{"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":"%ec%b5%9c%ea%b3%a0%ec%9d%98-%ed%9a%8c%ec%82%ac%eb%93%a4%ec%9d%84-%ec%9c%a0%ec%b9%98%ed%95%98%ea%b8%b0-%ec%9c%84%ed%95%9c-%ed%88%ac%ec%9e%90-%ec%9e%90%eb%ac%b8-%ec%84%9c%eb%b9%84%ec%8a%a4-rfp-%ec%84%a4","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-design-an-investment-advisory-services-rfp-that-attracts-top-firms\/","title":{"rendered":"\ucd5c\uace0\uc758 \uae30\uc5c5\uc744 \uc720\uce58\ud558\ub294 \ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4 RFP \uc124\uacc4 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc120 \uae30\uae08, \uc7ac\ub2e8, \uc5f0\uae08 \ub610\ub294 \uacf5\uacf5 \uae30\uae08\uc744 \uc704\ud55c \uc62c\ubc14\ub978 \ud22c\uc790 \uc790\ubb38\uac00\ub97c \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc798 \uc124\uacc4\ub41c <a href=\"https:\/\/www.investglass.com\/ko\/rfp-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac-%eb%aa%a8%eb%b2%94-%ec%82%ac%eb%a1%80-%ed%8c%81%ec%97%90-%eb%8c%80%ed%95%9c-%ed%95%84%ec%88%98-%ea%b0%80%ec%9d%b4%eb%93%9c\/\" target=\"_self\">\ud22c\uc790 \uc81c\uc548 \uc694\uccad<\/a> \uc790\ubb38 \uc11c\ube44\uc2a4. \uadf8 \uc911\uc694\uc131\uc740 \uc0c1\ub2f9\ud569\ub2c8\ub2e4. 10~30\ub144\uc758 \uc7a5\uae30 \uc790\uc0b0 \ud480\uc740 \uc5f0\uac04 \uc9c0\ucd9c \uc555\ubc15, UPMIFA \ubc0f ERISA\uc640 \uac19\uc740 \ud504\ub808\uc784\uc6cc\ud06c \ud558\uc5d0\uc11c\uc758 \uaddc\uc81c \uac10\ub3c5, \uadf8\ub9ac\uace0 \ubb38\uc11c\ud654\ub41c \uc2e4\uc0ac \uc694\uac74\uc744 \uc694\uad6c\ud558\ub294 \uc218\ud0c1 \ucc45\uc784\uc744 \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\ub85c\ubd80\ud130 <a href=\"https:\/\/www.investglass.com\/ko\/\" target=\"_self\">InvestGlass<\/a> 2026\ub144\uc5d0 RFP\ub97c \ubc1c\ud589\ud558\ub294 \uc2e4\uc9c8\uc801\uc778 \ub2e8\uacc4\ubcc4 \uc9c0\uce68, \uc678\ubd80 \ud30c\ud2b8\ub108\ub97c \ucc3e\ub294 \uae30\uad00 \ud22c\uc790\uc790\uc758 \uad00\uc810\uc5d0\uc11c \uc791\uc131\ub418\uc5c8\uc73c\uba70 \ud2b9\uc815 \uae30\uc5c5\uc758 \ud310\ub9e4 \uc81c\uc548\uc774 \uc544\ub2d8.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-rfp-for-investment-advisory-services\">\ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4 RFP \uc774\ud574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\ub294 \ub4f1\ub85d\ub41c \uc5ec\ub7ec \ud22c\uc790 \uc790\ubb38\uac00\uc5d0\uac8c \ubcf4\ub0b4\ub294 \uacf5\uc2dd\uc801\uc778 \uc11c\uba74 \ucd08\uccad\uc7a5\uc774\uba70, <a href=\"https:\/\/www.investglass.com\/ko\/%eb%82%98%eb%a7%8c%ec%9d%98-%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%81%ac%eb%a5%bc-%ec%8b%9c%ec%9e%91%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">\uc740\ud589<\/a>, \ub610\ub294 \ud2b9\uc815 \ubaa9\ud45c\uc77c(\uc608: 2026\ub144 7\uc6d4 1\uc77c) \uae30\uc900 \ud2b9\uc815 \uc790\uc0b0 \ud480 \uad00\ub9ac\ub97c \uc704\ud55c \uc81c\uc548\uc11c\ub97c \uc81c\ucd9c\ud560 \ucee8\uc124\ud134\ud2b8. \ud22c\uc790 \ub9e5\ub77d\uc5d0\uc11c RFP \ubb38\uc11c\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc804\ub7b5\uc801 \uc790\uc0b0 \ubc30\ubd84, \uc6b4\uc6a9\uc0ac \uc120\uc815, \uc131\uacfc \ubcf4\uace0 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc790\ubb38 \uc11c\ube44\uc2a4\uc640 \uac19\uc740 \ud22c\uc790 \uad00\ub9ac \uc11c\ube44\uc2a4\ub97c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub9ac\uace0 <a href=\"https:\/\/www.investglass.com\/ko\/rfp-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac-%eb%aa%a8%eb%b2%94-%ec%82%ac%eb%a1%80-%ed%8c%81-2%ec%97%90-%eb%8c%80%ed%95%9c-%ed%95%84%ec%88%98-%ea%b0%80%ec%9d%b4%eb%93%9c\/\" target=\"_self\">RFP \ud504\ub85c\uc138\uc2a4<\/a> \ub450 \uac00\uc9c0 \uae30\ub2a5\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. \uc870\uc9c1\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ubb38\uc11c\ud654\ud558\uace0 \uacbd\uc7c1 \uc5c5\uccb4\ub85c\ubd80\ud130 \uc5bb\uc740 \uc815\ubcf4\ub97c \ud45c\uc900\ud654\ud558\uc5ec \uc751\ub2f5\uc744 \ube44\uad50\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc704\ud574 \uc644\uc804\ud558\uace0 \ub9de\ucda4\ud654\ub41c \uc81c\uc548\uc11c\ub97c \ubc1b\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. RFI(\ucd08\uae30 \uc815\ubcf4 \uc218\uc9d1) \ub610\ub294 RFQ(\uc790\uaca9\ub9cc)\uc640 \ub2ec\ub9ac RFP\ub294 \uace0\ubb38\uc9c1\uc744 \ucc44\uc6a9\ud558\uac70\ub098 \uc7ac\uace0\uc6a9\ud560 \uc900\ube44\uac00 \ub418\uc5c8\uc744 \ub54c \uc801\ud569\ud569\ub2c8\ub2e4. \uc870\uc9c1\uc740 \uc77c\ubc18\uc801\uc73c\ub85c 3~5\ub144\ub9c8\ub2e4 \ub610\ub294 \uc911\uc694\ud55c \ubcc0\uacbd \uc0ac\ud56d\uc774 \ubc1c\uc0dd\ud560 \ub54c RFP\ub97c \ubc1c\ud589\ud569\ub2c8\ub2e4. RFP \ubc1c\ud589 \uc804\uc5d0 \uc2e0\uc911\ud558\uac8c \uacc4\ud68d\ud558\uba74 \ud504\ub85c\uc138\uc2a4\uc758 \ud6a8\uc728\uc131\uacfc \ud6a8\uacfc\ub97c \ud06c\uac8c \ub192\uc5ec \uc870\uc9c1\uc774 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \ucd94\uad6c\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc11c\ube44\uc2a4\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-goals-and-objectives-of-an-investment-advisory-rfp\">\ud22c\uc790 \uc790\ubb38 RFP\uc758 \ubaa9\ud45c \ubc0f \ubaa9\uc801<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud55c \ubaa9\ud45c\ub294 \uc9c8\ubb38, \ud3c9\uac00 \uae30\uc900 \ubc0f \ucd5c\uc885 \uc120\ud0dd \uacb0\uc815\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ubaa9\ud45c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacbd\uc7c1\ub825 \uc788\ub294 \uc218\uc218\ub8cc \uc81c\uc548 \ud655\ubcf4 (\uc608: 1\ub144 \uc774\ub0b4\uc5d0 \ucd1d \uc218\uc218\ub8cc\ub97c 15% \uc808\uac10)<\/li>\n\n\n\n<li>\uac1c\uc120 <a href=\"https:\/\/www.investglass.com\/ko\/2025%eb%85%84-%ec%b5%9c%ea%b3%a0%ec%9d%98-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ed%8c%81%ec%9d%84-%eb%a7%8c%eb%93%9c%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/a> \ub354 \ub098\uc740 \uc790\uc0b0 \ubc30\ubd84\uc744 \ud1b5\ud55c \uc704\ud5d8 \ub300\ube44 \uc218\uc775<\/li>\n\n\n\n<li>GIPS \uaddc\uc815 \uc900\uc218 \ubd84\uae30\ubcc4 \uc694\uc57d\uc73c\ub85c \ubcf4\uace0 \ud22c\uba85\uc131 \uac15\ud654<\/li>\n\n\n\n<li>2027\ub144 1\uc6d4 1\uc77c\uae4c\uc9c0 ESG \ub610\ub294 \uc0ac\uba85 \uad00\ub828 \ud22c\uc790 \uc815\ucc45 \uc900\uc218 \ubcf4\uc7a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac\uc801 \ud6c4\ubcf4\uc790\ub294 \uc870\uc9c1\uc758 \uaddc\ubaa8\uc640 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ubd80\ud569\ud558\ub294\uc9c0 \ud655\uc778\ud558\uae30 \uc704\ud574 \uc0ac\uc804 \uc790\uaca9 \uc2ec\uc0ac\ub97c \ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubaa9\ud45c\ub294 \ud3c9\uac00 \ubc0f \uc120\uc815 \uacfc\uc815\uc744 \uc548\ub0b4\ud558\uc5ec \uc870\uc9c1\uc774 \ud22c\uba85\ud558\uace0 \uacf5\uc815\ud558\uba70 \ud6a8\uacfc\uc801\uc778 \uacb0\uacfc\ub97c \uae30\ub300\ud558\ub3c4\ub85d \ub3d5\uae30 \uc704\ud55c \uac83\uc785\ub2c8\ub2e4. \uc804\ub7b5\uc801 \ubaa9\ud45c(\uc7a5\uae30 \uc218\uc775 \ubaa9\ud45c)\uc640 \uc6b4\uc601\uc801 \ubaa9\ud45c(\ub300\uc751 \ube48\ub3c4, \uc751\ub2f5 \uc2dc\uac04 \ucda9\uc871)\ub97c \uad6c\ubd84\ud558\uc138\uc694. \uc81c\uc548\uc11c\uac00 \uc774\ub7ec\ud55c \ubaa9\ud45c\uc5d0 \ub300\ud574 \uc5b4\ub5bb\uac8c \ud3c9\uac00\ub420 \uac83\uc778\uc9c0 \uba85\ud655\ud788 \uba85\uc2dc\ud558\uc5ec \uacf5\uc815\uc131\uacfc \uac10\uc0ac \uac00\ub2a5\uc131\uc744 \ubcf4\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-and-when-to-issue-an-rfp-for-investment-advisory-services\">\ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c RFP(\uc81c\uc548 \uc694\uccad\uc11c)\ub97c \ubc1c\ud589\ud558\ub294 \uc774\uc720\uc640 \uc2dc\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uc81c\uc548 \uc694\uccad\uc11c(RFP) \ubc1c\uc1a1\uc758 \uc8fc\uc694 \uacc4\uae30\uc5d0\ub294 3\ub144 \uc774\uc0c1 \ubca4\uce58\ub9c8\ud06c \ub300\ube44 \uc800\uc870\ud55c \uc131\uacfc, $5000\ub9cc \ub2ec\ub7ec\uc640 \uac19\uc740 \uae30\uc900\uce58\ub97c \ucd08\uacfc\ud558\ub294 \uc790\uc0b0 \uc99d\uac00, \ub610\ub294 \ud569\ubcd1\uc774\ub098 \ub300\uaddc\ubaa8 \uae30\ubd80\uc640 \uac19\uc740 \uc8fc\uc694 \uc0ac\uac74\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ube44\uc601\ub9ac \ub2e8\uccb4\uc640 \uc9c0\uc790\uccb4\ub294 \ud2b9\ud788 \uacf5\uacf5 \uae30\ub85d\ubc95\uc774\ub098 \uacf5\uac1c \ud68c\uc758\ubc95\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294 \uacbd\uc6b0, RFP\ub97c \ud1b5\ud574 \uc2e0\ud0c1 \uad00\ub9ac\uc790\ub85c\uc11c\uc758 \uc2e0\uc911\ud568\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4. \ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uc81c\uc548 \uc694\uccad\uc11c \ubc1c\uc1a1 \uc2dc\uae30\uc640 \uacc4\uae30\ub294 \uc870\uc9c1\uc758 \ud544\uc694\uc640 \uc0c1\ud669\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \uc815\ucc45 \uac1c\ud3b8 \ud6c4 \uae30\uc874 \uc790\ubb38\uc0ac \uad50\uccb4, \ud604\ud589 \uc5c5\uccb4\uc758 \uc218\uc218\ub8cc \ubca4\uce58\ub9c8\ud0b9, \uc804\ud1b5\uc801\uc778 \ucee8\uc124\ud305\uc5d0\uc11c \uc644\uc804 \uc544\uc6c3\uc18c\uc2f1 CIO \uc194\ub8e8\uc158\uc73c\ub85c \ud655\uc7a5\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uace0\ub824\ud574 \ubcf4\uc138\uc694. fiscal calendars\uc5d0 \ub9de\ucdb0 RFP \uc2dc\uae30\ub97c \uc870\uc815\ud558\uace0, 2026\ub144 9\uc6d4\uc5d0 \ubc1c\ud589\ud558\uc5ec 2027\ub144 1\uc6d4 1\uc77c\uae4c\uc9c0 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc2ed\uc2dc\uc624. \uc815\uae30\uc801\uc778 5\ub144 \uc8fc\uae30\ub294 \ud3b8\uacac \uc778\uc2dd\uc744 \uc904\uc774\ub294 \ubc18\uba74, \ube44\uc815\uae30 RFP\ub294 \uaddc\uc815 \uc704\ubc18\uacfc \uac19\uc740 \uae34\uae09 \ubb38\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-preparation-before-drafting-the-rfp\">RFP \ucd08\uc548 \uc791\uc131 \uc804 \uc900\ube44<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc791\uc131\ud558\uae30 \uc804\uc5d0 \ub0b4\ubd80 \ud3c9\uac00\ub97c \uc218\ud589\ud558\uace0 \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc758 \ud569\uc758\ub97c \ub3c4\ucd9c\ud558\uc5ec \uadc0\ud558 \uc870\uc9c1\uc758 \ud575\uc2ec \uc601\uc5ed\uc744 \ud30c\uc545\ud558\uc2ed\uc2dc\uc624. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9a%b4%ec%98%81-%ea%b4%80%eb%a6%ac%ec%9e%90%ea%b0%80-%ec%a7%80%ea%b8%88-%eb%b0%94%eb%a1%9c-%ed%99%9c%ec%9a%a9%ed%95%a0-%ec%88%98-%ec%9e%88%eb%8a%94-5%ea%b0%80%ec%a7%80-%ed%8c%81\/\" target=\"_self\">\uc791\uc804<\/a> \ub9c8\ucf13 \ubc38\ub958, \ubc30\ubd84, \uc9c0\ucd9c \uaddc\uc815\uc744 \ud3ec\ud568\ud558\uc5ec 2026\ub144 3\uc6d4 31\uc77c \uae30\uc900\uc73c\ub85c \uac01 \ud22c\uc790 \ud480(\uae30\uae08, \uc6b4\uc601 \uc900\ube44\uae08, \uc5f0\uae08)\uc5d0 \ub300\ud55c 1\ud398\uc774\uc9c0 \uc694\uc57d\ubcf8\uc744 \uc900\ube44\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc7ac\ub7c9\uc801 \uc790\ubb38, \uc7ac\ub7c9\uc801 OCIO, \ub610\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \ubaa8\ub378 \uc911 \uc5b4\ub5a4 \uac83\uc744 \ucc3e\uace0 \uacc4\uc2e0\uc9c0 \uba85\ud655\ud788 \ud574\uc8fc\uc2ed\uc2dc\uc624. \ud575\uc2ec \ubb38\uc11c\ub97c \uc900\ube44\ud558\uc2ed\uc2dc\uc624: \ud604\uc7ac <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac-%ec%84%b1%ea%b3%b5%ec%9d%84-%ec%9c%84%ed%95%9c-rfp-%ea%b5%ac%ec%b6%95%ec%9d%84-%ec%9c%84%ed%95%9c-%ed%95%84%ec%88%98-%ea%b0%80%ec%9d%b4%eb%93%9c\/\" target=\"_self\">\ud22c\uc790 \uc815\ucc45 \uc131\uba85\uc11c<\/a>, \uc9c0\ucd9c \uc815\ucc45, \uae30\uc874 \uacc4\uc57d, \uc694\uae08\ud45c, \uadf8\ub9ac\uace0 3~5\ub144 \uac04\uc758 \uc131\uacfc \ubcf4\uace0\uc11c. \ubc1c\ud589 \ucd5c\uc18c 60\uc77c \uc804\uc5d0 \uc7ac\ubb34 \uc9c1\uc6d0, \uc704\uc6d0\ud68c \uc704\uc6d0, \ubc95\ub960 \uace0\ubb38\uacfc \ud568\uaed8 \ucd08\uae30 \uacc4\ud68d \ud68c\uc758\ub97c \uc7a1\uc73c\uc2ed\uc2dc\uc624. \uc774\ud574 \uc0c1\ucda9 \uacf5\uac1c \uc694\uccad\uc740 \uc790\ubb38 \uc5c5\ubb34\uc5d0\uc11c \uc218\ud0c1\uc790 \ucc45\uc784\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-questions-to-guide-internal-goal-setting\">\ub0b4\ubd80 \ubaa9\ud45c \uc124\uc815\uc744 \uc704\ud55c \ud575\uc2ec \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc678\ubd80 \uc9c8\ubb38 \ucd08\uc548\uc744 \uc791\uc131\ud558\uae30 \uc804\uc5d0 \uc704\uc6d0\ud68c\ub294 \ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4 \uad00\ub9ac \ubc0f \uac80\ud1a0\uc5d0 \ub300\ud55c \ud604\uc7ac \uad00\ud589\uc744 \ud3c9\uac00\ud558\ub294 \uac83\uc744 \ud3ec\ud568\ud558\uc5ec \ub0b4\ubd80 \ubb38\uc81c\ub97c \ud574\uacb0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc9c0\uc5ed<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud575\uc2ec \uc9c8\ubb38<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\uc548\uc11c\ub97c \ub204\uac00 \uc77d\uace0 \ud3c9\uac00\ud558\uba70, \ud6a8\uacfc\uc801\uc73c\ub85c \uac80\ud1a0\ud560 \uc218 \uc788\ub294 \uc591\uc740 \uc5b4\ub290 \uc815\ub3c4\uc785\ub2c8\uae4c?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc6b0\uc120 \uc21c\uc704<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcc0\ub3d9\uc131 \uac10\uc18c, \uc131\uc7a5 \uc99d\uc9c4, \ubc30\ub2f9\uae08 \uc548\uc815\ud654 \uc911 \uac00\uc7a5 \uc911\uc694\ud55c \uac83\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ESG<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc7ac\ubb34\uc801 \uc218\uc775 \uadf9\ub300\ud654\uc5d0 \ube44\ud574 \uc784\ud329\ud2b8 \ud22c\uc790\uc758 \uc911\uc694\uc131\uc740 \uc5b4\ub290 \uc815\ub3c4\uc785\ub2c8\uae4c?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubc94\uc704<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub4e0 \uc790\uaca9\uc744 \uac16\ucd98 \ud68c\uc0ac\ub97c \ucd08\ub300\ud560 \uac83\uc778\uac00, \uc544\ub2c8\uba74 5~8\uac1c\uc758 \ucd5c\uc18c \uae30\uc900\uc744 \ucda9\uc871\ud558\ub294 \ud68c\uc0ac\ub97c \uc81c\ud55c\ud560 \uac83\uc778\uac00?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>RFP \ubc94\uc704\ub97c \uadc0\uc0ac\uc758 \ud300\uc774 \ubd84\uc11d\ud560 \uc218 \uc788\ub294 \uc218\uc900\uc73c\ub85c \uc81c\ud55c\ud558\uc2ed\uc2dc\uc624. \uc77c\ubc18\uc801\uc73c\ub85c AUM \uae30\uc900, \uacbd\ud5d8 \uc694\uac74, \uaddc\uc81c \uc900\uc218 \uc0c1\ud0dc\uac00 \uc591\ud638\ud55c \uc751\ub2f5\uc790\uc758 20~40\ud398\uc774\uc9c0 \ubd84\ub7c9 \uc81c\uc548\uc11c\ub85c \uc81c\ud55c\ud569\ub2c8\ub2e4.<\/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\">\ud6a8\uacfc\uc801\uc778 RFP \uc2e4\ud589\uc744 \uc704\ud55c \ub2e8\uacc4\ubcc4 \ud504\ub85c\uc138\uc2a4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">RFP \ub9ac\ub354(CFO, \uc7ac\ubb34\ub2f4\ub2f9\uc790 \ub610\ub294 \uc704\uc6d0\ud68c \uc758\uc7a5)\uc640 \uc2e4\ubb34 \uadf8\ub8f9\uc744 \uc784\uba85\ud558\uc138\uc694. \ub2e4\uc74c\uc758 6\ub2e8\uacc4 \ud504\ub85c\uc138\uc2a4\ub97c \ub530\ub974\uc138\uc694.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uacc4\ud68d \ubc0f \ubc94\uc704 \uc9c0\uc815<\/strong> \u2013 \ub0b4\ubd80 \ud3c9\uac00 \ubc0f \ubb38\uc11c\ud654<\/li>\n\n\n\n<li><strong>RFP \ucd08\uc548 \uc791\uc131<\/strong> \u2013 \ud45c\uc900 \uc139\uc158\uc744 \ub530\ub974\ub294 \ud15c\ud50c\ub9bf \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li><strong>\ubc30\ud3ec<\/strong> \uc790\uaca9\uc744 \uac16\ucd98 \ud22c\uc790 \uc790\ubb38\uac00\uc5d0\uac8c \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li><strong>\uc81c\uc548\uc11c \uc2ec\uc0ac<\/strong> \u2013 \uc644\ub8cc \uc5ec\ubd80\uc640 \ucd5c\uc18c \uc694\uad6c \uc0ac\ud56d\uc744 \ud655\uc778\ud569\ub2c8\ub2e4. \uc704\uc6d0\ud68c\uac00 \uac01 \uc9c8\ubb38\uc5d0 \ub300\ud55c \uc751\ub2f5\uc790\uc758 \ub2f5\ubcc0\uc744 \ud0c1\uc6d4\ud568\ubd80\ud130 \uc218\uc6a9 \ubd88\uac00\uae4c\uc9c0\uc758 \ucc99\ub3c4\ub85c \ucc44\uc810\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \uacf5\uc815\ud55c \uacbd\uc7c1\uc758 \uc7a5\uc744 \ubcf4\uc7a5\ud558\ub294 \ud3c9\uac00 \uad6c\uc870\ub97c \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ucd5c\uc885 \uba74\uc811<\/strong> \u2013 \uc9c1\uc811 \ub610\ub294 \ud654\uc0c1\uc73c\ub85c \ud504\ub808\uc820\ud14c\uc774\uc158 \uc9c4\ud589<\/li>\n\n\n\n<li><strong>\ud611\uc0c1 \ubc0f \uc2e4\ud589<\/strong> \uc790\ubb38 \uacc4\uc57d\uc744 \ucd5c\uc885 \ud655\uc815\ud558\uc138\uc694<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4 \uc81c\uc548 \uc694\uccad \uacfc\uc815 \uc804\ubc18\uc5d0 \uac78\uccd0 \uad6c\uc870\ud654\ub41c \ud3c9\uac00 \uc808\ucc28\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc81c\uc548\uc11c\ub97c \ud3c9\uac00\ud558\uace0 \ube44\uad50\ud558\uc2ed\uc2dc\uc624. \ud6a8\uacfc\uc801\uc778 \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud574 \ub9de\ucda4\ud654\ub418\uace0 \uc644\uc804\ud558\uba70 \ubaa8\ub4e0 \ud3c9\uac00 \uae30\uc900\uc744 \ucda9\uc871\ud558\ub294 \uc751\ub2f5\uc744 \ubc1b\ub3c4\ub85d \ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-the-rfp-timeline-and-milestones\">RFP \uc77c\uc815 \ubc0f \ub9c8\uc77c\uc2a4\ud1a4 \uc124\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ud0c0\uc784\ub77c\uc778\uc740 3~6\uac1c\uc6d4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub9c8\uc77c\uc2a4\ud1a4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc0d8\ud50c \ub0a0\uc9dc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc774\uc0ac\ud68c \uc2b9\uc778 \ubc1c\ud589<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 5\uc6d4 1\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>RFP \ubc1c\ud45c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 5\uc6d4 15\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c8\ubb38 \ub9c8\uac10<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 6\uc6d4 7\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\uc548\uc11c \uc81c\ucd9c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 6\uc6d4 21\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\uc6d0\ud68c \uac80\ud1a0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 6\uc6d4 22\uc77c ~ 7\uc6d4 10\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uc885 \ubc1c\ud45c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 7\uc6d4 15\uc77c\u201325\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc774\uc0ac\ud68c \ud22c\ud45c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 8\uc6d4 15\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc57d \uccb4\uacb0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 9\uc6d4 1\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2e4\uc0ac(due diligence)\ub97c \uc704\ud574 \ubc1c\ud45c\uc640 \ucd5c\uc885 \ud22c\ud45c \uc0ac\uc774\uc5d0 10\uc77c \uc774\uc0c1\uc758 \uae30\uac04\uc744 \ub450\uc2ed\uc2dc\uc624.<\/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 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uc9c8\uc758\uc751\ub2f5 \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uad00\uc758 \ub2e8\uc77c \uc5f0\ub77d \ub2f4\ub2f9\uc790\ub97c \uc9c0\uc815\ud558\uc2ed\uc2dc\uc624. <a href=\"https:\/\/www.investglass.com\/ko\/2023%eb%85%84-%ec%b5%9c%ea%b3%a0%ec%9d%98-%eb%ac%b4%eb%a3%8c-%ec%9d%b4%eb%a9%94%ec%9d%bc-%ea%b3%84%ec%a0%95-%ec%84%9c%eb%b9%84%ec%8a%a4-%ec%a0%9c%ea%b3%b5%ec%97%85%ec%b2%b4-6%ea%b3%b3\/\" target=\"_self\">\uc774\uba54\uc77c \uc8fc\uc18c<\/a> (\uc608: rfp@organization.org). \uacf5\uc2dd \uc9c8\uc758\uc751\ub2f5 \uae30\uac04\uc744 \uc124\uc815\ud558\uc2ed\uc2dc\uc624. \uc9c8\ubb38\uc740 2026\ub144 6\uc6d4 7\uc77c\uae4c\uc9c0 \uc81c\ucd9c\ud574\uc57c \ud558\uba70, \ub2f5\ubcc0\uc740 \ubaa8\ub4e0 \ud6c4\ubcf4\uc790\uc5d0\uac8c \ub3d9\uc2dc\uc5d0 \uacf5\uc720\ub429\ub2c8\ub2e4. \uacf5\uc815\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc774 \ud504\ub85c\uc138\uc2a4 \uc678\uc758 \uac1c\ubcc4 \ubbf8\ud305\uc740 \ud53c\ud558\uc2ed\uc2dc\uc624. \uc911\uc694 \uc0ac\ud56d \uba85\ud655\ud654\ub97c \uc704\ud574 \uba85\ud655\ud55c \ubc84\uc804 \uad00\ub9ac\uac00 \ud3ec\ud568\ub41c \ubd80\ub85d\uc744 \uc0ac\uc6a9\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-sections-of-a-request-for-proposal-for-investment-advisory-services\">\ud22c\uc790 \uc790\ubb38 \uc11c\ube44\uc2a4 \uc81c\uc548 \uc694\uccad\uc11c\uc758 \ud575\uc2ec \uc139\uc158<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uadc0\uc0ac\uc758 RFP \ud15c\ud50c\ub9bf\uc740 \ub2e4\uc74c\uacfc \uac19\uc774 \uba85\ud655\ud558\uac8c \uad6c\ubd84\ub41c \uc139\uc158\uc744 \ud3ec\ud568\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uc870\uc9c1 \uac1c\uc694<\/li>\n\n\n\n<li>\uc11c\ube44\uc2a4 \ubc94\uc704<\/li>\n\n\n\n<li>\uc81c\uc548 \uc9c0\uce68 \ubc0f \uc81c\ucd9c \uc694\uac74<\/li>\n\n\n\n<li>\uc790\ubb38\uc704\uc6d0 \uc124\ubb38\uc870\uc0ac<\/li>\n\n\n\n<li>\uc77c\uc815 \ubc0f \ud3c9\uac00 \uae30\uc900<\/li>\n\n\n\n<li>\ubc95\ub960, \uaddc\uc815 \ubc0f \uacc4\uc57d \uc6a9\uc5b4<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc139\uc158\ubcc4 \ud398\uc774\uc9c0 \uc81c\ud55c(\uc608: \uae30\uc5c5 \uac1c\uc694 2\ud398\uc774\uc9c0, \ud22c\uc790 \ud504\ub85c\uc138\uc2a4 3\u20135\ud398\uc774\uc9c0)\uc744 \uc124\uc815\ud558\uc5ec \uc81c\ucd9c \uc790\ub8cc\ub97c \uc9d1\uc911\uc801\uc774\uace0 \ube44\uad50 \uac00\ub2a5\ud558\uac8c \uc720\uc9c0\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-organization-overview-and-investment-pools\">\uae30\uad00 \uac1c\uc694 \ubc0f \ud22c\uc790 \ud480<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uadc0\ud558\uc758 \uc5ed\uc0ac, \ubc95\uc801 \uad6c\uc870(501(c)(3), \uc9c0\ubc29 \uc790\uce58 \ub2e8\uccb4, \uc5f0\uae08 \uacc4\ud68d) \ubc0f \uc0ac\uba85\uc744 \uc124\uba85\ud574 \uc8fc\uc2ed\uc2dc\uc624. \ud2b9\uc815 \ub0a0\uc9dc \uae30\uc900 \ud604\uc7ac \ud22c\uc790 \uc815\ubcf4\ub97c \ub2e4\uc74c\uc744 \ud3ec\ud568\ud558\uc5ec \uc81c\uc2dc\ud574 \uc8fc\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc870\uc758 \uade0\ud615\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uc870\uc9c1 \uc790\uae08\uc774 \ub2e4\uc591\ud55c \ud480(pool)\uc5d0 \uc5b4\ub5bb\uac8c \ud22c\uc790\ub418\ub294\uc9c0\ub97c \uc0c1\uc138\ud788 \uc124\uba85\ud558\ub294 \uac01 \ud480\uc758 \uc2dc\uc7a5 \uac00\uce58\uc640 \ubaa9\ud45c \ud560\ub2f9<\/li>\n\n\n\n<li>\uc720\ub3d9\uc131 \ud544\uc694\uc131\uacfc \uc9c0\ucd9c \uc815\ucc45<\/li>\n\n\n\n<li>\uc81c\ud55c \uc0ac\ud56d (\uae30\ubd80\uc790 \ud55c\ub3c4, \ucc44\uad8c \uacc4\uc57d, \uc8fc\ubc95)<\/li>\n\n\n\n<li>\uac70\ubc84\ub10c\uc2a4 \uad6c\uc870 \ubc0f \ud68c\uc758 \ube48\ub3c4<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scope-of-services-and-advisor-responsibilities\">\uc11c\ube44\uc2a4 \ubc94\uc704 \ubc0f \uc790\ubb38\uc704\uc6d0\uc758 \ucc45\uc784<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud544\uc218 \uc11c\ube44\uc2a4 \ubc0f \uc120\ud0dd \uc11c\ube44\uc2a4 \ubaa9\ub85d: \uc804\ub7b5\uc801 \ubc30\ubd84 \uad8c\uace0, \uc6b4\uc6a9\uc0ac \uc120\uc815, GIPS \uaddc\uc815 \uc900\uc218 \uc131\uacfc \ubcf4\uace0\uc11c, \ubd84\uae30\ubcc4 \uc11c\uba74 \uc694\uc57d, \uc5f0\ub840 \ubc1c\ud45c, IPS \uac80\ud1a0, \uc218\ud0c1 \uad50\uc721. \uadc0\uc0ac\uc758 \uc9c1\uc6d0\uc774 \ub418\uc5b4 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\uae30 \uc704\ud574 \uadc0\ud558\uc758 \ud300\uacfc \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ub420 \uac83\uc778\uc9c0 \uba85\uc2dc\ud558\uc2ed\uc2dc\uc624. \ud68c\uc758 \ube48\ub3c4, \uc751\ub2f5 \uc2dc\uac04 \uae30\ub300\uce58, \uadf8\ub9ac\uace0 \uad00\uacc4\uac00 \uc7ac\ub7c9\uc801 \uad8c\ud55c, \uad8c\uace0\ub9cc \ud3ec\ud568\ud558\ub294\uc9c0, \uc544\ub2c8\uba74 \ub0b4\ubd80\uc801\uc73c\ub85c \uc704\uc6d0\ud68c \ub610\ub294 \uc774\uc0ac\ud68c\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac10\ub3c5\ud558\ub294 \uad00\ub9ac \ubc29\uc2dd\uc778\uc9c0, \ub610\ub294 \uc678\ubd80\uc5d0\uc11c \ubaa8\ub4e0 \uc7ac\ub7c9\uc744 \uac00\uc9c4 \ub2e8\uc77c \uc5c5\uccb4\uc5d0\uc11c \uad00\ub9ac\ud558\ub294\uc9c0 \uba85\ud655\ud788 \ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-proposal-instructions-and-submission-requirements\">\uc81c\uc548 \uc9c0\uce68 \ubc0f \uc81c\ucd9c \uc694\uac74<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uc694\uad6c \uc0ac\ud56d: 2026\ub144 6\uc6d4 21\uc77c \uc624\ud6c4 5\uc2dc\uae4c\uc9c0 \uc9c0\uc815\ub41c \ub2f4\ub2f9\uc790\uc5d0\uac8c \uc774\uba54\uc77c\ub85c PDF \ud30c\uc77c 1\ubd80 \uc81c\ucd9c. \uc81c\uc548\uc11c\ub294 \ubd80\ub85d\uc744 \uc81c\uc678\ud558\uace0 40\ud398\uc774\uc9c0\ub85c \uc81c\ud55c\ud558\uba70, \ucd5c\uc18c 11\ud3ec\uc778\ud2b8 \uae00\uaf34\uc744 \uc0ac\uc6a9\ud558\uace0 \uba85\uc2dc\ub41c \uc21c\uc11c\ub300\ub85c \uc139\uc158\uc744 \uad6c\uc131\ud574\uc57c \ud569\ub2c8\ub2e4. \uc751\ub2f5\uc790\ub4e4\uc5d0\uac8c \uc815\ubcf4 \uacf5\uac1c\ubc95 \uc900\uc218\ub97c \uc54c\ub824\uc57c \ud569\ub2c8\ub2e4. \uc804\ud654\ubc88\ud638\uc640 \uc774\uba54\uc77c \uc8fc\uc18c\ub97c \ud3ec\ud568\ud55c \uc8fc\uc694 \uc5f0\ub77d \ub2f4\ub2f9\uc790\ub97c \uc9c0\uc815\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uad6c \uc0ac\ud56d\uc740 \uacf5\uc815\ud55c \ud3c9\uac00 \uacfc\uc815\uc744 \ubcf4\uc7a5\ud558\uace0 \uae30\uad00\uc774 \uc81c\ucd9c\ub41c \uc81c\uc548\uc11c\ub97c \ubc14\ud0d5\uc73c\ub85c \uac00\uc7a5 \uc801\ud569\ud55c \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\uc815\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-an-effective-questionnaire-for-investment-advisors\">\ud22c\uc790 \uc790\ubb38\uac00\ub97c \uc704\ud55c \ud6a8\uacfc\uc801\uc778 \uc124\ubb38\uc9c0 \uc124\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc124\ubb38\uc9c0\ub294 \uadc0\ud558\uc758 RFP\uc758 \ud575\uc2ec\uc73c\ub85c, \uace0\uac1d \uc11c\ube44\uc2a4, \ud22c\uc790 \ubd84\uc11d, \uc0ac\uc774\ubc84 \ubcf4\uc548, \ucc38\uac00\uc790 \uad50\uc721 \ubc0f \uc804\ubc18\uc801\uc778 \ub9ac\uc18c\uc2a4\uc640 \uac19\uc740 \uc911\uc694\ud55c \uc601\uc5ed\uc5d0\uc11c \uac01 \ud68c\uc0ac\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ub2a5\ub825\uc744 \ud3c9\uac00\ud558\ub294 \uacf3\uc785\ub2c8\ub2e4. \uc77c\uad00\ub41c \ube44\uad50\ub97c \uc704\ud574 \uc9c8\ubb38\uc744 \ub17c\ub9ac\uc801\uc778 \ubc94\uc8fc\ub85c \uad6c\uc131\ud558\uace0 \uc751\ub2f5\uc790\ub85c\ubd80\ud130 \ud3ec\uad04\uc801\uc778 \uc815\ubcf4\ub97c \uc5bb\ub3c4\ub85d \ud558\uc2ed\uc2dc\uc624. \uc751\ub2f5\uc790\ub97c \uc555\ub3c4\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \ud3ec\uad04\uc801\uc778 \uc815\ubcf4\ub97c \uc5bb\uc744 \uc218 \uc788\ub3c4\ub85d \uc124\ubb38\uc9c0\ub97c \uc124\uacc4\ud558\uc5ec \ud3c9\uac00 \ud504\ub85c\uc138\uc2a4\ub97c \uad00\ub9ac \uac00\ub2a5\ud558\uac8c \uc720\uc9c0\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-firm-background-governance-and-team\">\uae30\uc5c5 \ubc30\uacbd, \uc9c0\ubc30\uad6c\uc870, \ud300<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac \uc5f0\ud601, \uc18c\uc720 \uad6c\uc870, \ud2b9\uc815 \ub0a0\uc9dc \uae30\uc900 \uc6b4\uc6a9 \uc790\uc0b0(AUM), \uc870\uc9c1\ub3c4. \uc790\uaca9 \uc99d\uba85(CFA, CAIA)\uc774 \ud3ec\ud568\ub41c \uc774\ub825\uc11c, \uc0ac\ubb34\uc2e4 \uc704\uce58, \ub2f4\ub2f9\uc790 \uc5f0\ub77d\ucc98 \uba85\uc2dc. \uadc0\uc0ac\uc758 \ud22c\uc790 \uad00\ub9ac \ud504\ub85c\uc138\uc2a4\ub97c \uac10\ub3c5\ud558\uace0 \ucc45\uc784\uc9c8 \ub2f4\ub2f9\uc790 \uc9c0\uc815. \uc9c0\ub09c 10\ub144\uac04\uc758 \uc9c1\uc6d0 \uc774\uc9c1\ub960 \ubc0f \uaddc\uc81c \uad00\ub828 \uc774\ub825 \ubb38\uc758.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investment-philosophy-process-and-performance\">\ud22c\uc790 \ucca0\ud559, \ud504\ub85c\uc138\uc2a4 \ubc0f \uc131\uacfc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\ub294 \uc790\ubcf8 \uc2dc\uc7a5 \uac00\uc815\uc744 \ud615\uc131\ud558\uace0 \ubc30\ubd84\uc744 \uad6c\uc131\ud558\ub294 \ubc29\ubc95\uc744 \uc870\uc0ac\ud558\uc2ed\uc2dc\uc624. 2025\ub144 12\uc6d4 31\uc77c \uae30\uc900, \uadc0\ud558\uc758 \ud504\ub85c\ud544\uacfc \uc77c\uce58\ud558\ub294 \ub300\ud45c\uc801\uc778 \ubcf5\ud569 \uc0c1\ud488\uc5d0 \ub300\ud55c \ud45c\uc900\ud654\ub41c \uc131\uacfc \uacb0\uacfc, \ubca4\uce58\ub9c8\ud06c \ub300\ube44 1\ub144, 3\ub144, 5\ub144, 10\ub144 \uc21c\uc218\uc775\ub960\uc744 \uc694\uccad\ud558\uc2ed\uc2dc\uc624. 2020\ub144 3\uc6d4 \ubc0f 2022\ub144 \uae08\ub9ac \uc778\uc0c1 \uae30\uac04 \ub3d9\uc548 \uc0ac\uc6a9\ub41c \uc704\ud5d8 \uad00\ub9ac \uc804\ub7b5\uc5d0 \ub300\ud574 \ubb38\uc758\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fees-conflicts-of-interest-and-compensation\">\uc218\uc218\ub8cc, \uc774\ud574 \uc0c1\ucda9 \ubc0f \ubcf4\uc0c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd1d \ube44\uc6a9 \uacf5\uac1c \ud544\uc218: \uae30\ubcf8 \ub2e8\uc704(basis points) \uae30\uc900 \uc790\ubb38 \uc218\uc218\ub8cc, \uc790\uc0b0 \uaddc\ubaa8\ubcc4 \uc608\uc0c1 \uc5f0\uac04 \uae08\uc561, \uc81c3\uc790 \ubcf4\uc0c1 \uacf5\uac1c. \uae30\ucd08 \ud380\ub4dc \ube44\uc6a9\uc774 \uc790\ubb38 \uc218\uc218\ub8cc\uc640 \uc5b4\ub5bb\uac8c \uc0c1\ud638 \uc791\uc6a9\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc0d8\ud50c \uc1a1\uc7a5 \uc694\uccad.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-timeline-evaluation-criteria-and-decision-making\">\uc77c\uc815, \ud3c9\uac00 \uae30\uc900, \uc758\uc0ac \uacb0\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc911\uce58 \uae30\uc900\uc744 \ud3ec\ud568\ud55c \ud3c9\uac00 \ub9e4\ud2b8\ub9ad\uc2a4\ub97c \uac8c\uc2dc\ud569\ub2c8\ub2e4., <a href=\"https:\/\/www.investglass.com\/ko\/%ec%98%88%eb%a5%bc-%eb%93%a4%ec%96%b4-10%ea%b0%80%ec%a7%80-%ec%8b%a0%ec%84%a0%ed%95%9c-%eb%a7%90%ed%95%98%ea%b8%b0-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">\uc608\ub97c \ub4e4\uc5b4<\/a>: 30% \ud22c\uc790 \ud504\ub85c\uc138\uc2a4, 25% \uc218\uc218\ub8cc, 20% \uc131\uacfc, 15% \uc11c\ube44\uc2a4 \ubaa8\ub378, 10% \uae30\uc5c5 \uc548\uc815\uc131. \uc815\ub7c9\uc801 \ud3c9\uac00\uc640 \uc815\uc131\uc801 \ud310\ub2e8\uc744 \ubaa8\ub450 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uc694\uccad\uc5d0 \ub530\ub77c \ud504\ub808\uc820\ud14c\uc774\uc158\uc774\ub098 \uc778\ud130\ubdf0\ub97c \ud3ec\ud568\ud55c \ud3c9\uac00 \uacfc\uc815\uc5d0 \uae30\uaebc\uc774 \ucc38\uc5ec\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\ubb38\uc0ac\ub294 \uc885\uc885 \uc11c\uba74 \ubc0f \uad6c\ub450\ub85c <a href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%eb%aa%a8%eb%8b%88%ed%84%b0%eb%a7%81%ec%9d%84-%ec%9c%84%ed%95%9c-%ed%88%ac%ec%9e%90-%eb%aa%a8%eb%b2%94-%ec%82%ac%eb%a1%80-%ec%b5%9c%ec%a0%81%ed%99%94\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\ub2a5 \ubcf4\uace0\uc11c<\/a> \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \ud604\ud669, \uc774\ub294 \uace0\uac1d\uc5d0\uac8c \ud22c\uc790\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc218\ud589 <a href=\"https:\/\/www.investglass.com\/ko\/%ec%b5%9c%ea%b3%a0%ec%9d%98-%ec%a0%84%eb%ac%b8%ea%b0%80-%eb%a0%88%ed%8d%bc%eb%9f%b0%ec%8a%a4%eb%a5%bc-%ed%99%95%eb%b3%b4%ed%95%98%ea%b8%b0-%ec%9c%84%ed%95%9c-%ec%b5%9c%ea%b3%a0%ec%9d%98-%ed%8c%81\/\" target=\"_self\">\ucc38\uace0<\/a> \ud45c\uc900\ud654\ub41c \uc2a4\ud06c\ub9bd\ud2b8\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc720\uc0ac\ud55c \uae30\uad00\ub4e4\uacfc\uc758 \uc810\uac80\uc744 \uc9c4\ud589\ud569\ub2c8\ub2e4. \uc81c\uc548\uc11c\uc5d0 \ub300\ud55c \uc810\uc218\ub97c \ub9e4\uae34 \ud6c4, RFP \uc704\uc6d0\ud68c \uc704\uc6d0\ub4e4\uc740 \uc751\ub2f5\uc5d0 \ub300\ud55c \uacf5\ud1b5\ub41c \uc774\ud574\ub97c \ub17c\uc758\ud558\uace0 \ud3c9\uac00 \uacfc\uc815\uc758 \ucca0\uc800\ud568\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uc810\uc218 \ucc28\uc774\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 \ub9cc\ub098\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-from-shortlist-to-final-selection\">\ucd08\uae30 \uc120\uc815\uc5d0\uc11c \ucd5c\uc885 \uc120\uc815\uae4c\uc9c0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd08\uae30 \uc810\uc218\uc640 \ucd5c\uc18c \uae30\uc900\uc5d0 \ub530\ub77c 3~4\uba85\uc758 \ucd5c\uc885 \ud6c4\ubcf4\ub85c \uc881\ud799\ub2c8\ub2e4. \ubc1c\ud45c \uc77c\uc815\uc744 \uc0ac\uc804\uc5d0 \uc81c\uacf5\ud558\uace0, \uac01 \ubc1c\ud45c\ub294 60~90\ubd84\uc73c\ub85c \uc81c\ud55c\ud558\uba70, \ub3d9\uc77c\ud55c \uc704\uc6d0\ud68c \uc704\uc6d0\ub4e4\uc774 \ubaa8\ub4e0 \ud68c\uc758\uc5d0 \ucc38\uc11d\ud558\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \uadc0\ud558\uc758 \uc870\uc9c1\uc758 \uc694\uad6c \uc0ac\ud56d\uacfc \uac01 \uacf5\uae09\uc5c5\uccb4\uc758 \uad6c\uc870, \uc11c\ube44\uc2a4, \ud22c\uc790 \ud504\ub85c\uc138\uc2a4 \ubc0f \ud3c9\ud310\uc744 \ud3ec\ud568\ud55c \uc5ed\ub7c9\uc744 \ubaa8\ub450 \uc774\ud574\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc2e0\uc18d\ud558\uac8c \ud1a0\uc758\ud558\uace0, \uac1c\uc120\ub41c \ub8e8\ube0c\ub9ad\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc7ac\ud3c9\uac00\ud558\uace0, \uc774\uc0ac\ud68c \uad8c\uace0\ub97c \uc704\ud55c \uadfc\uac70\ub97c \ubb38\uc11c\ud654\ud558\uc5ec \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-legal-compliance-and-contractual-considerations\">\ubc95\ub960, \uaddc\uc815 \uc900\uc218 \ubc0f \uacc4\uc57d \uace0\ub824 \uc0ac\ud56d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uba74\ucc45, \ucc45\uc784 \uc81c\ud55c \ubc0f \ud574\uc9c0 \uc870\ud56d\uc5d0 \ub300\ud574 \ubc95\ub960 \uc790\ubb38\uc744 \uad6c\ud558\uc2ed\uc2dc\uc624. \uc751\ub2f5\uc790\uc5d0\uac8c SEC \ub4f1\ub85d \ud655\uc778, Form ADV \ud30c\ud2b8 1 \ubc0f 2A \uc81c\uacf5, \uaddc\uc81c \ubb38\uc81c \uacf5\uac1c\ub97c \uc694\uad6c\ud558\uc2ed\uc2dc\uc624. \uc0ac\uc774\ubc84 \ubcf4\uc548 \uae30\ub300\uce58\ub97c \uba85\uc2dc\uc801\uc73c\ub85c \ub2e4\ub8e8\uc2ed\uc2dc\uc624. \uc8fc\uc758 \uc758\ubb34, \ubcf4\uace0 SLA, \uc218\uc218\ub8cc \uccad\uad6c \ubc29\ubc95 \ubc0f \ud574\uc9c0 \ud1b5\uc9c0 \uae30\uac04 \ud611\uc0c1\uc744 \uc608\uc0c1\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-the-new-advisory-relationship-and-monitoring-performance\">\uc0c8\ub85c\uc6b4 \uc790\ubb38 \uad00\uacc4 \uad6c\ud604 \ubc0f \uc131\uacfc \ubaa8\ub2c8\ud130\ub9c1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\uc815 \ud6c4 \uc218\ud0c1 \uae30\uad00 \ubc0f \uc2e0\uaddc \uc790\ubb38\uac00\uc640 \ud568\uaed8 60-90\uc77c\uac04\uc758 \uc628\ubcf4\ub529\uc744 \uc870\uc728\ud569\ub2c8\ub2e4. \ubaa9\ud45c, \ubcf4\uace0 \ud15c\ud50c\ub9bf, \ubca4\uce58\ub9c8\ud06c \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud504\ub85c\ud1a0\ucf5c\uc744 \ud655\uc778\ud558\uae30 \uc704\ud55c \ucd08\uae30 \ud68c\uc758\ub97c \uc9c4\ud589\ud569\ub2c8\ub2e4. \uc6d0\ub798 \uae30\uc900\uc5d0 \ub530\ub978 \uc5f0\uac04 \uc131\uacfc \ud3c9\uac00\ub97c \uacc4\ud68d\ud558\uace0, 3-5\ub144\ub9c8\ub2e4 \uc885\ud569\uc801\uc778 \uac80\ud1a0\ub97c \uc2e4\uc2dc\ud558\uba70, \uc870\uc9c1\uc758 \uc784\ubb34 \ubc0f \uc790\uc6d0\uacfc\uc758 \uc9c0\uc18d\uc801\uc778 \uc77c\uce58\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uc0c8\ub85c\uc6b4 RFP(\uc81c\uc548 \uc694\uccad) \uc8fc\uae30\ub97c \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc798 \uc218\ud589\ub41c RFP \uc808\ucc28\ub294 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c \uc774\uc0c1\uc744 \uad6c\ucd95\ud558\uba70, \uadc0\ud558\uc758 \ud22c\uc790 \ubaa9\ud45c\ub97c \uc774\ud574\ud558\uace0 \uc790\uc2e0\uac10\uc744 \uac00\uc9c0\uace0 \ub098\uc544\uac08 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc6b8 \uc218 \uc788\ub294 \uc790\ubb38\uac00\uc640\uc758 \uc0dd\uc0b0\uc801\uc774\uace0 \uc7a5\uae30\uc801\uc778 \ud30c\ud2b8\ub108\uc2ed\uc758 \uae30\ubc18\uc744 \ub9c8\ub828\ud55c\ub2e4\ub294 \uc810\uc744 \uae30\uc5b5\ud558\uc2ed\uc2dc\uc624. \ub354 \ub9ce\uc740 \ud1b5\ucc30\ub825\uacfc \ub3c4\uad6c\ub97c \uc5bb\uc73c\ub824\uba74 \ub2e4\uc74c\uc744 \ubc29\ubb38\ud558\uc2ed\uc2dc\uc624. <a href=\"https:\/\/www.investglass.com\/ko\/\" target=\"_self\">InvestGlass<\/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 [&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\/ko\/\ucd5c\uace0\uc758-\ud68c\uc0ac\ub4e4\uc744-\uc720\uce58\ud558\uae30-\uc704\ud55c-\ud22c\uc790-\uc790\ubb38-\uc11c\ube44\uc2a4-rfp-\uc124\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\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 plan, or public fund starts with a well-designed request for proposal for\" \/>\n<meta property=\"og:url\" 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