Investment Consultant for Public Markets

Purpose of the Request: The Office of Investment Management (OIM) of the United Nations Joint Staff Pension Fund (UNJSPF) is seeking information on general consulting services to assist in investment managers’ searches, selections and oversight in public markets and related issues. In addition, OIM seeks a solution that supports better‑informed investment decisions and contributes to broader UN objectives, including the Sustainable Development Goals (SDGs). 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 (RSG) for the investment of the assets of the UNJSPF. 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 $107 billion as of 31 Dec 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://www.unjspf.org/ for a breakdown of the Fund’s assets per type of investment and additional information. Specific Requirements/Information I. Please confirm 5+ years of experience in the following (Yes/No): 1. At least 5 Institutional Public Plan Clients with: • USD 50B externally managed AUM (as of 12/31/2025) • Total Portfolio Approach (TPA) • Customized policy benchmark • Internally managed asset mixes 2. External Manager Research (Active Mandates) • Equities: all caps, small cap global, regional, country specific; DM/EM; • Fixed Income: HY, IG, EMD, securitized, treasuries, etc. • Other: quant, factors, sector/thematic, ESG (impact/climate), multi asset, passive/enhanced indexing 3. Portfolio Oversight • Monitoring external managers; recommending allocation, rebalancing, and terminations 4. Manager Searches • Full process: universe screening, selection and implementation recommendation 5. Risk & Attribution • Risk management, attribution and factor analysis 6. Data Access • Providing to clients proprietary or third party investment database access II. Please elaborate your capabilities on: 1. Portfolio Oversight • Ongoing manager and portfolio analysis • Reviewing/constructing portfolios • Qualitative and quantitative evaluations • Allocation, rebalancing, optimization, and manager hire/terminate recommendations 2. Manager Searches • Full search process from universe to final selection recommendation • Portfolio construction and optimization • Implementation plans 3. Performance Monitoring & Analysis • Holdings and return based attributions, factor and exposure analysis • Guidance on investment guidelines and policies (incl. legal support and common negotiation areas) • Use of third party or proprietary databases 4. Other Capabilities • Please describe any additional capabilities • Please provide sample analysis or reports if applicable III. Vendor Overview Vendors should provide an overview of their services, tools, technology, and research capabilities, and a brief description of how their solution supports OIM’s needs, including alignment with UN Sustainable Development Goals (SDGs). Company information: The service provider should also provide a brief history of their company, how it is organized to support the proposed solution, and how its available products and resources will be used to meet UNJSPF requirements. The service provider shall submit the following information: • The company’s official name and address. The vendor shall also indicate what type of entity it is — for example, a corporation or a partnership. • The name, address and telephone number of the person who receives correspondence and who is authorized to make decisions or represent the vendor. Please state this person’s capacity within the company. • The total number of years the vendor has been in business and, if applicable, the number of years it has operated under the present business name. • The number of years the vendor has been providing the proposed solution. • A description of the vendor’s operations: facilities, business and objectives, and the number of employees, and client support services. Services and Pricing structure: • The service provider describes the pricing model and metrics (e.g., flat fee, per module, per portfolio, per user). • The service provider provides their implementation approach and associated pricing/rates. • The service provider describes their client support model and associated pricing. If your firm is interested in responding to the Market Search/ RFI, kindly confirm that you meet all the above-mentioned requirements and provide brief description of its abilities explaining how your firm meets each requirement. All the above Information (service description, and any other pertinent documentation and information) should be sent to Ramona Muresan at muresan@un.org.The email subject should have the RFI reference number and the title of the RFI. Please note that UNJSPF, 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 by presentation on the capabilities of their system. 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.