Bespoke RFP Support for Asset Management
With over a decade of experience in RFP Support for Asset Management, Acuity Analytics has helped asset managers meet their RFP, request for information (RFI), and due diligence questionnaire (DDQ) requirements. We are 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.
Industries We Serve
Asset Management RFP Support We Offer
RFP Services
- 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
What Defines Us
Our Teams
Connect with Us
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