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Outsourced Chief Investment Office (OCIO)

Building a better request for proposal (RFP)

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Recognizing the challenges of managing substantial assets, institutions and families are increasingly relying on outside investment advisors to oversee parts or all of their investment portfolios. Clearing that hurdle requires an extensive due diligence process. This is where the crucial request for proposal (RFP) comes in.

Read more about building a better RFP

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Published May 6, 2024

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