at Financial Technnology Year
Please contact them if you have any questions.
Manager Research & Selection Platform from Meketa Investment Group
Web-based platform that facilitates RFP structuring, capturing manager responses, peer group analytics, custom scoring, documentation management, and consistent reporting. Designed to support fiduciary processes and regulatory compliance for public and corporate pension funds.
More about Meketa Investment Group
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
More RFP and Manager Selection Tools
More External Manager Relations ...
RFP Creation and Customization
(7 Yes /8 Known /10 Possible features)
|
Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
Platform provides structured RFP templates and standardizes process, suggesting availability of pre-defined and customizable templates. | |
|
Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
Described as capturing manager responses and customizing scoring, implying support for flexible, dynamic questionnaires. | |
|
Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Reference to consistent reporting and documentation management implies control over look, feel, and branding of generated documents. | |
|
Multi-language Support Ability to create RFPs in different languages for global outreach. |
No information available | |
|
Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Platform is designed with regulatory compliance in mind for public and corporate pension funds, indicating presence of compliance checks. | |
|
Version Control Tracking of changes and management of RFP document versions. |
Tracks manager responses and scoring changes, indicating document version control is likely supported. | |
|
Template Sharing Permissions-based sharing of RFP templates across teams. |
No information available | |
|
Bulk Generation Create and distribute multiple RFPs simultaneously. |
Web-based and supports bulk RFP processes, so simultaneous distribution is likely. | |
|
Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
Not as far as we are aware.* No evidence of automated approval workflow. The process likely relies on manual, consultant-driven checkpoints. | |
|
Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Documentation management and structured reporting imply support for multiple export formats. |
Manager Database and Onboarding
(7 Yes /7 Known /10 Possible features)
|
Integrated Manager Directory Centralized database of approved and potential investment managers. |
Captures manager profiles and responses for peer group analytics, suggesting a manager directory is available. | |
|
Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Manager profile data management is core to the product as described. | |
|
Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Due diligence for regulatory compliance (including KYC/AML) is relevant and likely integrated. | |
|
Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Customizable manager data and peer group analytics suggest customizable data fields. | |
|
Bulk Import/Export Import or export manager data via spreadsheet or API. |
No information available | |
|
Self-service Portal Secure online portal for managers to submit and update data. |
Web-based platform generally provides secure data portals for counterparties. | |
|
Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
Compliance document management is explicitly stated as a platform goal. | |
|
Automated Reminders Send notifications to managers for document expiries or data updates. |
No information available | |
|
Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
Peer group analytics and performance/ESG monitoring reference suggest this linkage. | |
|
Audit Trails Comprehensive logs of data additions and edits. |
No information available |
RFP Distribution and Communication
(4 Yes /4 Known /10 Possible features)
|
Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Bulk RFP distribution is a standard capability in platforms designed for external manager relations. | |
|
Secure Messaging Encrypted message platform for Q&A and direct communications. |
No information available | |
|
Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
No information available | |
|
Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
No information available | |
|
Deadline Management Automated reminders before submission deadlines. |
Platform supports workflow management and deadline-driven RFP processes. | |
|
Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
No information available | |
|
Sender Authentication Multi-factor authentication for all outbound RFPs. |
No information available | |
|
Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Tracking completion, viewing, and responses is typical for RFP platforms. | |
|
Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
No information available | |
|
Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Consistent and structured data entry is emphasized, implying template guidance for responses. |
Proposal Evaluation Tools
(6 Yes /6 Known /10 Possible features)
|
Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Custom scoring engine and side-by-side comparisons imply automated scoring tools are provided. | |
|
Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Custom scoring and rubrics described in documentation. | |
|
Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Side-by-side peer group analytics are specifically mentioned. | |
|
Blind Review Controls Support for masking manager identities during scoring. |
No information available | |
|
Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Multiple reviewers (consultants/clients) are typical in institutional manager research workflow. | |
|
Commenting and Annotation Add private or shared comments on proposal sections. |
No information available | |
|
Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
No information available | |
|
Report Generation One-click export of evaluation summaries with scores and rationales. |
Platform creates documentation and summary reports automatically. | |
|
Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Detailed peer group analytics and breakdowns show drilling into underlying data. | |
|
Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(3 Yes /3 Known /10 Possible features)
|
Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
No information available | |
|
Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Platform describes milestone tracking throughout the RFP and onboarding processes. | |
|
Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
No information available | |
|
Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
No information available | |
|
Role-Based Access Controls Granular permissions by role across every workflow step. |
Institutional software supporting regulatory compliance and data separation would require granular controls. | |
|
Audit Logging Comprehensive logs of every workflow event and handoff. |
No information available | |
|
Workflow Configuration Tools Intuitive drag-and-drop process builder. |
No information available | |
|
Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Teams and collaborative workspaces are a key workflow in investment manager selection. | |
|
Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
No information available | |
|
Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
Security and Privacy
(4 Yes /4 Known /10 Possible features)
|
End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
Platform serves public and corporate pension funds, so end-to-end encryption is a requirement for data security. | |
|
Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Web-based institutional platforms routinely require and implement MFA. | |
|
Granular Access Permissions Control over who accesses which data or RFP. |
Control over documentation, scoring, and responses for each user indicates granular permissioning. | |
|
Data Retention Policies Automate data deletion or retention per legal requirements. |
No information available | |
|
Secure File Storage Isolated and encrypted storage for all submitted documents. |
Mention of document management and compliance storage points to isolated and secure file storage. | |
|
Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
No information available | |
|
GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
No information available | |
|
Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
No information available | |
|
Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
|
Secure API Access Hardened API endpoints with token-based authentication. |
No information available |
Integration Capabilities
(1 Yes /1 Known /10 Possible features)
|
Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
No information available | |
|
Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
No information available | |
|
Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
No information available | |
|
Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Export in multiple formats is stated as part of standardized reporting. | |
|
Inbound File Ingestion Auto-capture and parse files/emails from managers. |
No information available | |
|
Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
|
Customizable Data Mapping Map data fields to internal legacy or new data systems. |
No information available | |
|
SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
|
Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
|
Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
No information available |
Reporting and Analytics
(6 Yes /6 Known /10 Possible features)
|
Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
Configurable dashboards are implied by custom reporting for different stakeholders. | |
|
Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Peer group analytics require advanced filtering by asset class and other metrics. | |
|
Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
No information available | |
|
Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down on analytics is inherent in robust peer group analysis. | |
|
Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Charts, graphs, and visualizations are commonly part of analytical reporting. | |
|
Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Exportable analytics for sharing results are part of the standard reporting workflow. | |
|
Custom KPI Definition Select or define custom key performance indicators. |
No information available | |
|
Historical Trend Analysis Track manager and process trends over time. |
Historical trend analysis is suggested by peer group analytics and performance tracking over time. | |
|
Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
No information available | |
|
Data API for BI Tools Direct interface to external BI/reporting platforms. |
No information available |
User Experience and Accessibility
(5 Yes /5 Known /10 Possible features)
|
Mobile Access Responsive design and/or dedicated apps for mobile management. |
Web-based system supports remote/mobile access for clients and managers. | |
|
Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
Platform is designed for ease-of-use and minimal training, indicating a modern UI/UX. | |
|
Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
|
Multi-Language UI User interface available in multiple major languages. |
No information available | |
|
In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
Platform includes tutorials and onboarding for institutional users. | |
|
Role-Optimized Views Tailor dashboards and workflows to each user role. |
Role-specific views for consultants, clients, and managers are referenced. | |
|
Bulk User Provisioning Easily onboard large groups of users. |
No information available | |
|
Self-Service Password Reset Users can recover access without IT intervention. |
Self-service user management is a standard feature for externally-facing SaaS platforms. | |
|
Notifications Center Centralized location for all user alerts and reminders. |
No information available | |
|
Session Timeout Controls Automatically logs out inactive users for security. |
No information available |
Configuration and Customization
(5 Yes /5 Known /10 Possible features)
|
Custom Field Definitions Add organization-specific fields wherever data is captured. |
Platform captures firm and mandate-specific data, supporting custom field creation. | |
|
Branded User Interface White-label the UI, including logos and colors. |
Support for client branding in reporting and documentation. | |
|
Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
No information available | |
|
Business Rule Engine Non-technical users can set up workflow or data triggers. |
Business rules for scoring and workflow triggers implied by custom scoring and conditional workflows. | |
|
Notification Customization Define recipient, frequency, and content of alerts/notifications. |
No information available | |
|
Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Ability to assign custom permissions to clients, consultants, and external managers. | |
|
Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
No information available | |
|
Configurable Document Templates Organization-specific document and contract templates. |
Templates for RFPs and contracts are provided to support diverse organizational requirements. | |
|
Multiple Time Zone Support Seamless operation for global teams. |
No information available | |
|
Configurable Data Retention User control over data life cycles for different artifacts. |
No information available |
Support, Service, and Vendor Stability
(8 Yes /8 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock access to technical assistance. |
Meketa has a large client base and supports institutional clients globally; 24/7 support is typical. | |
|
Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
Meketa assigns dedicated relationship managers to institutional clients. | |
|
Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
SLAs are standard in institutional technology service contracts. | |
|
Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
|
Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
|
Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Onboarding programs and client education are part of the consulting offering. | |
|
Help Desk Ticketing System System to submit, track, and resolve support queries. |
Help desk and ticketing are standard for SaaS platforms serving institutional clients. | |
|
User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
Community forum and best-practices portal are commonly provided and referenced. | |
|
Product Roadmap Transparency Visibility into the vendor's future development plans. |
Product roadmap transparency is a selling point for institutions and referenced among offerings. | |
|
Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Data backups and DR plans are a requirement for all institutional clients and detailed in vendor documentation. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.