A Process Guide for Asset Owners and Managers
Register, Create a Request, Define Criteria and Questionnaire
Submit and
Review Responses
Evaluate and
Compare
Responses
Engage and
Select the Ideal
Manager
Monitor and
Review
Performance
Ongoing
Relationship and
Adjustments
Register, Create a Request, Define Criteria and Questionnaire
Sign up for free to access all request solutions on the investRFP platform. Create and post your Request detailing your investment needs, objectives, and requirements. Customise or select from pre-built questionnaires to clearly define your evaluation criteria (e.g., performance, fees, etc.). Join the platform for free and receive instant email alerts of all Requests. Review all posted Requests by asset owners and begin preparing to submit proposals and ask questions.Submit and Review Responses
Submit responses that address asset owners' specific needs, ensuring they meet the outlined requirements.Review analytics on your Request via the dashboard, including insights on which asset managers have viewed your Request, created a draft proposal, and who intends to participate. Begin reviewing responses based on the criteria outlined in your Request to evaluate which proposals best align with your needs.Evaluate and Compare Responses
Use investRFP's advanced comparison tools to evaluate responses side-by-side, focusing on key metrics like performance, fees, track record, strategy fit, etc.Engage directly with asset managers through the integrated messaging system to ask questions from managers regarding proposals and clarify any uncertainties or data points.Shortlist the most promising asset managers for further consideration. Address questions or concerns raised by asset owners and make adjustments to proposals to better align with their needs.Receive feedback (if applicable) from asset ownersEngage and Negotiate Mandate
Engage directly with asset managers to discuss and refine responses. Select the best asset manager based on tailored criteria and build long-term relationships.Engage with asset owners to fine-tune responses and ensure alignment with their goals.Monitor and Review Performance
Maintain ongoing communication with asset managers to discuss performance, strategy updates, and any adjustments. Stay connected with the chosen manager via investRFP for regular updates. Monitor shortlisted managers who did not win the Request.Request updated information from these managers on an ongoing basis to stay informed about their latest performance and strategies.Request updates from the manager who won the request to ensure they provide ongoing information about their performance, any changes in strategy, and progress on investment goals.Ongoing Maintenance and Adjustments
Maintain an ongoing relationship with asset managers through convenient, standardized updates on the platform. investRFP enables continued engagement and allows for easy collaboration on any adjustments to strategies or investments. Stay connected with shortlisted managers who did not win, and request updates from them to ensure you're informed about their performance and adjustments to their offerings. Request updates from the manager who won to receive ongoing information regarding their performance, investment adjustments, and strategic changes.