What are the right questions to ask an investment manager candidate?The 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:
- Identify the 27 important questions that every prudent investor will ask.
- Create an apples to apples comparison between the various candidates.
- Establish the basis for ongoing monitoring of the manager's activities.