Solutions for outsourced chief investment officers

Overview

Given the burgeoning demand for OCIOs, we have designed a solution suite that helps OCIOs remain ahead of the curve in a competitive landscape. Through strategic partnerships, we help OCIOs improve operational efficiencies and revenue while effectively managing risks. At Acuity, we have hands-on experience in drafting moderately to highly complex RFPs for endowments and foundations, healthcare, educational institutions DB and DC services for public and private sectors (acceptance rate: 70-80%). As part of RFP services, we assist in structuring and maintaining complex customised content in RFP content databases to effectively use the demanding time. Additionally, we support pension scheme trustees in making strategic decisions by casing all the information about scheme mandate, asset allocation and fund manager performance in an easy-to-understand format.

While clients focus on growing their business, we act swiftly in creating brochures, case studies and flyers in real time.

Who we serve

Endowments and foundations
Healthcare organisations and universities
Public and private sectors

Support we offer

RFP services

Preparation of first drafts of RFPs, DDQs and requests for information
Prepare visually enhanced proposals, design attractive templates per branding guidelines
Deliver over 250+ RFP drafts annually, boasting an exceptional acceptance rate exceeding 80%
Hands on experience working with leading Content Management databases such as Qvidian, , RocketDocs, Responsive, Loopio etc.
Structuring customized contents, tagging keywords, assigning subject matter experts to periodically maintain content and update database

Marketing materials

Assistance with preparation of various marketing collaterals such as product presentations, pitchbooks, flyers, brochures and laminates
Maintenance of seismic and similar sales enablement platforms
Infographics and design msupport
Newsletters, bulletins and content writing

Digital marketing

Web content upload, web content management, publications and audit
Email marketing and campaign support
Social media marketing for improved presence
Search engine optimisation
Google and web analytics, as well as sales and campaign analytics
Platform migration and maintenance

Client reporting

Performance reporting: Reporting solution to assist pension scheme trustees in making strategic decisions by casing all information about scheme mandate, asset allocation and fund manager performance in easy-to-understand format
Monthly asset performance updates
Manager selection reports

Customer Testimonials

“

Thank you all for collaborating on this first draft—excellent work everyone! Really appreciate it

Investment writer

Global Distribution Operations

“

Thanks for your help on this – everyone was really pleased with this RFP, especially given the fast turnaround. Thanks for getting the ball rolling on this!

Senior investment writer

Global Distribution Operations

“

What worked – very well – clear comments on where you’d sourced the draft answers from and your thinking on how you’d selected some of the draft answers was extremely helpful! I could tell you’d really thought about the inputs for the answers and what might work – I generally find your side explanatory comments in your drafts very helpful, your comments in this one were particularly good and insightful!

Senior investment writer

Global Distribution Operations

How we are different

Sector expertise, stemming from over 10 years of experience

Serving OCIOs through RFPs, marketing support and digital marketing for over 13 years

Exceptional completion and acceptance rate

Aiming to complete at least 70% of the initial drafts with a minimum 80% acceptance by leveraging our experience of structuring highly bespoke up-to-date content