Navigating the Request for Proposal (RFP) process can be challenging for asset management companies (AMCs). Our comprehensive RFP support solutions are designed to help you secure new business and build strong client relationships.
Our expert team is dedicated to enhancing your RFP responses, increasing your chances of winning new mandates, and expanding your client base.
Tailoring proposals to address the specific needs and objectives of each client, highlighting your AMC’s strengths and competitive advantages.
Crafting compelling narratives that effectively communicate your investment strategies, performance track record, risk management processes, and client service capabilities.
Providing accurate and detailed data, including performance metrics, benchmarks, and other relevant information to support your proposal.
Ensuring all proposal content adheres to regulatory requirements and industry standards, minimizing the risk of non-compliance.
Creating visually appealing and professional proposal documents that enhance readability and impact.
Coordinating the RFP response process from start to finish, ensuring timely and efficient submission.
Why SGA
Deep Domain Expertise
Our decade long expertise and team of SMEs ensure smooth process transition/setup and ongoing operations
Automation Capabilities
We offer full-service suite for process standardization, automation, and enhancement to draw efficiencies and scale up the volume
Exceptional Design Support
Through our dedicated design team, we deliver impactful marketing materials
