How To React To A Changing RFP Process

Request for proposals (RFPs), as part of your distribution strategy, are an opportunity to impact the presence you want to project to the marketplace. The RFP process in the institutional investment space has changed drastically over the past five years. There are now more RFPs than ever, longer, more in-depth RFPs and improved technology for handling and processing RFPs. Along with these changes, “the majority of RFPs today are invite only” which means you must pass initial screens in order to make it onto a shortlist, as mentioned in a . . .

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