RFP Support Services

Navigating the request for proposal (RFP) process can be challenging for asset management companies (AMCs). At SG Analytics, our RFP support services are designed to help asset managers, investment firms, and financial service providers respond to RFPs with precision, speed, and a competitive edge.

Get Started

Industries We Serve

BFSI (Banking, Financial Services, and Insurance)

Capital Markets

TMT (Telecom, Media & Entertainment, & Technology)

Other Industries

Your Pre-Sales

Support Partner for All RFP Requirements

With deep domain expertise, a streamlined content library, and a scalable support model, we help you win more mandates—while freeing your team to focus on core strategies.

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

SG Analytics offers end-to-end RFP Solutions that empower financial institutions to streamline their proposal processes, elevate content quality, and increase response win rates.

RFP Services & Solutions

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.

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.

Who We Work With

Asset Managers & Fund Managers

Investment Consultants

Private Equity & Real Estate Firms

Global Investment Banks

Wealth & Pension Fund Providers

Our Ins(AI)ghts

BLOG

Private Market Fundraising Slump: Temporary Dip or Structural Reset?

The global private market fundraising landscape in 2024 saw a significant decline, with a 19.1% YoY drop to $1.14 trillion, driven by liquidity bottlenecks, macroeconomic uncertainty, and outdated allocation strategies. Private equity (PE) and venture capital (VC) faced steep declines, with PE raising $487.7 billion and VC dropping 25.8% to $160.6 billion. In contrast, private credit showed resilience, raising $196.1 billion due to the retreat of traditional banks and higher interest rates. Additionally, secondaries fundraising surged by 29.1%, highlighting the growing inefficiencies in private markets.

BLOG

Impact of Artificial Intelligence (AI) on Data Analysis & Investment Strategies in Fund Management

AI is revolutionizing fund management by enhancing data analysis, portfolio optimization, and risk management. From BlackRock’s AI-driven textual analysis to Renaissance Technologies’ use of machine learning for quantitative trading, AI is transforming how investment strategies are executed. Thematic investing and real-time risk assessment are becoming more efficient with AI’s precision. However, ethical concerns around transparency and bias need attention. As AI continues to evolve, it will shape the future of fund management, offering new opportunities and challenges for investors.