RFP & DDQ

Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ)

XCR is well-placed to respond to asset management RFPs, including institutional, retail, and retirement plan RFPs, RFIs, and quarterly and annual DDQs.

Marketing Material

Update Fund factsheets, ETF factsheets and financial marketing material, including presentations, pitch books, brochures and flyers, laminates and fund lists

Final form reports in – Word, Excel, PPT, PDF, InDesign and HTML – for web, mobile and handheld devices