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5 Pitfalls to Avoid When Issuing an Investment Advisor RFP

A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.

Nonprofit Investment RFP Resources

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5 Pitfalls to Avoid When Issuing an Investment Advisor RFP

A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.

How to Evaluate an Investment Advisor's RFP

The goal of the RFP review process is to identify the roughly 2-4 investment advisory firms with the people, process, experience, focus, and fees that offer a match for your organization from the list of advisors who responded to your RFP.

How to Create an Investment Management RFP for Nonprofit Organizations

When it comes to finding a partner to manage your nonprofit's investments, your search process will likely include issuing a Request for Proposal (RFP). This template covers 8 of the most important items you should consider asking about in your next RFP.