Event Summary

As RFPs continue to play a pivotal role in generating new business for asset and wealth managers globally, RFP teams need to be both resilient and agile to adapt to changing global dynamics. With institutional investors requesting nuanced information and data, often on an accelerated basis, RFP managers globally are exploring multiple avenues to address the new normal.

Acuity Knowledge Partners is excited to bring together a cohort of RFP thought leaders from across the global asset and wealth management industry to deliberate on some of the best practices in this space and share key insights on the way forward. Join this webinar to hear industry experts from Capital Group, Voya Investment Management and Matthews Asia speak on tips and tricks for managing high-impact RFP teams, best practices for crafting compelling proposals and optimising ROI.

We recommend this webinar to those looking to transform their RFP processes and harness best practices to drive new business and growth.

Key Takeaways

• New avenues of growth in the global asset and wealth management space

• The role of efficient RFP processes in looking for growth in the new normal

• How to build best-in-class and agile RFP teams to address changing global dynamics

• Tips on navigating the rise in complexity and volumes due to pronounced emphasis on ESG integration, D&I and regulatory changes

• Finding smart and efficient ways of deploying RFP talent and technology to optimise ROI

Panelists

Andre Guzman

Global Client Services Manager

Capital Group

Jennifer Taglia

Senior Vice President, Head of Distribution Business Management

Voya Investment Management

Sheetal Joshipura

Head of RFP, Client and Data Reporting

Matthews Asia

Pedro Armstrong

Senior Director, Business Development

Acuity Knowledge Partners

Sailaja Devireddy

Senior Director, Head of Fund Marketing Services

Acuity Knowledge Partners