RFP Support

Bespoke RFP Support for Asset Management

With over a decade of experience in supporting asset managers with their RFPs, request for information (RFI) and due diligence questionnaire (DDQ) requirements, Acuity Knowledge Partners is well placed to respond to asset management RFPs, including institutional, retail, and retirement plan RFPs, RFIs, and quarterly and annual DDQs.

We also review and analyse content databases in their as-is states and provide recommendations for fully capturing their potential. In addition, we support with content restructuring to ensure better tagging, archiving and overall usability. These include Qvidian RFP support, Qvidian alternatives, asset management DDQ automation and knowledge management RFPs.

Who we serve

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

Asset Management RFP Services - Support We Offer

RFP Services

Respond to institutional, retail and retirement RFPs, RFIs, and quarterly and annual DDQs
Respond to asset management RFPs for institutional mandates and separately managed accounts
Prepare consultant questionnaires, investment surveys and narrative workbooks
Prepare DDQs to meet requirements of various regulators, including BaFin, SEC, MAS, HKMA and FSA
Format RFPs/RFIs/DDQs, maintain team bios, assist with SME reviews and upload final content on the RFP database
Upload, maintain and perform periodic scrub of RFP database tools, including Qvidian RFPs and Qvidian alternatives, such as RocketDocs, RFPIO and Loopio
Create and maintain standard strategy/fund profiles by collaborating with product specialists and portfolio management teams

Customer Testimonials

“

The standard of responses and efficiency from the team was second to none. Having read the DDQ prior to sending, it is worth noting that the quality was really impressive and this wasn’t just noticed by me.

Business Development Manager, Institutional Sales Support

US private global asset manager

“

The team is excellent at questioning data and asking questions when something is uncertain. The team takes a proactive approach to identifying issues and challenges, and is very talented when it comes to understanding the intricacies of the various databases. During quarter end, we especially appreciate the progress updates.

RFP Manager

US independent investment firm

“

I just wanted to say that the service we have received from Acuity has been nothing short of excellent, and you have made this all very easy for us. Really appreciate all your help and patience!

Vice President and Head of RFPs (London)

Trillion dollar global asset manager

RFP Playbook

Your guide to ensuring deal-winning responses

The insight paper highlights both macroscopic and microscopic facets of the RFP process so that asset managers could be assured their strategic AUM goals are met

Download Now