What We Do > Fund Support > RFP Support Services

RFP Support Services

Navigating the Request for Proposal (RFP) process can be challenging for asset management companies (AMCs). Our comprehensive RFP support services are designed to help you secure new business and build strong client relationships.

RPF Support Services
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Your Pre-Sales Support Partner for all RFP Requirements

Our expert team is dedicated to enhancing your RFP responses, increasing your chances of winning new mandates, and expanding your client base.

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RFP Services

Our service spectrum covers everything from data gathering to supporting funds and asset management companies AMCs in their brand positioning efforts.

Customized Proposal Development

Tailoring proposals to address the specific needs and objectives of each client, highlighting your AMC’s strengths and competitive advantages.

Strategic Content Creation

Crafting compelling narratives that effectively communicate your investment strategies, performance track record, risk management processes, and client service capabilities.

Data Management and Analysis

Providing accurate and detailed data, including performance metrics, benchmarks, and other relevant information to support your proposal.

Regulatory Compliance

Ensuring all proposal content adheres to regulatory requirements and industry standards, minimizing the risk of non-compliance.

Design and Presentation

Creating visually appealing and professional proposal documents that enhance readability and impact.

Process Management

Coordinating the RFP response process from start to finish, ensuring timely and efficient submission.

What We Offer

Our service spectrum covers everything from data gathering to supporting funds and asset management companies AMCs in their brand positioning efforts.

Customized Proposal Development

Tailoring proposals to address the specific needs and objectives of each client, highlighting your AMC’s strengths and competitive... Read More

Strategic Content Creation

Crafting compelling narratives that effectively communicate your investment strategies, performance track record, risk management... Read More

Data Management and Analysis

Providing accurate and detailed data, including performance metrics, benchmarks, and other relevant information to support your proposal. Read More

Regulatory Compliance

Ensuring all proposal content adheres to regulatory requirements and industry standards, minimizing the risk of non-compliance.

Design and Presentation

Creating visually appealing and professional proposal documents that enhance readability and impact.

Process Management

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

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Who We Work With

Leading Global Asset Management Companies

Investment Advisors & Wealth Manager

Leading Global Asset Management Companies

Investment Advisors & Wealth Manager

Industry

Building a transformative technology and strategic roadmap remain as the key priority for the majority of organizations globally. This has led SG Analytics to be the strategic partner in delivering robust growth, marketing, sales, technology, and operational thought leadership papers to inward stakeholders within a particular enterprise for the past 15 years. We have strong industry specific capabilities across media & entertainment, telecommunication, ICT services, healthcare & life sciences along with financial institutions.