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Bridge over ocean
1 September 2008 Position Paper

Model Request for Proposal — Equity

A Template for Small Institutional Investors

  1. CFA Institute

The model request for proposal (RFP) provides smaller institutional firms with a simple, standardized tool to help in their money manager selection process; this guideline may be customized to meet a firm's unique needs. The model RFP outlines sample questions that cover the majority of information an investor may seek from money managers and is provided in three versions to meet the varying needs of professionals in the equity, fixed-income, and real estate markets.

Model Request for Proposal—Equity: A Template for Small Institutional Investors View the full article (PDF)