Request for Proposal Service
Find the right investment manager - without the hassle
Choosing the right investment manager is one of the most important financial decisions a charity will make. But gathering proposals, comparing firms fairly, and managing multiple conversations can quickly become time-consuming and overwhelming.
Our confidential, structured Request for Proposal (RFP) service makes it simpler, allowing trustees and finance teams to explore suitable investment managers efficiently and easily.
Why use RFP from Charity Intelligence?
Stay in control
Your charity’s identity remains confidential during the early stages, so you can assess options discreetly without attracting unwanted sales approaches.
Ask the right questions
Our structured process is charity-focused, making sure you ask potential managers for the information that matters most. This includes investment approach, governance, fees, service model, and ESG considerations.
Compare proposals easily
RFP responses are standardised, making it far easier to compare managers side-by-side and identify genuine differences before deciding who to choose.
Save time
Rather than contacting firms individually, RFP allows you to approach multiple vetted providers through one streamlined process.
A better way to run a charity investment tender
Our RFP service helps trustees and finance teams go through the tender process efficiently, clearly and confidently, with less admin burden.
Option One
Request for Proposal (RFP)
Free
Typically suitable for charities with investment portfolios above £5 million.
We help you define your charity’s investment requirements (known as your ‘mandate’) and share them confidentially with a range of vetted investment managers, carefully selected by us based on your needs.
Included:
- Support defining your brief and investment objectives
- Shared confidentially with suitable providers
- Their proposals in a standardised format, allowing you to easily compare
- A clear summary of responses
- A shortlist-ready overview to support trustee decision-making
Option Two
Manager Appointment Support
£3,000 set-up fee
£1,000 per shortlisted manager
If you would like support beyond proposal gathering, we can help guide you through the appointment process.
Included:
- Proposal analysis and shortlist support
- Trustee scorecards and interview frameworks
- 'Beauty parade' / interview coordination
- Appointment guidance through to final selection