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The request for proposals (RFP) is one of the most important stages in the relationship between institutionals and their investment management and administrative service providers.
The RFP:

  • Helps access the public procurement market,
  • Detects diversity and innovation in submissions,
  • Guarantees transparency and equity;

So RFPs are clearly important, but they are still the weak link in the asset management value chain.

  • In general, there is little familiarity with the various (public- or private-sector) forms of RFPs.
  • RFPs are too often given a cursory glance as opportunities arise.
  • Submission staffs generally have a spotty awareness of RFP opportunities available.
  • The writing quality of submissions is too often subpar.

Addressing a need

  • Better general knowledge of the RFP landscape to avoid redoing work each time on the same subjects and losing time repeatedly from one RFP to another.
  • A more fully integrated organisational set-up to prevent bottlenecks and delays in producing the various submission documents.
  • An in-depth “post-mortem” analysis of post-submission RFPs and the strengths and weaknesses identified.
  • A qualitative review of content, a part that is too often cliched and fails to highlight the candidature’s intrinsic qualities.


  • Innovation was set up to address a growing need for RFP services and support and to modernise procedures that are somewhat obsolete.

  • Experience has more than 20 years’ experience in both public-and private-sector RFPs with asset management firms of very diverse cultures, practices and nationalities.

  • Advice has developed an auditing, advisory and support service for RFP teams for companies wanting to give themselves the best possible chance.

Support solutions:

As each training assignment is, by nature, tailored to the individual client, please contact us for rates and more details.

Module 1 – The preliminary review

  • Internal questionnaire on the company’s RFP culture
  • One-on-one interviews with RFP submission chain staff
  • Review of the company’s submission documents

Module 2 – Diagnosis and recommendations

  • Diagnosis and rating report
  • Recommendations

Module 3 – Training and implementation

General training (three sessions)

General RFP culture

  • The RFP and the company
  • The public procurement code
  • Documents and fees

Technical training (four sessions)

  • The database
  • Legal documents
  • Critical proofreading
  • Time management