---
title: Request for proposal template: investment management services
url: https://aavenir.com/templates/rfp-for-investment-management-services/
description: The questions to send investment management services providers, with scope, evaluation criteria and response format, ready to adapt to your own sourcing event.
updated: 2026-11-07
---

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Template · Sourcing

# Request for proposal template: investment management services

The questions to send investment management services providers, with scope, evaluation criteria and response format, ready to adapt to your own sourcing event.

Cover of the Request for proposal template: investment management services **What you get**- A ready to use template

- The fields that matter, already laid out

- Easy to adapt to your own process

## Get the template

Fill in the form and your download opens on the next page. **Your download is ready**The template is a PDF.
[Download the PDF](https://aavenir.com/wp-content/uploads/2021/08/RFP-Template-Investment-Management-Services-Aavenir.docx)

How Aavenir helps

## Run the steps inside the workflow.

RFPflow runs RFIs, RFPs and RFQs from templates, scores bids with AI and turns the award into a contract without retyping.
[See RFPflow](https://aavenir.com/solutions/rfp-management-software/)

## More on sourcing.

[Datasheet · Sourcing Aavenir RFPflow for ServiceNow Source-to-Pay Operations How RFPflow extends ServiceNow Sourcing and Procurement Operations from sourcing request to award and contract. Get the datasheet](https://aavenir.com/resource/source-to-pay-operations-datasheet/)[Datasheet · Sourcing Aavenir RFPflow datasheet RFIs, RFPs and RFQs from templates, AI bid scoring and award, on ServiceNow. Get the datasheet](https://aavenir.com/resource/aavenir-rfpflow-request-for-proposal-management-for-servicenow/)[Checklist · Sourcing Bid proposal checklist Seven steps to a bid proposal that stands apart from competing responses. Get the checklist](https://aavenir.com/resource/bid-proposal-checklist/)

Frequently asked questions (FAQ)

## Questions buyers ask

###

### Is the Request for proposal template: investment management services free?

Yes. The template is free from Aavenir. Fill in the short form on this page and the download opens on the next page. Use it as it is, or adapt it to your own process and approval rules. [See more templates](https://aavenir.com/templates/).

###

### Who is the Request for proposal template: investment management services for?

It is written for procurement and sourcing teams. It works whether you run the process by hand today or already use software, and it pairs with the matching Aavenir product when you want the steps to run inside one workflow. [See RFPflow](https://aavenir.com/solutions/rfp-management-software/).

###

### How does Aavenir help with this work?

RFPflow runs RFIs, RFPs and RFQs from templates, scores bids with AI and turns the award into a contract without retyping. It runs natively on ServiceNow or standalone, with an audit trail on every step. [Schedule a demo](https://aavenir.com/demo/).

Have a question we have not answered? [Ask the Expert](https://aavenir.com/contact/)

Schedule a demo

## See your contracts run on one record.

- **1****A 30 minute walkthrough**Built around your team, whether that is procurement, legal, IT or finance.

- **2****Your contracts, not ours**Bring a few sample agreements and watch Aavenir AI extract and review them.

- **3****ServiceNow or standalone**We show the deployment that fits the systems you already run.

Prefer to talk first? [Contact the team](https://aavenir.com/contact/).

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