Request For Proposal Asset Management Template for Hong Kong

1. Current Portfolio Overview: Include when the RFP relates to existing assets requiring management

2. ESG Requirements: Include when specific environmental, social, and governance criteria are part of the mandate

3. Technology Requirements: Include when specific technological capabilities or reporting systems are required

4. Transition Services: Include when the mandate involves transitioning assets from existing managers

5. Fee Structure Guidelines: Include when specific fee structures or limits need to be prescribed

6. Local Presence Requirements: Include when specific requirements for Hong Kong presence or operations exist

1. Schedule A - Questionnaire: Detailed questionnaire covering firm background, investment process, risk management, and other key areas

2. Schedule B - Performance Requirements: Detailed performance reporting requirements and templates

3. Schedule C - Compliance Requirements: Regulatory and compliance requirements specific to Hong Kong

4. Schedule D - Due Diligence Requirements: Documentation and information required for due diligence process

5. Schedule E - Fee Template: Standardized template for fee proposals

6. Appendix 1 - Investment Guidelines: Detailed investment guidelines and restrictions

7. Appendix 2 - Service Level Requirements: Detailed service level expectations and metrics

8. Appendix 3 - Required Forms: Standard forms and declarations required for submission