Provision of a non-discretionary advisor for the Investment Management Division, United Nations ...
UN Secretariat
Provision of a non-discretionary advisor for the Investment Management Division, United Nations ...
Request for information
Reference:
RFIUNPD21276
Beneficiary countries or territories:
Multiple destinations (see the Countries or territories tab)
Registration level:
Basic
Published on:
22-May-2023
Deadline on:
02-Jun-2023 00:00 0.00
Description
The Office of Management Division of the United Nations Joint Staff Pension Fund (OIM/UNJSPF) seeks to retain a non-discretionary advisor to advise and assist the OIM in investing and managing the Real Assets portions of the Fund’s Investments.
1. The Office of Investment Management (OIM) defines Real Assets as including (a) Infrastructure and (b) Timber and Agriculture investments. Investments will primarily be in institutional open or closed-end commingled funds rather than publicly traded securities or in Real Asset co-investments.
2. OIM is in the process of growing its Infrastructure,Timber and Agriculture portion of the portfolio.
3. The Advisor will be required to make investment recommendations on a non-discretionary basis. These recommendations will be based on extensive due diligence on each fund and its sponsor, and provided to OIM in written form. The Advisor will also provide general research on Real Assets upon request of OIM.
4. The Advisor will also advise OIM on enhancing the value of its existing Real Asset investments, as well as recommend new Real Asset investments.
5. As requested by OIM, the Advisor will recommend strategy with respect to Real Asset investments, and provide quarterly reports summarizing the performance of the portfolio as well as listing specific performance for each Real Asset investment in the Fund.
6. The Advisor will be available for discussion with the OIM staff and Investment Committee on as and need basis.
Ricardo Velez Castellon
| Link | Description | |
|---|---|---|
| https://www.un.org/Depts/ptd/sites/www.un.org.Depts.ptd/files/pdf/rfi21276.pdf | Link to the procurement notice document |
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