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.