RFP Checklist

Going to RFP for OCIO?

Refer to our checklist.

Follow our checklist for a thorough (and less painful) RFP evaluation.

Why is a good RFP process so important?

Provides efficiency through clear steps, roles, and responsibilities
Minimizes delays by anticipating typical problem areas
Helps you uncover the partner that is the best fit for your organization

With our checklist, you can:

Get invaluable resources and pro tips
Eliminate the need for late nights … and lots of aspirin

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What is your timeframe for going to RFP?*

Within the next 6 months

7 months to a year

12-24 months

Not yet determined

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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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