RFP Services for ESG data, Research and Analytics Firms

Overview – RFP support to ESG data and analytics firms

Acuity’s Financial Marketing Services (FMS) line of business has over 12 years of experience in supporting asset managers and other financial institutions with their request for proposal (RFP), request for information (RFI) and due diligence questionnaire (DDQ) requirements, both in a consultative and collaborative capacity.

Leveraging our capital markets pedigree, deep financial-domain knowledge including the ESG space and over a decade of experience in supporting financial institutions with their new business and client retention support, we are uniquely positioned to extend our RFP and content management support to ESG firms (data, research and analytics providers).

Who we serve

Asset Managers
Commercial and Regional Banks
Mutual Fund and ETF Providers
Fund Consultants
Fund Brokers
Institutional Money Managers

Support We Offer

Respond to bespoke RFI/RFP/DDQs requested on ESG firms by asset managers and other financial institutions and corporates.

Content reorganizing and folder creation, design optimal content structure, and periodic and systematic maintenance

Create automated templates capable of adapting to the quality and quantity benchmarks, auto prompts and auto populating merge codes, project management functionalities with SMEs who are well entrenched in the RFP life cycle

Format RFI/RFP/DDQs to enhance the overall design, create and maintain bios, assist with SME outreach and reviews

Support We Offer

Respond to bespoke RFI/RFP/DDQs requested on ESG firms by asset managers and other financial institutions and corporates.

Content reorganizing and folder creation, design optimal content structure, and periodic and systematic maintenance

Create automated templates capable of adapting to the quality and quantity benchmarks, auto prompts and auto populating merge codes, project management functionalities with SMEs who are well entrenched in the RFP life cycle

Format RFI/RFP/DDQs to enhance the overall design, create and maintain bios, assist with SME outreach and reviews

Customer Testimonials

“

We just got off our regular review call with [Investor Client] and at the end of the call, they mentioned how exceptional our response to their ESG questionnaire was. They said they sent the questionnaire to all their managers and that ours was the "stand-out”.

Relationship Manager

global asset manager headquartered in the US

“

[Acuity Writer] consistently goes above and beyond to meet the demands of our clients. Always calm under pressure, he has been tasked with many high-complexity documents and always delivers top-notch drafts and final documents to our business partners.

Director, Business Development and Client Reporting

a top 20 global asset and wealth management firm

“

Thanks a lot for the quick turnaround! The level of detail is exactly what we were looking for. Much appreciated, your excellent support.

Analyst, APAC RFP team

a global asset manager

“

I looked at the document and have no changes. Nice job taking only certain parts of responses from RocketDocs for a particular question to answer what was asked.

Director, Business Development Americas

a top 5 global asset and wealth management firm

How we are different

Global leader in RFP and content management support

12+ years of global experience servicing 40+ RFP clients
200+ RFP writers including a sizeable pool of ESG RFP Specialists
10,000+ RFP/DDQs completed annually consisting of 2000+ sustainability themed questionnaires/booklets on key topics, such as, ESG/RI, SFDR, Climate Risk, DE&I, Social Factors etc.

Deep financial domain knowledge including ESG

Right Team: Our RFP talent pool includes a perfect blend of MBA (Finance), CA, CFA, FRM, APMP, B.E. and Finance Graduates
Best in class Training: Covering Capital markets, soft skills, RFP best practices, ESG specific modules & content management platforms

Senior layer of SMEs for industry best practices

Senior layer of RFP SMEs with combined RFP experience of 500+ years
RFP Center of Excellence to ensure smooth transition, governance, process enhancements, continuous training and thought leadership
Provide recommendation and suggestions aimed to further enhance RFP operations

Leverage technology to drive efficiencies

Extensive experience of working on a range of RFP database tools: including Qvidian, RocketDocs, RFPIO and Loopio
Content optimization initiatives to drive efficiency and cost savings across recurring assignments