Pay attention to the nuts and bolts
- June 7, 2018
-- Alpha Capital Management (Alpha Capital), which offers consultant search services for institutions, announces the release of a new research report titled "How to Run a Consultant or OCIO Search: Nuts and Bolts." The report, which was made available today on Alpha Capital's website, provides institutional investors with a roadmap to the RFP process.
Generally, organizations and committees understand the basic process of an RFP for an OCIO or investment consultant: find candidates, create a questionnaire that candidates fill out, read responses, select and interview finalists, and hire a new consultant. It's all the tiny details and logistical issues that pop up as an organization goes through this process that cause problems!
In this report, Alpha Capital Management addresses some of the most common logistical questions we get from clients and potential clients. We break the process into three distinct phases: Design and Deliver, Analyze and Evaluate, and Select. "Our hope," says Anna Dunn Tabke, Principal at Alpha Capital Management, "is that this report gives your organization the tools it needs to successfully manage the search process, whether you outsource it to a search firm or do it yourself."
The report can be downloaded for free at Alpha Capital's website: http://www.alphacapitalmgmt.com/news