Consulting Investment Services
UN Secretariat
Consulting Investment Services
Request for EOI
Reference:
EOIUNPD23057
Beneficiary countries:
United States of America
Registration level:
Basic
Published on:
09-Sep-2024
Deadline on:
08-Oct-2024 23:59 (GMT -4.00)
Description
The Office of Investment Management ("OIM") of the United Nations Joint Pension Fund ("UNJSPF") is seeking to establish a roster of firms with expertise in the categories of investment advisory related services listed below.
The UNJSPF was established by the General Assembly of the United Nations in 1949 to provide retirement, death, disability and related benefits for the staff of the United Nations and the other organizations admitted to membership in the UNJSPF. OIM manages the investment of the assets of the UNJSPF that are currently valued at approximately US$91 billion. The assets of the UNJSPF are primarily managed internally and are invested in approximately 38 countries globally.
In this context, OIM intends to create a roster of qualified firms for the categories below to be able to provide specialize investment advice services upon request. The proposed duration of each resulting contract shall be five (5) years.
CATEGORIES OF EXPERTISE
• Consulting Services: Requesting advice on investment strategies, risk management, and compliance and special studies (benchmark studies, expanding investments in new markets, new asset classes, technology solutions, and others).
• Ad hoc investment advisory services
Ricardo Velez Castellon
Link | Description | |
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https://www.un.org/Depts/ptd/sites/www.un.org.Depts.ptd/files/pdf/eoi23057.pdf | Document Link |
80101501
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New business start up consultation services
80101502
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Corporate mergers consultation services
80101503
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Corporate divestiture consultation services
80101504
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Strategic planning consultation services
80101505
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Corporate objectives or policy development
80101506
-
Organizational structure consultation
80101507
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Information technology consultation services
80101508
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Business intelligence consulting services
80101509
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Government affairs and community relations consultation service
80101510
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Risk management consultation service
80101511
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Human resources consulting service
80101512
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Actuarial consulting services
80101513
-
Process and procedures management consultation service
80101601
-
Feasibility studies or screening of project ideas
80101602
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Regional or location studies for projects
80101603
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Economic or financial evaluation of projects
80101604
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Project administration or planning
80101605
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Temporary drafting service
80101606
-
Project monitoring and evaluation
80101607
-
Project impact assessment
84121701
-
Investment advisers
84121702
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Investment policy
84121703
-
Investment analysis
84121704
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Investment agreements