Consultant Database (CDB) support

RFP Support

RFP support for asset managers and other financial institutions

Overview

With over a decade of experience in supporting asset managers with their request for proposal (RFP), 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, and 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 RFP management.

How we are different

Over a decade of experience in supporting global RFP operations for 10 large asset managers

End-to-end RFP support, content and knowledge management

Support for asset management RFPs, Qvidian alternatives and DDQ automation

Highly qualified talent pool with relevant experience, and best-in-class RFP training modules

Access to a RFP centre of excellence team to ensure smooth transition and process implementation, following industry best practices

Experience in working on third-party proposal writing databases, such as Qvidian, PMAPS, and SharePoint

Coverage of multiple asset classes – equity, fixed income, alternatives and real estate

What we have done

Support for Consulting and Corporate Firms
Fund Marketing Services for a Europe-based Asset Manager
What we are proud of

$2.4m

annualized cost savings

>30,000

reports generated per annum

Support for Consulting and Corporate Firms
Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of

40%

RFP win rate

~96%

response acceptance rate

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

Our perspective on RFP Support
ETFs – building blocks for portfolio construction/allocation Blog
ETFs – building blocks for portfolio construction/allocation

“95% of media cover..... Read More

The evolution of due diligence in the asset management industry Blog
The evolution of due diligence in the asset management industry

..... Read More

RFP writing for asset managers: Have you sharpened your pencil? Blog
RFP writing for asset managers: Have you sharpened your pencil?

“Give me six hours to..... Read More

Meet our experts

Sailaja Devireddy

Director, Fund Marketing Services

Sailaja Devireddy has 16 years of work experience and heads the Fund Marketing Services (FMS) division at Acuity Knowledge Partners. She specializes in the capital markets domain, including equity markets, fund solutions, and fund marketing support for asset managers and ETFs. She has vast experience in transitioning and leading global teams. She is actively involved in account management, client engagement and project management of large teams that provide end-to-end support to global asset managers on a variety of FMS activities. She is a qualified Chartered Accountant and Company Secretary

Sailaja Devireddy
Sailaja Devireddy

Director, Fund Marketing Services

Balaji Ramakrishnan

EMEA Head – Banking & Asset Management

Balaji Ramakrishnan leads Europe and Middle East business development for Acuity. Having spent his formative years in core banking technology operations, he brings a deep understanding of credit processes and the ability to make analytics-driven decisions. He works closely with senior client stakeholders as a trusted partner, shaping the business case for scaled efficiencies through centralisation, standardisation and intelligent automation within Commercial Lending and Asset Management verticals.

Balaji has established long-term partnerships with banks, asset managers and insurance firms across a number of front and middle office transformation initiatives over the past 20 years. Prior to Acuity, he worked at Accenture and Oracle, serving European financial services clients. He holds an MBA from the London Business School.

Balaji Ramakrishnan
Balaji Ramakrishnan

EMEA Head – Banking & Asset Management

blank

Thank you for sharing your details

Share this on