Investment Research Service- Independent Investment Analysis

The United Nations (UN), on behalf of the United Nations Joint Staff Pension Fund (UNJSPF) is seeking information from qualified vendors capable of providing independent investment analysis, insights, and perspectives for managing the Fund's assets, which pertains, but is not limited to, macro-economic analysis, asset allocation and sub asset class strategies, geopolitical risks, and global sector/industry. The service shall encompass a wide range of investments, including but not limited to, global equities (including emerging and frontier markets), global fixed income, Investment Grade credit, High-Yield securities, emerging markets debt, currencies, commodities, private equities, real estate, and real assets. The selected contractor will be responsible for delivering investment research at the global, regional, and country levels. This research and analysis should be provided periodically, such as daily, weekly, monthly, quarterly, and annually, as well as on an as-needed basis. The contractor is also expected to furnish comprehensive written reports in a timely manner and participate in interactive meetings with UNJSPF staff. Required Duration of the service would be for 5 years. In order to assess the market (idnetify potential vendors and capabilities), the UN is looking for the below information from the interested companies: 1. Please provide information on the number of periodic reports issued in 2023, along with a breakdown by region and country, including the frequencies of issuance. 2. Could you specify the number of ad-hoc reports that were issued in 2023, and provide the titles of these reports? 3. Please furnish details on the number of analyst meetings offered to clients in 2023, including the dates and titles of these meetings. 4. Can you provide information regarding the number of clients who are institutional investors with assets under management exceeding USD 30 billion? Please provide some of the name of Institutions if possible. 5. Lastly, kindly share details about the in-house research team, including the number of researchers and their respective locations. Additionally, it would be beneficial to include brief biographies of the senior staff members within the team. Please send the above information directly by email to Muhammed Riad Islam, Procurement Officer, UN Procurement Division, (Email: islam21@un.org). The email subject should have the RFI reference number and the title of the RFI.