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

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Cookie Policy     Privacy Policy     Terms of Use     Copyright © 2021
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.