New to an investment committee? Start here to learn everything you need to know including key definitions, duties and best practices. In addition, you can explore helpful resources, examples and sample investment policy statements.
Investment committees and institutional investors can designate a subset of their assets to influence and enable social change. Explore how to get started with an impact investing RFP including information about the practice, how to use RFP technology to enable you and questions to include in your next asset management RFP.
Writing an RFP is a challenge, but investment management RFPs are uniquely important and complex. Explore everything you need to know before you begin your next investment advisor RFP. The blog includes key definitions, a step-by-step guide, tips for success and a helpful template.
Issuing RFPs is complex. Fortunately, RFP consultants are experts and they're ready to help. Equipped with industry knowledge, optimized RFP processes and RFP management systems, the professionals can make finding your next vendor easy. Learn more about procurement consulting services in this blog.
Learn what vendor due diligence is and how you can use it to mitigate or eliminate the risks involved in partnering with third-party organizations.
For consultants, finding out what a client needs is key to delivering results. Consequently, it's smart to invest in RFP software to conduct and streamline the client discovery process. Explore how client discovery questions help you uncover unique needs and goals.
Learn the 7-step procurement process that ensures purchases solve key business challenges and net a substantial return on investment.