI-2441 or email for more information about how our OCIO solution can benefit your organization.

Investigating Your Options?

Helpful resources and tools for a smooth review process.

Evaluation tools

An OCIO Search Experience

An executive's perspective to a smooth OCIO search process

Review the steps

Legal Note

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