What are the right questions to ask an investment manager candidate?

Throwing Darts.jpgThe prudent selection of an investment manager will often require a Request for Proposal (RFP) process amongst multiple candidates to determine who is most suitable and qualified to manage the assets. Following is a questionnaire tool that we use as we conduct a manager search.

This sample RFP will help you:

  1. Identify the 27 important questions that every prudent investor will ask.
  2. Create an apples to apples comparison between the various candidates.
  3. Establish the basis for ongoing monitoring of the manager's activities.