RFP Best Practices

Rich Lynch, AIFA®, Director, Fi360 & CEFEX

Scott Revare, AIF®, Managing Director, Fi360

August 07, 2018

As fiduciaries, investment stewards are required to periodically vet the service providers they have hired to ensure they are still getting their money’s worth. The Prudent Practices suggest that this be done approximately every three years. Any service provider that delivers a high level of service should welcome this process as it actually gives them an opportunity to ensure that relationships with their clients are working and will continue to work for both parties.

This webinar covers the fiduciary basis for comparing service providers from time to time and discuss best practices with respect to conducting formal and informal request for proposals.

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