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Procurement Market Intelligence Report

Investment Management Services
Sourcing Guide & Market Trends

Comprehensive intelligence for making smart purchasing decisions

Learn about actual and potential costs

How much should I pay for Investment Management Services?

What is the average price of Investment Management Services?

This procurement report includes pricing information to help you purchase Investment Management Services. Our analysts provide a benchmark price and a price range based on key pricing factors to help you understand what you should be paying for this specific product or service. To see the average price for this and hundreds of other products and services, subscribe to ProcurementIQ.

Has the price of Investment Management Services been rising or falling?

Analysts look at market data from the previous three years to determine an overall price trend. You can use the recent price trends to help you understand price volatility and plan your budget.

I’m not ready to purchase Investment Management Services yet. Will I pay more if I wait too long?

We forecast the next three years of price movements by looking at factors likely to affect the market's supply chain, such as inputs, demand and competition. You can then use the price forecast to figure out the best time to purchase.

What other costs are associated with purchasing Investment Management Services?

Our analysts calculate the total cost of ownership and assign a level of low, moderate or high, depending on things like customization, integration and installation. Use this information to budget for Investment Management Services with a reduced risk of unexpected costs.

See how we display average pricing information, trends and market data.

Find the vendor to meet your needs

Where can I purchase ?

Among the estimated 23,000 investment management firms in the United States, the top four operators account for less than 30.0% of total market revenue, signaling a low level of concentration. The majority of operators are small with only a handful of employees, so they do not have the resources to... Subscribe to learn more.

Questions to ask potential suppliers

How can I gain leverage during negotiations?


How does your firm ensure compliance with legal and regulatory statutes?

Have you ever been disciplined by the SEC, a state regulator or other organization?

Are you currently registered with our state securities regulator?

How will your firm be impacted by the repeal of the DOL's Fiduciary Rule?


How frequently do I receive reports outlining the performance of my investment?

Do you communicate the rationale for buy/sell decisions to clients?

How may I contact you if I have any questions about my investment? What are your business hours?

Have you ever been involved in any arbitration cases? If so, what happened?

How have you ensured your communication with your clients has remained satisfactory during the pandemic?

Investment Philosophy

What factors are paramount to your investment philosophy?

How has your investment philosophy informed your investment strategies?

How does your investment philosophy help me achieve my investment objectives?

How do you stay up to date on trends in financial markets?

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Key elements for every RFP

What should my RFP include?

Project Budget

Vendors should include a detailed breakdown of all relevant fees (e.g. advisory fees, custodial fees, conversion fees, travel, training).

Vendors should disclose any fees they may receive from any particular investments.

Selection Criteria

Buyers should evaluate the firm's experience managing funds of similar size and complexity, as well as the qualifications of all relevant personnel.

Buyers should evaluate investment managers based on their cost proposal.

Buyers should evaluate vendors on their investment philosophy and demonstrated performance.

Buyers should evaluate references from the firm's longest tenured clients.

Buyers should evaluate the extent to which value-added services are provided.

For other selection criteria requirements, buyers should reference the Buying-Decision Scorecard section of this report.

Project Schedule

Buyers should include the date when proposals are due and any other relevant dates (e.g. presentations or final interviews) prior to the contract award.

Buyers should include the date when the contract begins and ends, as well as any options for contract renewal.

Evaluate major factors to mitigate risk

How risky is the supply chain?

The supply chain risk for providers of investment management services is low. The risk of service interruptions or spikes in rates for service due to adverse events in the supply chain is minimal, thus helping buyer power. Investment managers source inputs from a number of upstream suppliers, including securities brokerage... Subscribe to learn more.