RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
Other External Manager Relations
Digital platform for investment due diligence that streamlines the manager research process with customizable questionnaires, response tracking, comparison tools, collaborative features, document management, and audit trails specifically designed for pension funds and asset allocators.
End-to-end RFP management platform that enables creation, issuance, collection, and evaluation of RFPs for external manager selection. Features include template libraries, collaborative workflows, automated scoring, side-by-side response comparisons, and robust reporting capabilities.
Comprehensive procurement and vendor management platform that includes RFP and vendor selection capabilities. Features workflows for creating, distributing, and evaluating RFPs, as well as vendor relationship management tools suitable for pension funds seeking external managers.
A comprehensive resource providing extensive profiles and performance analytics on a wide range of investment managers, aiding pension funds in the manager selection process.
A comprehensive platform offering investment management analytics, manager selection tools, and risk management, along with a robust database of global investment managers.
Enables automated, customized proposal and RFP creation, content management, workflow for review/approval, bulk response setup, compliance, and reporting. Integrates with portfolio data to create tailored, accurate proposals for pension fund manager selection.
Web-based platform that facilitates RFP structuring, capturing manager responses, peer group analytics, custom scoring, documentation management, and consistent reporting. Designed to support fiduciary processes and regulatory compliance for public and corporate pension funds.
Platform for manager research, RFP issuance, peer comparison, performance analytics, and due diligence, helping pensions and insurers streamline external manager selection and ongoing monitoring.
Platform focused on investment transparency and external manager oversight, offering portfolio analytics, performance measurement, manager exposure analysis, fee validation, and customizable reporting dashboards for pension fund oversight teams.
