ESG Risk Database based analytical tool and related support

Purpose of the Request: The Office of Investment Management (OIM) of the United Nations Joint Staff Pension Fund (UNJSPF) is seeking information on a comprehensive Environmental, Social and Governance (ESG) Risk Database based analytical system and/or software products to assist in analyzing and assessing risk on securities in the existing public and private markets portfolios or on potential new investments that could be added to its portfolios. OIM expects that a comprehensive ESG Risk Database based analytical tool and related support will enable OIM to analyze any global public or private company in a consistent way with the aim of systematically identifying material ESG risks. Overview of the UNJSPF: The United Nations Joint Staff Pension Fund (“UNJSPF” or “the Fund”) was established by the General Assembly of the United Nations ("UN") to provide retirement, death, disability and related benefits for the staff of the UN and other international intergovernmental organizations admitted to membership in the Fund. The United Nations Secretary-General has the fiduciary responsible for the investment of the assets of the UNJSPF. The Secretary-General has delegated this responsibility to the Representative of the Secretary-General for the investment of the assets of the UNJSPF (RSG). The RSG is, in turn, assisted in this function by the Office of Investment Management (OIM) of the UNJSPF. All investments made, at the time of the purchase, must meet the criteria of safety, profitability, liquidity, and convertibility endorsed by the General Assembly and the United Nations Joint Staff Pension Board (“UNJSPB”). OIM utilizes the services of various global, regional and national trading counterparties. The UNJSPF is an internally managed fund, with a total market value of approximately $98.5 billion as of 31 May 2025, invested in both publicly traded securities as well as private capital investments (private equity, private debt and real assets), across geographies and industries. Please consult the Fund’s website at https://oim.unjspf.org/ for a breakdown of the Fund’s assets per type of investment and additional information. Specific Requirements/Information The ESG Risk Database analytical system being searched for by OIM must meet all the following requirements: (i) The system must provide both metrics and qualitative information on the exposure to ESG risks of public and private companies (e.g. 200,000+ companies including all MSCI ACWI universe) from all countries including emerging and frontier markets. (ii) The system must provide Daily Alerts and Watch Lists (updated on a daily basis based on the latest information) to help OIM swiftly react to any new risk incident involving companies in the portfolio or investment universe. (iii) The system must provide consolidated risk information from multiple alternative stakeholder sources such as media, websites of NGOs, Industry Regulators, Public Bodies, Think Tanks, etc. (iv) The system must be able to capture risk incidents in local language media by having the capacity to source and analyze data in multiple business languages (e.g. 10+ languages) used globally. (v) The system must allow the screening of risk incidents according to all of the 10 UNGC principles, SASB, and the SDGs. (vi) The data vendor must produce high quality ESG research by leveraging the latest data analytics techniques along with a big highly trained team of analysts (at least 100+ analysts). (vii) The system must provide access to time series of ESG risk data (at least 10 years of historical data) and risk incident information based on a transparent rules-based methodology. (viii) The vendor must provide a data feed of the latest ESG metrics and indicators based on the daily updated information. (ix) The system must allow the construction of portfolios on its platform for monitoring purposes. If your firm is interested in responding to the Market Search/ RFI, kindly confirm that your system meets all the above listed requirements and provide brief description of its abilities explaining how your system meets each requirement using the attached checklist. All the above Information (product description, filled up checklist, and any other pertinent documentation and information) should be sent to Ramona Muresan at muresan@un.org. Please note that UNJSPF/OIM, through UN Procurement Division may require that the companies responding to this RFI provide a detailed live presentation and demonstration using assignments provided by PD accompanied with online presentation on the capabilities of their system within 30 days from closure of the RFI. Please further note that RFI process is intended to obtain market information and it is not a tendering process, therefore it will not result of any award recommendation.