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April 01, 2022
By Elana Margulies-Snyderman
The request for proposal (RFP) process has transformed over the last few years. Institutional investors are asking investment managers more questions on diversity, equity and inclusion (DEI) and environmental, social and governance (ESG) and managers are increasingly leveraging technology to automate their responses to the questions asked.  At the Foundation Research Associates (FRA) 7th Annual Mastering Client Services and RFPs for Institutional Investors conference, which took place at New York City’s University Club March 28 and 29, industry professionals shared their insights on some of the latest RFP trends including effective ESG and DEI strategies, the importance of technology, robust cybersecurity measures and more. In addition, panelists share their insights for how employees can develop a successful career in RFPs.
Here were a few themes discussed:
RFP Trends:
Developing Effective ESG and DEI Strategies:
Robust Cybersecurity Measures:
Launching a Successful Career in RFPs
Elana Margulies-Snyderman is an investment industry reporter and writer who develops articles, opinion pieces and original research designed to help illuminate the most challenging issues confronting fund managers and executives.
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