{"id":49869,"date":"2026-05-07T09:04:54","date_gmt":"2026-05-07T07:04:54","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49869"},"modified":"2026-04-23T09:11:29","modified_gmt":"2026-04-23T07:11:29","slug":"%e6%8a%95%e8%b3%87%e9%a1%a7%e5%95%8f%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9rfp%e3%81%a7%e3%83%88%e3%83%83%e3%83%97%e4%bc%81%e6%a5%ad%e3%82%92%e5%bc%95%e3%81%8d%e4%bb%98%e3%81%91%e3%82%8b%e6%96%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-design-an-investment-advisory-services-rfp-that-attracts-top-firms\/","title":{"rendered":"\u6295\u8cc7\u9867\u554f\u30b5\u30fc\u30d3\u30b9 RFP \u3092\u3001\u30c8\u30c3\u30d7\u4f01\u696d\u3092\u60f9\u304d\u3064\u3051\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3059\u308b\u306b\u306f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5bc4\u4ed8\u3001\u8ca1\u56e3\u3001\u5e74\u91d1\u3001\u516c\u7684\u8cc7\u91d1\u306b\u9069\u3057\u305f\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u9078\u3076\u306b\u306f\u3001\u3088\u304f\u7df4\u3089\u308c\u305f <a href=\"https:\/\/www.investglass.com\/ja\/rfp%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e7%ae%a1%e7%90%86%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%97%e3%83%a9%e3%82%af%e3%83%86%e3%82%a3%e3%82%b9%e3%81%ae%e3%83%92\/\" target=\"_self\">\u6295\u8cc7\u306b\u95a2\u3059\u308b\u63d0\u6848\u4f9d\u983c<\/a> \u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u3002\u305d\u306e\u91cd\u8981\u6027\u306f\u5927\u304d\u304f\u300110\u5e74\u304b\u308930\u5e74\u306e\u6295\u8cc7\u671f\u9593\u3092\u6301\u3064\u9577\u671f\u8cc7\u7523\u30d7\u30fc\u30eb\u306f\u3001\u5e74\u6b21\u306e\u652f\u51fa\u5727\u529b\u3001UPMIFA\u3084ERISA\u306e\u3088\u3046\u306a\u67a0\u7d44\u307f\u306e\u4e0b\u3067\u306e\u898f\u5236\u76e3\u7763\u3001\u305d\u3057\u3066\u6587\u66f8\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u8981\u6c42\u3055\u308c\u308b\u53d7\u8a17\u8005\u8cac\u4efb\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ac\u30a4\u30c9\u306f\u3001 <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a> 2026\u5e74\u3001\u5916\u90e8\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u6c42\u3081\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u8996\u70b9\u304b\u3089\u3001RFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u767a\u884c\u306e\u305f\u3081\u306e\u5b9f\u8df5\u7684\u3067\u6bb5\u968e\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u7279\u5b9a\u306e\u4f01\u696d\u304b\u3089\u306e\u58f2\u308a\u8fbc\u307f\u3067\u306f\u306a\u304f\u3001\u5ba2\u89b3\u7684\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-rfp-for-investment-advisory-services\">\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308bRFP\u306e\u7406\u89e3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u306f\u3001\u8907\u6570\u306e\u767b\u9332\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u9001\u4ed8\u3055\u308c\u308b\u6b63\u5f0f\u306a\u66f8\u9762\u306b\u3088\u308b\u62db\u5f85\u72b6\u3067\u3059\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_self\">\u9280\u884c<\/a>, \u3001\u3042\u308b\u3044\u306f\u7279\u5b9a\u306e\u8cc7\u7523\u30d7\u30fc\u30eb\u3092\u76ee\u6a19\u65e5\uff08\u4f8b\uff1a2026\u5e747\u67081\u65e5\uff09\u6642\u70b9\u3067\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u63d0\u6848\u66f8\u3092\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306b\u63d0\u51fa\u3059\u308b\u3088\u3046\u6c42\u3081\u308b\u3053\u3068\u3002\u6295\u8cc7\u306e\u6587\u8108\u3067\u306f\u3001RFP\uff08Request for Proposal\uff1a\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u6587\u66f8\u306f\u901a\u5e38\u3001\u6226\u7565\u7684\u8cc7\u7523\u914d\u5206\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u9078\u5b9a\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5831\u544a\u3001\u7d99\u7d9a\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u306e\u6295\u8cc7\u7ba1\u7406\u30b5\u30fc\u30d3\u30b9\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306b\u3064\u3044\u3066 <a href=\"https:\/\/www.investglass.com\/ja\/rfp%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%97%e3%83%a9%e3%82%af\/\" target=\"_self\">RFP\u30d7\u30ed\u30bb\u30b9<\/a> 2\u3064\u306e\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u7d44\u7e54\u306e\u8981\u4ef6\u3092\u6587\u66f8\u5316\u3057\u3001\u7af6\u5408\u4ed6\u793e\u304b\u3089\u5f97\u3089\u308c\u305f\u60c5\u5831\u3092\u6a19\u6e96\u5316\u3057\u3066\u3001\u56de\u7b54\u3092\u6bd4\u8f03\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u305f\u3081\u306b\u306f\u3001\u5b8c\u5168\u3067\u7684\u3092\u7d5e\u3063\u305f\u63d0\u6848\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002RFI\uff08\u521d\u671f\u60c5\u5831\u53ce\u96c6\uff09\u3084RFQ\uff08\u8cc7\u683c\u306e\u307f\uff09\u3068\u306f\u7570\u306a\u308a\u3001RFP\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u96c7\u7528\u307e\u305f\u306f\u518d\u96c7\u7528\u3059\u308b\u6e96\u5099\u304c\u3067\u304d\u305f\u5834\u5408\u306b\u9069\u5207\u3067\u3059\u3002\u7d44\u7e54\u306f\u901a\u5e38\u30013\uff5e5\u5e74\u3054\u3068\u3001\u307e\u305f\u306f\u91cd\u8981\u306a\u5909\u66f4\u304c\u3042\u3063\u305f\u5834\u5408\u306b\u767a\u884c\u3057\u307e\u3059\u3002RFP\u3092\u767a\u884c\u3059\u308b\u524d\u306b\u614e\u91cd\u306a\u8a08\u753b\u3092\u7acb\u3066\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306e\u52b9\u7387\u3068\u52b9\u679c\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3001\u7d44\u7e54\u304c\u5fc5\u8981\u3068\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u53d6\u5f97\u3057\u3001\u8ca1\u52d9\u76ee\u6a19\u3092\u9054\u6210\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-goals-and-objectives-of-an-investment-advisory-rfp\">\u6295\u8cc7\u52a9\u8a00RFP\u306e\u76ee\u6a19\u3068\u76ee\u7684<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u76ee\u6a19\u306f\u3001\u8cea\u554f\u3001\u8a55\u4fa1\u57fa\u6e96\u3001\u6700\u7d42\u7684\u306a\u9078\u5b9a\u306e\u6c7a\u5b9a\u3092\u5f62\u6210\u3057\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u76ee\u7684\u306b\u306f\u6b21\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7af6\u4e89\u529b\u306e\u3042\u308b\u6599\u91d1\u63d0\u6848\u306e\u7372\u5f97\uff08\u4f8b\uff1a1\u5e74\u4ee5\u5185\u306b\u7dcf\u8cbb\u7528\u309215%\u524a\u6e1b\u3059\u308b\uff09<\/li>\n\n\n\n<li>\u6539\u5584 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9-2025%e5%b9%b4%e3%81%b8%e3%81%ae%e6%9c%80%e8%89%af%e3%81%ae%e3%83%92%e3%83%b3%e3%83%88\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/a> \u3088\u308a\u826f\u3044\u8cc7\u7523\u914d\u5206\u306b\u3088\u308b\u30ea\u30b9\u30af\u8abf\u6574\u5f8c\u30ea\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>GIPS\u6e96\u62e0\u306e\u56db\u534a\u671f\u30b5\u30de\u30ea\u30fc\u306b\u3088\u308b\u5831\u544a\u900f\u660e\u6027\u306e\u5411\u4e0a<\/li>\n\n\n\n<li>2027\u5e741\u67081\u65e5\u307e\u3067\u306bESG\u307e\u305f\u306f\u30df\u30c3\u30b7\u30e7\u30f3\u95a2\u9023\u6295\u8cc7\u65b9\u91dd\u3068\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5019\u88dc\u8005\u306f\u3001\u7d44\u7e54\u306e\u898f\u6a21\u3068\u30cb\u30fc\u30ba\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001\u4e8b\u524d\u306b\u8cc7\u683c\u5be9\u67fb\u3055\u308c\u308b\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u76ee\u7684\u306f\u3001\u8a55\u4fa1\u3068\u9078\u5b9a\u30d7\u30ed\u30bb\u30b9\u3092\u5c0e\u304d\u3001\u7d44\u7e54\u304c\u900f\u660e\u6027\u3001\u516c\u5e73\u6027\u3001\u52b9\u679c\u7684\u306a\u7d50\u679c\u3092\u671f\u5f85\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3092\u610f\u56f3\u3057\u3066\u3044\u307e\u3059\u3002\u6226\u7565\u7684\u76ee\u6a19\uff08\u9577\u671f\u7684\u306a\u30ea\u30bf\u30fc\u30f3\u76ee\u6a19\uff09\u3068\u904b\u7528\u76ee\u6a19\uff08\u5bfe\u5fdc\u983b\u5ea6\u3001\u5fdc\u7b54\u6642\u9593\uff09\u3092\u533a\u5225\u3057\u3066\u304f\u3060\u3055\u3044\u3002RFP\u3067\u306f\u3001\u516c\u5e73\u6027\u3068\u76e3\u67fb\u306b\u304a\u3051\u308b\u9632\u5fa1\u53ef\u80fd\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u3053\u308c\u3089\u306e\u76ee\u6a19\u306b\u5bfe\u3057\u3066\u63d0\u6848\u304c\u3069\u306e\u3088\u3046\u306b\u63a1\u70b9\u3055\u308c\u308b\u304b\u3092\u660e\u793a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-and-when-to-issue-an-rfp-for-investment-advisory-services\">\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u3067RFP\u3092\u767a\u884c\u3059\u308b\u7406\u7531\u3068\u6642\u671f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u3092\u767a\u51fa\u3059\u308b\u4e3b\u306a\u304d\u3063\u304b\u3051\u3068\u3057\u3066\u306f\u30013\u5e74\u4ee5\u4e0a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u4e0b\u56de\u308b\u904b\u7528\u6210\u7e3e\u304c\u7d9a\u3044\u3066\u3044\u308b\u5834\u5408\u3001\u8cc7\u7523\u898f\u6a21\u304c1\u51044,500\u4e07\u30c9\u30eb\u3068\u3044\u3063\u305f\u95be\u5024\u3092\u8d85\u3048\u305f\u5834\u5408\u3001\u3042\u308b\u3044\u306f\u5408\u4f75\u3084\u591a\u984d\u306e\u5bc4\u4ed8\u3068\u3044\u3063\u305f\u91cd\u5927\u306a\u4e8b\u8c61\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u975e\u55b6\u5229\u56e3\u4f53\u3084\u81ea\u6cbb\u4f53\u306f\u3001\u7279\u306b\u516c\u6587\u66f8\u958b\u793a\u6cd5\u3084\u516c\u958b\u4f1a\u8b70\u6cd5\u306e\u9069\u7528\u3092\u53d7\u3051\u308b\u5834\u5408\u3001\u53d7\u8a17\u8005\u3068\u3057\u3066\u306e\u614e\u91cd\u6027\u3092\u793a\u3059\u305f\u3081\u306bRFP\u3092\u6d3b\u7528\u3057\u307e\u3059\u3002\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308bRFP\u306e\u767a\u51fa\u6642\u671f\u3084\u304d\u3063\u304b\u3051\u306f\u3001\u7d44\u7e54\u306e\u30cb\u30fc\u30ba\u3084\u72b6\u6cc1\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u306e\u653f\u7b56\u5927\u5e45\u6539\u5b9a\u5f8c\u306e\u30ec\u30ac\u30b7\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4ea4\u4ee3\u3001\u73fe\u884c\u4f01\u696d\u306e\u6599\u91d1\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3001\u307e\u305f\u306f\u5f93\u6765\u306e\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u304b\u3089\u5b8c\u5168\u30a2\u30a6\u30c8\u30bd\u30fc\u30b9\u3055\u308c\u305fCIO\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u62e1\u5927\u3068\u3044\u3063\u305f\u30b7\u30ca\u30ea\u30aa\u3092\u691c\u8a0e\u3057\u3066\u304f\u3060\u3055\u3044\u3002RFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u306e\u767a\u884c\u6642\u671f\u306f\u3001\u4f1a\u8a08\u5e74\u5ea6\u306b\u5408\u308f\u305b\u30012026\u5e749\u6708\u306b\u767a\u884c\u3057\u30012027\u5e741\u67081\u65e5\u307e\u3067\u306b\u5951\u7d04\u7de0\u7d50\u3092\u76ee\u6307\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5b9a\u671f\u7684\u306a5\u5e74\u30b5\u30a4\u30af\u30eb\u306e\u5b9f\u65bd\u306f\u3001\u30d0\u30a4\u30a2\u30b9\u306e\u8a8d\u8b58\u3092\u6e1b\u3089\u3059\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u304c\u3001\u30aa\u30d5\u30b5\u30a4\u30af\u30eb\u306eRFP\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u3088\u3046\u306a\u7dca\u6025\u306e\u554f\u984c\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-preparation-before-drafting-the-rfp\">RFP\u4f5c\u6210\u524d\u306e\u6e96\u5099<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u57f7\u7b46\u524d\u306b\u3001\u7d44\u7e54\u306e\u4e3b\u8981\u306a\u5206\u91ce\u3092\u7279\u5b9a\u3057\u3001\u5185\u90e8\u8a55\u4fa1\u3068\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3068\u306e\u9023\u643a\u3092\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%9a%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a3%e3%83%bc%e3%81%8c%e4%bb%8a%e6%97%a5%e3%81%8b%e3%82%89%e4%bd%bf%e3%81%88%e3%82%8b5%e3%81%a4\/\" target=\"_self\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3<\/a> \u307e\u305f\u306f\u3001\u6e96\u5099\u4e2d\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u5fc5\u8981\u306e\u3042\u308b\u80fd\u529b\u30022026\u5e743\u670831\u65e5\u6642\u70b9\u3067\u306e\u5404\u6295\u8cc7\u30d7\u30fc\u30eb\uff08\u5bc4\u4ed8\u91d1\u3001\u904b\u55b6\u6e96\u5099\u91d1\u3001\u5e74\u91d1\uff09\u306b\u3064\u3044\u3066\u3001\u5e02\u5834\u4fa1\u5024\u3001\u914d\u5206\u3001\u304a\u3088\u3073\u652f\u51fa\u898f\u5247\u3092\u542b\u30801\u30da\u30fc\u30b8\u306e\u6982\u8981\u3092\u4f5c\u6210\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u975e\u88c1\u91cf\u578b\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u88c1\u91cf\u578bOCIO\u3001\u307e\u305f\u306f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30e2\u30c7\u30eb\u306e\u3044\u305a\u308c\u3092\u3054\u5e0c\u671b\u304b\u660e\u78ba\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u4e3b\u8981\u306a\u66f8\u985e\u3092\u6e96\u5099\u3057\u3066\u304f\u3060\u3055\u3044\uff1a\u73fe\u5728\u306e <a href=\"https:\/\/www.investglass.com\/ja\/%e8%b3%87%e7%94%a3%e9%81%8b%e7%94%a8%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%9f%e3%82%81%e3%81%aerfp%e4%bd%9c%e6%88%90%e5%bf%85%e6%90%ba%e3%82%ac%e3%82%a4%e3%83%89\/\" target=\"_self\">\u6295\u8cc7\u65b9\u91dd\u66f8<\/a>, \u652f\u51fa\u65b9\u91dd\u3001\u65e2\u5b58\u5951\u7d04\u3001\u6599\u91d1\u8868\u3001\u304a\u3088\u30733-5\u5e74\u9593\u306e\u696d\u7e3e\u5831\u544a\u66f8\u3002\u767a\u884c\u306e\u5c11\u306a\u304f\u3068\u308260\u65e5\u524d\u306b\u3001\u8ca1\u52d9\u30b9\u30bf\u30c3\u30d5\u3001\u59d4\u54e1\u4f1a\u306e\u30e1\u30f3\u30d0\u30fc\u3001\u304a\u3088\u3073\u6cd5\u5f8b\u9867\u554f\u3068\u306e\u6700\u521d\u306e\u8a08\u753b\u4f1a\u8b70\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u5951\u7d04\u306b\u304a\u3051\u308b\u53d7\u8a17\u8005\u8cac\u4efb\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u5229\u76ca\u76f8\u53cd\u306b\u95a2\u3059\u308b\u958b\u793a\u3092\u6c42\u3081\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-questions-to-guide-internal-goal-setting\">\u76ee\u6a19\u8a2d\u5b9a\u3092\u5c0e\u304f\u305f\u3081\u306e\u4e3b\u8981\u306a\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5916\u90e8\u3078\u306e\u8cea\u554f\u3092\u4f5c\u6210\u3059\u308b\u524d\u306b\u3001\u8cb4\u59d4\u54e1\u4f1a\u306f\u3001\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u306e\u7ba1\u7406\u304a\u3088\u3073\u30ec\u30d3\u30e5\u30fc\u306b\u95a2\u3059\u308b\u73fe\u5728\u306e\u6163\u884c\u306e\u8a55\u4fa1\u3092\u542b\u3080\u3001\u5185\u90e8\u4e8b\u9805\u306b\u5bfe\u51e6\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u9762\u7a4d<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u8981\u306a\u8cea\u554f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30bd\u30fc\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8ab0\u304c\u63d0\u6848\u66f8\u3092\u8aad\u307f\u3001\u63a1\u70b9\u3057\u307e\u3059\u304b\uff1f\u52b9\u679c\u7684\u306b\u30ec\u30d3\u30e5\u30fc\u3067\u304d\u308b\u306e\u306f\u3044\u304f\u3064\u3067\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u512a\u5148\u9806\u4f4d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306e\u4f4e\u6e1b\u3001\u6210\u9577\u306e\u5f37\u5316\u3001\u307e\u305f\u306f\u914d\u5f53\u306e\u5b89\u5b9a\u5316\u306e\u3044\u305a\u308c\u304c\u6700\u3082\u91cd\u8981\u3067\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ESG<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8ca1\u52d9\u7684\u30ea\u30bf\u30fc\u30f3\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068\u3068\u6bd4\u8f03\u3057\u3066\u3001\u30a4\u30f3\u30d1\u30af\u30c8\u6295\u8cc7\u306f\u3069\u306e\u7a0b\u5ea6\u91cd\u8981\u3067\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30b3\u30fc\u30d7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9069\u683c\u306a\u3059\u3079\u3066\u306e\u4f01\u696d\u3092\u62db\u5f85\u3057\u307e\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u6700\u4f4e\u57fa\u6e96\u3092\u6e80\u305f\u30595\u301c8\u793e\u306b\u7d5e\u308a\u307e\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>RFP\u306e\u7bc4\u56f2\u306f\u3001\u30c1\u30fc\u30e0\u304c\u5206\u6790\u3067\u304d\u308b\u5185\u5bb9\u306b\u9650\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u901a\u5e38\u3001\u5fdc\u52df\u8005\u306fAUM\uff08\u904b\u7528\u8cc7\u7523\u7dcf\u984d\uff09\u306e\u3057\u304d\u3044\u5024\u3001\u7d4c\u9a13\u8981\u4ef6\u3001\u304a\u3088\u3073\u30af\u30ea\u30fc\u30f3\u306a\u898f\u5236\u72b6\u6cc1\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u300120\uff5e40\u30da\u30fc\u30b8\u306e\u63d0\u6848\u66f8\u3092\u63d0\u51fa\u3059\u308b\u3082\u306e\u3068\u3057\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-process-for-running-an-effective-rfp\">\u52b9\u679c\u7684\u306aRFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u5b9f\u65bd\u306e\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\u30d0\u30a4\u30b9\u30c6\u30c3\u30d7\u30d7\u30ed\u30bb\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u62c5\u5f53\u8005\uff08CFO\u3001\u8ca1\u52d9\u62c5\u5f53\u5f79\u54e1\u3001\u307e\u305f\u306f\u59d4\u54e1\u9577\uff09\u304a\u3088\u3073\u30ef\u30fc\u30ad\u30f3\u30b0\u30b0\u30eb\u30fc\u30d7\u3092\u4efb\u547d\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u6b21\u306e6\u3064\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u5f93\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8a08\u753b\u3068\u30b9\u30b3\u30fc\u30d7\u8a2d\u5b9a<\/strong> \u5185\u90e8\u8a55\u4fa1\u3068\u6587\u66f8\u5316<\/li>\n\n\n\n<li><strong>RFP\u306e\u4f5c\u6210<\/strong> \u6a19\u6e96\u7684\u306a\u30bb\u30af\u30b7\u30e7\u30f3\u306b\u5f93\u3063\u3066\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b<\/li>\n\n\n\n<li><strong>\u914d\u5e03<\/strong> \u2013 \u8cc7\u683c\u306e\u3042\u308b\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u9001\u4fe1<\/li>\n\n\n\n<li><strong>\u63d0\u6848\u306e\u5be9\u67fb<\/strong> - \u5b8c\u5168\u6027\u3068\u6700\u4f4e\u8981\u4ef6\u3092\u78ba\u8a8d\u3059\u308b\u3002\u5be9\u67fb\u54e1\u304c\u3001\u7121\u6b20\u70b9\u304b\u3089\u4e0d\u53ef\u307e\u3067\u306e\u5c3a\u5ea6\u3067\u5404\u8cea\u554f\u3078\u306e\u56de\u7b54\u3092\u8a55\u4fa1\u3067\u304d\u308b\u8a55\u4fa1\u69cb\u9020\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u516c\u5e73\u306a\u7af6\u4e89\u74b0\u5883\u304c\u78ba\u4fdd\u3055\u308c\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u6700\u7d42\u5019\u88dc\u8005\u9762\u63a5<\/strong> \u5bfe\u9762\u307e\u305f\u306f\u30d3\u30c7\u30aa\u3067\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u65bd\u3059\u308b<\/li>\n\n\n\n<li><strong>\u4ea4\u6e09\u3068\u5b9f\u884c<\/strong> - \u52a9\u8a00\u5951\u7d04\u3092\u6700\u7d42\u6c7a\u5b9a\u3059\u308b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u5168\u4f53\u3092\u901a\u3057\u3066\u3001\u63d0\u6848\u3092\u8a55\u4fa1\u30fb\u6bd4\u8f03\u3059\u308b\u305f\u3081\u306b\u69cb\u9020\u5316\u3055\u308c\u305f\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u3092\u4f7f\u7528\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u52b9\u679c\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u3001\u5b8c\u5168\u3067\u3001\u3059\u3079\u3066\u306e\u8a55\u4fa1\u57fa\u6e96\u3092\u6e80\u305f\u3059\u56de\u7b54\u3092\u53d7\u3051\u53d6\u308b\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-the-rfp-timeline-and-milestones\">RFP\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3068\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306e\u8a2d\u8a08<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306f3\u301c6\u30f6\u6708\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30f3\u30d7\u30eb\u65e5\u4ed8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u767a\u884c\u306e\u53d6\u7de0\u5f79\u4f1a\u627f\u8a8d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e745\u67081\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>RFP\u767a\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e745\u670815\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8cea\u554f\u7de0\u5207<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e746\u67087\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u63d0\u6848\u671f\u9650<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e746\u670821\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u59d4\u54e1\u4f1a\u5be9\u67fb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e746\u670822\u65e5\uff5e7\u670810\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6700\u7d42\u5019\u88dc\u8005\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e747\u670815\u65e5\u301c25\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f79\u54e1\u4f1a\u6c7a\u8b70<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e748\u670815\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5951\u7d04\u7de0\u7d50<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e749\u67081\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u305f\u3081\u3001\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u6700\u7d42\u6295\u7968\u306e\u9593\u306b10\u55b6\u696d\u65e5\u4ee5\u4e0a\u306e\u30d0\u30c3\u30d5\u30a1\u30fc\u3092\u8a2d\u3051\u3066\u304f\u3060\u3055\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-managing-rfp-communications-and-q-amp-a\">RFP\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068Q&amp;A\u306e\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uff11\u540d\u306e\u62c5\u5f53\u8005\u3092\u65bd\u8a2d\u540d\u3068\u3068\u3082\u306b\u6307\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044 <a href=\"https:\/\/www.investglass.com\/ja\/2023%e5%b9%b4%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e7%84%a1%e6%96%99%e3%83%a1%e3%83%bc%e3%83%ab%e3%82%a2%e3%82%ab%e3%82%a6%e3%83%b3%e3%83%88%e3%83%bb%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%83%bb\/\" target=\"_self\">\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9<\/a> \uff08\u4f8b\uff1arfp@organization.org\uff09\u3002\u6b63\u5f0f\u306a\u8cea\u7591\u5fdc\u7b54\u671f\u9593\u3092\u8a2d\u3051\u308b\uff1a\u8cea\u554f\u306f2026\u5e746\u67087\u65e5\u307e\u3067\u306b\u63d0\u51fa\u3057\u3001\u56de\u7b54\u306f\u3059\u3079\u3066\u306e\u5fdc\u52df\u8005\u306b\u540c\u6642\u306b\u5171\u6709\u3059\u308b\u3002\u516c\u5e73\u6027\u3092\u4fdd\u3064\u305f\u3081\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u4ee5\u5916\u3067\u306e\u500b\u5225\u306e\u9762\u8ac7\u306f\u907f\u3051\u308b\u3002\u91cd\u8981\u306a\u660e\u78ba\u5316\u306b\u3064\u3044\u3066\u306f\u3001\u660e\u78ba\u306a\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3092\u6301\u3064\u88dc\u8db3\u8cc7\u6599\u3092\u4f7f\u7528\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-sections-of-a-request-for-proposal-for-investment-advisory-services\">\u6295\u8cc7\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306e\u4e3b\u8981\u30bb\u30af\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u306f\u3001\u660e\u78ba\u306b\u30e9\u30d9\u30eb\u4ed8\u3051\u3055\u308c\u305f\u4ee5\u4e0b\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3092\u542b\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u7d44\u7e54\u6982\u8981<\/li>\n\n\n\n<li>\u30b5\u30fc\u30d3\u30b9\u7bc4\u56f2<\/li>\n\n\n\n<li>\u63d0\u6848\u6307\u793a\u3068\u63d0\u51fa\u8981\u4ef6<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u30a2\u30f3\u30b1\u30fc\u30c8<\/li>\n\n\n\n<li>\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3068\u8a55\u4fa1\u57fa\u6e96<\/li>\n\n\n\n<li>\u6cd5\u5f8b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u5951\u7d04\u7528\u8a9e<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u51fa\u5185\u5bb9\u3092\u7684\u78ba\u304b\u3064\u6bd4\u8f03\u53ef\u80fd\u306b\u3059\u308b\u305f\u3081\u3001\u30bb\u30af\u30b7\u30e7\u30f3\u3054\u3068\u306b\u30da\u30fc\u30b8\u5236\u9650\u3092\u8a2d\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\uff08\u4f8b\uff1a\u4f1a\u793e\u6982\u8981\u306f2\u30da\u30fc\u30b8\u3001\u6295\u8cc7\u30d7\u30ed\u30bb\u30b9\u306f3\uff5e5\u30da\u30fc\u30b8\uff09\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-organization-overview-and-investment-pools\">\u7d44\u7e54\u6982\u8981\u3068\u6295\u8cc7\u30d7\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u306a\u305f\u306e\u6b74\u53f2\u3001\u6cd5\u7684\u69cb\u9020\uff08501(c)(3)\u3001\u5730\u65b9\u81ea\u6cbb\u4f53\u3001\u5e74\u91d1\u5236\u5ea6\uff09\u3001\u305d\u3057\u3066\u4f7f\u547d\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u7279\u5b9a\u306e\u65e5\u4ed8\u6642\u70b9\u306e\u73fe\u5728\u306e\u6295\u8cc7\u60c5\u5831\u3092\u542b\u3081\u3066\u63d0\u793a\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e02\u5834\u4fa1\u5024\u3068\u30d7\u30fc\u30eb\u3054\u3068\u306e\u76ee\u6a19\u914d\u5206\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u9020\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u305f\u3081\u306b\u3001\u7d44\u7e54\u306e\u8cc7\u91d1\u304c\u3055\u307e\u3056\u307e\u306a\u30d7\u30fc\u30eb\u306b\u3069\u306e\u3088\u3046\u306b\u6295\u8cc7\u3055\u308c\u3066\u3044\u308b\u304b\u306e\u8a73\u7d30<\/li>\n\n\n\n<li>\u6d41\u52d5\u6027\u30cb\u30fc\u30ba\u3068\u652f\u51fa\u65b9\u91dd<\/li>\n\n\n\n<li>\u5236\u9650\uff08\u5bc4\u4ed8\u8005\u4e0a\u9650\u3001\u50b5\u5238\u6761\u9805\u3001\u5dde\u6cd5\uff09<\/li>\n\n\n\n<li>\u30ac\u30d0\u30ca\u30f3\u30b9\u4f53\u5236\u3068\u4f1a\u8b70\u983b\u5ea6<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scope-of-services-and-advisor-responsibilities\">\u30b5\u30fc\u30d3\u30b9\u7bc4\u56f2\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u8cac\u4efb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u9808\u304a\u3088\u3073\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3057\u307e\u3059\u3002\u6226\u7565\u7684\u8cc7\u7523\u914d\u5206\u52e7\u544a\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u9078\u5b9a\u3001GIPS\u6e96\u62e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u66f8\u9762\u30ec\u30d3\u30e5\u30fc\u3001\u5e74\u6b21\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001IPS\u30ec\u30d3\u30e5\u30fc\u3001\u304a\u3088\u3073\u53d7\u8a17\u8005\u8cac\u4efb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3002\u8cb4\u793e\u306e\u30b9\u30bf\u30c3\u30d5\u306e\u5ef6\u9577\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u8cb4\u793e\u306e\u30c1\u30fc\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3059\u308b\u304b\u3069\u3046\u304b\u3092\u660e\u8a18\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u4f1a\u8b70\u306e\u983b\u5ea6\u3001\u5fdc\u7b54\u6642\u9593\u306e\u671f\u5f85\u5024\u3001\u304a\u3088\u3073\u95a2\u4fc2\u304c\u88c1\u91cf\u6a29\u3001\u52e7\u544a\u306e\u307f\u3001\u307e\u305f\u306f\u7406\u4e8b\u4f1a\u307e\u305f\u306f\u59d4\u54e1\u4f1a\u306b\u3088\u308b\u793e\u5185\u3001\u3042\u308b\u3044\u306f\u5b8c\u5168\u306a\u88c1\u91cf\u6a29\u3092\u6301\u3064\u5358\u4e00\u306e\u4f1a\u793e\u306b\u3088\u308b\u793e\u5916\u306e\u3044\u305a\u308c\u304b\u306b\u3088\u3063\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u76e3\u7763\u3055\u308c\u308b\u7ba1\u7406\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u542b\u3080\u304b\u3069\u3046\u304b\u3092\u660e\u78ba\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-proposal-instructions-and-submission-requirements\">\u63d0\u6848\u6307\u793a\u3068\u63d0\u51fa\u8981\u4ef6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u8981\u4ef6\uff1a2026\u5e746\u670821\u65e5\u5348\u5f8c5\u6642\u307e\u3067\u306b\u3001\u6307\u5b9a\u3055\u308c\u305f\u62c5\u5f53\u8005\u5b9b\u306bPDF\u30921\u901a\u30e1\u30fc\u30eb\u3067\u9001\u4ed8\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u63d0\u6848\u66f8\u306f\u5225\u6dfb\u8cc7\u6599\u3092\u9664\u304d40\u30da\u30fc\u30b8\u4ee5\u5185\u3068\u3057\u3001\u30d5\u30a9\u30f3\u30c8\u30b5\u30a4\u30ba\u306f11\u30dd\u30a4\u30f3\u30c8\u4ee5\u4e0a\u3001\u8a18\u8f09\u9806\u5e8f\u306b\u5f93\u3063\u3066\u304f\u3060\u3055\u3044\u3002\u30aa\u30fc\u30d7\u30f3\u30ec\u30b3\u30fc\u30c9\u6cd5\uff08\u60c5\u5831\u516c\u958b\u6cd5\uff09\u306b\u3064\u3044\u3066\u56de\u7b54\u8005\u306b\u6ce8\u610f\u559a\u8d77\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u96fb\u8a71\u756a\u53f7\u3068\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3092\u8a18\u8f09\u3057\u305f\u4e00\u6b21\u9023\u7d61\u62c5\u5f53\u8005\u3092\u6307\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u3089\u306e\u8981\u4ef6\u306f\u3001\u516c\u5e73\u306a\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u63d0\u51fa\u3055\u308c\u305f\u63d0\u6848\u66f8\u306b\u57fa\u3065\u3044\u3066\u7d44\u7e54\u304c\u6700\u3082\u9069\u5207\u306a\u63d0\u4f9b\u8005\u3092\u9078\u629e\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-an-effective-questionnaire-for-investment-advisors\">\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306e\u52b9\u679c\u7684\u306a\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u4f5c\u6210<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30f3\u30b1\u30fc\u30c8\u306fRFP\u306e\u5fc3\u81d3\u90e8\u3067\u3042\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b5\u30fc\u30d3\u30b9\u3001\u6295\u8cc7\u5206\u6790\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u53c2\u52a0\u8005\u6559\u80b2\u3001\u5168\u4f53\u7684\u306a\u30ea\u30bd\u30fc\u30b9\u306a\u3069\u306e\u91cd\u8981\u306a\u5206\u91ce\u3067\u3001\u5404\u793e\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u80fd\u529b\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002\u8cea\u554f\u3092\u8ad6\u7406\u7684\u306a\u30ab\u30c6\u30b4\u30ea\u306b\u6574\u7406\u3057\u3066\u4e00\u8cab\u3057\u305f\u6bd4\u8f03\u3092\u53ef\u80fd\u306b\u3057\u3001\u56de\u7b54\u8005\u304b\u3089\u5305\u62ec\u7684\u306a\u60c5\u5831\u3092\u53d6\u5f97\u3059\u308b\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u56de\u7b54\u8005\u3092\u5727\u5012\u3059\u308b\u3053\u3068\u306a\u304f\u5305\u62ec\u7684\u306a\u60c5\u5831\u3092\u53d6\u5f97\u3067\u304d\u308b\u3088\u3046\u306b\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u8a2d\u8a08\u3057\u3001\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u304c\u7ba1\u7406\u53ef\u80fd\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-firm-background-governance-and-team\">\u4f01\u696d\u6982\u8981\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u304a\u3088\u3073\u30c1\u30fc\u30e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb4\u793e\u306e\u6cbf\u9769\u3001\u6240\u6709\u69cb\u9020\u3001\u7279\u5b9a\u6642\u70b9\u3067\u306e\u904b\u7528\u8cc7\u7523\u6b8b\u9ad8\uff08AUM\uff09\u3001\u304a\u3088\u3073\u7d44\u7e54\u56f3\u306b\u3064\u3044\u3066\u3054\u6559\u793a\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u8cc7\u683c\uff08CFA\u3001CAIA\u306a\u3069\uff09\u3092\u542b\u3080\u7d4c\u6b74\u3001\u30aa\u30d5\u30a3\u30b9\u6240\u5728\u5730\u3001\u304a\u3088\u3073\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u62c5\u5f53\u8005\u306e\u60c5\u5831\u3082\u4f75\u305b\u3066\u3054\u63d0\u51fa\u304f\u3060\u3055\u3044\u3002\u8cb4\u793e\u7d44\u7e54\u306b\u304a\u3044\u3066\u3001\u6295\u8cc7\u904b\u7528\u30d7\u30ed\u30bb\u30b9\u3092\u76e3\u7763\u3057\u3001\u8cac\u4efb\u3092\u8ca0\u3046\u62c5\u5f53\u8005\u3092\u3054\u6307\u5b9a\u304f\u3060\u3055\u3044\u3002\u904e\u53bb10\u5e74\u9593\u306e\u5f93\u696d\u54e1\u96e2\u8077\u7387\u304a\u3088\u3073\u898f\u5236\u4e0a\u306e\u7d4c\u7def\u306b\u3064\u3044\u3066\u3082\u3054\u8cea\u554f\u3044\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investment-philosophy-process-and-performance\">\u6295\u8cc7\u54f2\u5b66\u3001\u30d7\u30ed\u30bb\u30b9\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u304c\u8cc7\u672c\u5e02\u5834\u306e\u4eee\u5b9a\u3092\u3069\u306e\u3088\u3046\u306b\u5f62\u6210\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u5c0b\u306d\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u306a\u305f\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u5408\u81f4\u3059\u308b\u4ee3\u8868\u7684\u306a\u30b3\u30f3\u30dd\u30b8\u30c3\u30c8\u306b\u3064\u3044\u3066\u30012025\u5e7412\u670831\u65e5\u6642\u70b9\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306b\u5bfe\u3059\u308b1\u5e74\u30013\u5e74\u30015\u5e74\u300110\u5e74\u7d4c\u904e\u5f8c\u306e\u7d14\u30ea\u30bf\u30fc\u30f3\u3092\u6a19\u6e96\u5316\u3055\u308c\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u7d50\u679c\u3068\u3057\u3066\u4f9d\u983c\u3057\u3066\u304f\u3060\u3055\u3044\u30022020\u5e743\u6708\u304a\u3088\u30732022\u5e74\u306e\u91d1\u5229\u5f15\u304d\u4e0a\u3052\u671f\u9593\u4e2d\u306b\u4f7f\u7528\u3055\u308c\u305f\u30ea\u30b9\u30af\u7ba1\u7406\u6226\u7565\u306b\u3064\u3044\u3066\u5c0b\u306d\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fees-conflicts-of-interest-and-compensation\">\u624b\u6570\u6599\u3001\u5229\u76ca\u76f8\u53cd\u3001\u304a\u3088\u3073\u5831\u916c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u7684\u306a\u30b3\u30b9\u30c8\u958b\u793a\u3092\u8981\u6c42\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u624b\u6570\u6599\uff08\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\uff09\u3001\u8cc7\u7523\u30ec\u30d9\u30eb\u3067\u306e\u5e74\u9593\u63a8\u5b9a\u30c9\u30eb\u984d\u3001\u304a\u3088\u3073\u7b2c\u4e09\u8005\u5831\u916c\u306e\u958b\u793a\u3002\u307e\u305f\u3001\u7d44\u5165\u30d5\u30a1\u30f3\u30c9\u306e\u7d4c\u8cbb\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u624b\u6570\u6599\u3068\u3069\u306e\u3088\u3046\u306b\u76f8\u4e92\u4f5c\u7528\u3059\u308b\u304b\u3092\u793a\u3059\u30b5\u30f3\u30d7\u30eb\u8acb\u6c42\u66f8\u3092\u8981\u6c42\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-timeline-evaluation-criteria-and-decision-making\">\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3001\u8a55\u4fa1\u57fa\u6e96\u3001\u610f\u601d\u6c7a\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a55\u4fa1\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u3092\u91cd\u307f\u4ed8\u3051\u3055\u308c\u305f\u57fa\u6e96\u3068\u3068\u3082\u306b\u516c\u958b\u3057\u3066\u304f\u3060\u3055\u3044\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/10-%e6%96%b0%e9%ae%ae%e3%81%aa%e8%a8%80%e3%81%84%e6%96%b9\/\" target=\"_self\">\u4f8b\u3048\u3070<\/a>: 30% \u6295\u8cc7\u30d7\u30ed\u30bb\u30b9\u300125% \u624b\u6570\u6599\u300120% \u904b\u7528\u5b9f\u7e3e\u300115% \u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u300110% \u4f01\u696d\u306e\u5b89\u5b9a\u6027\u3002\u5b9a\u91cf\u7684\u306a\u8a55\u4fa1\u3068\u5b9a\u6027\u7684\u306a\u5224\u65ad\u306e\u4e21\u65b9\u3092\u7528\u3044\u308b\u3002\u4f01\u696d\u306f\u3001\u8981\u8acb\u306b\u5fdc\u3058\u3066\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3084\u9762\u63a5\u3092\u542b\u3080\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u306b\u7a4d\u6975\u7684\u306b\u53c2\u52a0\u3059\u308b\u59ff\u52e2\u304c\u6c42\u3081\u3089\u308c\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u66f8\u9762\u304a\u3088\u3073\u53e3\u982d\u3067 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%83%bb%e3%83%a2%e3%83%8b%e3%82%bf%e3%83%aa%e3%83%b3%e3%82%b0%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%97%e3%83%a9%e3%82%af%e3%83%86\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u30ec\u30dd\u30fc\u30c8<\/a> \u304a\u3088\u3073\u5e02\u5834\u306e\u72b6\u6cc1\u3002\u3053\u308c\u3089\u306f\u3001\u9867\u5ba2\u306b\u6295\u8cc7\u72b6\u6cc1\u3092\u4f1d\u3048\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e6%8e%a8%e8%96%a6%e7%8a%b6%e3%82%92%e6%89%8b%e3%81%ab%e5%85%a5%e3%82%8c%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%92%e3%83%b3%e3%83%88\/\" target=\"_self\">\u53c2\u7167<\/a> \u6a19\u6e96\u30b9\u30af\u30ea\u30d7\u30c8\u3092\u7528\u3044\u3066\u985e\u4f3c\u7d44\u7e54\u3068\u7167\u5408\u3057\u307e\u3059\u3002\u63d0\u6848\u66f8\u306e\u63a1\u70b9\u5f8c\u3001RFP\u59d4\u54e1\u4f1a\u30e1\u30f3\u30d0\u30fc\u306f\u3001\u56de\u7b54\u306b\u5bfe\u3059\u308b\u5171\u901a\u7406\u89e3\u306b\u3064\u3044\u3066\u8b70\u8ad6\u3057\u3001\u63a1\u70b9\u306e\u4e0d\u4e00\u81f4\u306b\u5bfe\u51e6\u3057\u3066\u3001\u5fb9\u5e95\u3057\u305f\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-from-shortlist-to-final-selection\">\u30b7\u30e7\u30fc\u30c8\u30ea\u30b9\u30c8\u304b\u3089\u6700\u7d42\u9078\u8003\u3078<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u521d\u671f\u30b9\u30b3\u30a2\u3068\u6700\u4f4e\u57fa\u6e96\u306b\u57fa\u3065\u304d\u30013\uff5e4\u540d\u306e\u6700\u7d42\u5019\u88dc\u8005\u306b\u7d5e\u308a\u8fbc\u307f\u307e\u3059\u3002\u4e8b\u524d\u306b\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u8b70\u984c\u3092\u63d0\u793a\u3057\u3001\u5404\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u309260\uff5e90\u5206\u306b\u5236\u9650\u3057\u3001\u3059\u3079\u3066\u306e\u4f1a\u8b70\u306b\u540c\u3058\u59d4\u54e1\u304c\u51fa\u5e2d\u3059\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u6bb5\u968e\u3067\u306f\u3001\u7d44\u7e54\u306e\u30cb\u30fc\u30ba\u3068\u3001\u5404\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u69cb\u9020\u3001\u30b5\u30fc\u30d3\u30b9\u3001\u6295\u8cc7\u30d7\u30ed\u30bb\u30b9\u3001\u8a55\u5224\u3092\u542b\u3080\u80fd\u529b\u306e\u4e21\u65b9\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u901f\u3084\u304b\u306b\u30c7\u30d6\u30ea\u30fc\u30d5\u30a3\u30f3\u30b0\u3092\u884c\u3044\u3001\u6d17\u7df4\u3055\u308c\u305f\u30eb\u30fc\u30d6\u30ea\u30c3\u30af\u3092\u4f7f\u7528\u3057\u3066\u518d\u63a1\u70b9\u3057\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u53d6\u7de0\u5f79\u4f1a\u3078\u306e\u63a8\u5968\u7406\u7531\u3092\u6587\u66f8\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-legal-compliance-and-contractual-considerations\">\u6cd5\u7684\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u304a\u3088\u3073\u5951\u7d04\u4e0a\u306e\u8003\u616e\u4e8b\u9805<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u88dc\u511f\u3001\u8cac\u4efb\u5236\u9650\u3001\u304a\u3088\u3073\u5951\u7d04\u89e3\u9664\u6761\u9805\u306b\u3064\u3044\u3066\u6cd5\u5f8b\u9867\u554f\u306b\u76f8\u8ac7\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u56de\u7b54\u8005\u306b\u306f\u3001SEC\u767b\u9332\u306e\u78ba\u8a8d\u3001\u30d5\u30a9\u30fc\u30e0ADV\u30d1\u30fc\u30c81\u304a\u3088\u30732A\u306e\u63d0\u4f9b\u3001\u898f\u5236\u4e0a\u306e\u554f\u984c\u306e\u958b\u793a\u3092\u8981\u6c42\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u95a2\u3059\u308b\u671f\u5f85\u3092\u660e\u793a\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30b1\u30a2\u306e\u57fa\u6e96\u3001\u5831\u544aSLA\u3001\u8acb\u6c42\u66f8\u767a\u884c\u65b9\u6cd5\u3001\u304a\u3088\u3073\u5951\u7d04\u89e3\u9664\u901a\u77e5\u671f\u9593\u306e\u4ea4\u6e09\u3092\u60f3\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-the-new-advisory-relationship-and-monitoring-performance\">\u65b0\u3057\u3044\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u95a2\u4fc2\u306e\u5c0e\u5165\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u76e3\u8996<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9078\u5b9a\u5f8c\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3068\u65b0\u898f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u9593\u306760\u301c90\u65e5\u9593\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8abf\u6574\u3059\u308b\u3002\u76ee\u6a19\u3001\u5831\u544a\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ed\u30c8\u30b3\u30eb\u3092\u78ba\u8a8d\u3059\u308b\u521d\u671f\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5b9f\u65bd\u3059\u308b\u3002\u5f53\u521d\u306e\u57fa\u6e96\u306b\u5bfe\u3059\u308b\u5e74\u6b21\u696d\u7e3e\u8a55\u4fa1\u3092\u8a08\u753b\u3057\u30013\u301c5\u5e74\u3054\u3068\u306b\u5305\u62ec\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3092\u884c\u3044\u3001\u7d44\u7e54\u306e\u30df\u30c3\u30b7\u30e7\u30f3\u3068\u30ea\u30bd\u30fc\u30b9\u3068\u306e\u7d99\u7d9a\u7684\u306a\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u65b0\u305f\u306aRFP\u30b5\u30a4\u30af\u30eb\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u3092\u691c\u8a0e\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u5f8c\u306b\u3001\u9069\u5207\u306b\u5b9f\u65bd\u3055\u308c\u305fRFP\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u3092\u69cb\u7bc9\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6295\u8cc7\u76ee\u6a19\u3092\u7406\u89e3\u3057\u3001\u81ea\u4fe1\u3092\u6301\u3063\u3066\u524d\u9032\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u751f\u7523\u7684\u3067\u9577\u671f\u7684\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u57fa\u76e4\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u3092\u5fd8\u308c\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002\u3055\u3089\u306b\u8a73\u3057\u3044\u6d1e\u5bdf\u3068\u30c4\u30fc\u30eb\u306b\u3064\u3044\u3066\u306f\u3001\u6b21\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Selecting the right investment advisor for your endowment, foundation, pension plan, or public fund starts with a well-designed request for proposal for investment advisory services. The stakes are significant: long-term asset pools with 10\u201330 year horizons face annual spending pressures, regulatory oversight under frameworks like UPMIFA and ERISA, and fiduciary responsibilities that demand documented due diligence. This guide from InvestGlass provides practical, step-by-step guidance for issuing an RFP in 2026, written from the perspective of an institutional investor seeking an external partner, not a sales pitch from any specific firm. Understanding the RFP for Investment Advisory Services An RFP is a formal, written invitation sent to multiple registered investment advisors, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1412,1599],"class_list":["post-49869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-advisory","tag-rfp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Guide to Request for Proposal for Investment Advisory Services | InvestGlass<\/title>\n<meta name=\"description\" content=\"Create an effective proposal for investment advisory services with our step-by-step guide for institutional investors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u6295\u8cc7\u9867\u554f\u30b5\u30fc\u30d3\u30b9rfp\u3067\u30c8\u30c3\u30d7\u4f01\u696d\u3092\u5f15\u304d\u4ed8\u3051\u308b\u65b9\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Design an Investment Advisory Services RFP That Attracts Top Firms?\" \/>\n<meta property=\"og:description\" content=\"Selecting the right investment advisor for your endowment, foundation, pension\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u6295\u8cc7\u9867\u554f\u30b5\u30fc\u30d3\u30b9rfp\u3067\u30c8\u30c3\u30d7\u4f01\u696d\u3092\u5f15\u304d\u4ed8\u3051\u308b\u65b9\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-07T07:04:54+00:00\" \/>\n<meta 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