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Alpha Capital Management Releases New Report on Executing a Consultant Search or OCIO Search
Organizations understand the basics of running an OCIO search or investment consulting search, but all of the logistical details along the way cause problems. A new Alpha Capital Management report dives deeper into 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/
Anna Dunn Tabke