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Asset Management is an industry that manages funds for pensions, retirement accounts, corporate cash accounts or personal wealth accounts. This is an industry that has portfolio managers and analysts who select securities based on specific guidelines that are given to them by the client. The idea is to make more money than what you had to begin with.
I am writing an in-depth article of at least 50 pages all about being successful at responding to Requests for Proposals ("RFPs") and related inquiries. Related inquiries include: Due Diligence Questionnaires ("DDQs"), Requests for Information ("RFIs"), Consultant Questionnaires and Client Questionnaires.
All of these essentially are questions concerning the asset manager's Organization (including Risk Management, Business Continuity Planning in case of disasters, Litigation, History of the firm, Ownership Structure of the firm); People (including names, role descriptions, tenure, educational background and lic...
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