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.
Asset Management RFP Services - Support We Offer
- 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
Asset Management RFP Services - Support We Offer
- 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
How we are different
Over a decade of experience in supporting global RFP operations for 10 large asset managers
Offer end-to-end asset management RFP support and content and knowledge management support
Provide support for asset management RFPs, Qvidian alternatives and DDQ automation
Highly qualified talent pool with relevant experience and best-in-class RFP training modules
Provide access to an 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 RFPs and Qvidian alternatives, such as RocketDocs, RFPIO and Loopio
Cover multiple asset classes – equity, fixed income, alternatives and real estate
What we have done
RFP solutions for a European asset manager
What we are proud of
ca.€700bn
Europe-based asset manager
96%
“completely accurate” first-draft RFPs
DDQ support for a USD700bn asset manager
What we are proud of
$700bn
US-based global asset manager supporting retail clients
2500+
DDQs completed annually
Financial Marketing Services for a Europe-based Asset Manager
What we are proud of
$2.4m
annualized cost savings
>30,000
reports generated per annum
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
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