Request for Proposal - Asset Management Firm
The following Request for Proposal questionnaire is a tool that supports the overall selection process of suitable investment managers to help meet your business and client proposition needs. Other tools and templates are also available so please contact your Business Development Manager for more information.
Request for Proposal questionnaire -
Investment Management
Aim
The aim of this stage of the process is to form a match of the investment managers’ propositions against your specific requirements, to determine the suitability and to enable you to make a final shortlist or selection.
Specific questions should be asked to the shortlist of potential managers to gain a deep understanding of how their proposition can help deliver against your business needs.
Overview
The Request for Proposal (RfP) is an opportunity to gain a detailed understanding of your shortlisted investment managers’ propositions. This is a comprehensive review of their propositions; you are drilling down from the big picture into the fine detail. As a result, your questions should be more specific and closed; “do you have?” and “can I do this?” rather than “tell me about?” or “what is your view?”
This is a thorough information gathering exercise and answers to your questions should allow you to paint a very clear picture of the investment managers’ solutions. Before sending out your
RfP it’s worth evaluating your question set to ensure it will provide you with all the information you need. If an investment managers’ response does not give you the information you require, do not hesitate in asking for more information.
Due to the number of questions being asked it’s easy to get lost in the detail. So it’s important to weight the answer sections in your scoring template before you start reviewing your responses. This ensures that you allocate higher marks to sections which are more important to help you achieve your vision.
Question Areas
Request for Proposal questionnaire -
Investment Management
Aim
The aim of this stage of the process is to form a match of the investment managers’ propositions against your specific requirements, to determine the suitability and to enable you to make a final shortlist or selection.
Specific questions should be asked to the shortlist of potential managers to gain a deep understanding of how their proposition can help deliver against your business needs.
Overview
The Request for Proposal (RfP) is an opportunity to gain a detailed understanding of your shortlisted investment managers’ propositions. This is a comprehensive review of their propositions; you are drilling down from the big picture into the fine detail. As a result, your questions should be more specific and closed; “do you have?” and “can I do this?” rather than “tell me about?” or “what is your view?”
This is a thorough information gathering exercise and answers to your questions should allow you to paint a very clear picture of the investment managers’ solutions. Before sending out your
RfP it’s worth evaluating your question set to ensure it will provide you with all the information you need. If an investment managers’ response does not give you the information you require, do not hesitate in asking for more information.
Due to the number of questions being asked it’s easy to get lost in the detail. So it’s important to weight the answer sections in your scoring template before you start reviewing your responses. This ensures that you allocate higher marks to sections which are more important to help you achieve your vision.
Question Areas