Event Summary

As asset managers strive to capture and retain institutional and retail assets, their ability to master the request for proposal (RFP) process has never been more important. RFPs have become a core channel for securing AuM growth in today’s challenging business environment. Therefore, it is critical for firms to deliver cutting-edge pitches with clear reasons as to why they deserve to win against
credible competitors.
The session by Lisa V. George, Director, Business Development (EMEA & APAC) at Deutsche Asset Management, covered different ways to drive efficiency in a firm’s RFP process, common challenges, and the road to success.