Investment RFP template

Ask the right questions, find the right advisor.

Investment advisor RFP, asset manager RFP or investment manager RFP — no matter what you call it, when selecting a firm to manage your organization’s assets, getting the RFP right is crucial to success. Make it easier with this investment RFP template.

For plan sponsors and investment committees, the stakes are high and the pressure can be intense. Fortunately, if you need help with formatting, considerations, content or customization, this investment advisor RFP template gives you a headstart.

The investment management RFP template includes:

• Instructions for use
• Guidance for customization
• Questions for prospective firms that cover:
  • Firm background
  • People
  • Philosophy
  • Process
  • Performance reporting
  • Pricing

Make a clear, data-based decision while documenting your process with this investment RFP template.