Strategic Advisory Services for Financial Technology Data and Operations – Office of Investment Management (Operations) of the United Nations Joint Staff Pension Fund (UNJSPF)

Issuing organisation: UN Secretariat

Notice type: Request for EOI

1. The Office of Investment Management (“OIM”) of the United Nations Joint Staff Pension Fund (“UNJSPF”) is seeking to establish a pool of qualified strategic advisory consultancy firms to provide specialized advisory services on an as-needed basis for financial, technology, data and operations. The selected firms will provide independent market insights, research, benchmarking, expert advice, and strategic support related to financial services, technology, digital transformation, investment operations, project management, enterprise systems, and organizational improvement initiatives. 2. The pool of consultancy firms shall be constituted by experienced consulting firm specialized in the buy-side asset management industry, specifically in globally diversified pension funds and/or sovereign wealth funds, to provide OIM with consulting advisory on Industry trends and best practices, peer insights and benchmarking, emerging topics such as Artificial Intelligence, Data Management, Information Technology, Cyber Security. The firm may also provide OIM with benchmarking assessments and recommendations in relation to data management capabilities, processes, technology maturity, and best practices as observed amongst other peers. 3. The establishment of the consultancy pool does not guarantee any minimum volume of work. Services will be requested on an as-needed basis through individual task orders. Overview of the Fund 4. UNJSPF 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. 5. The Office of Investment Management of the UNJSPF is responsible for managing a multi-asset class, global investment portfolio worth over US$110 billion under management as of 31 December 2025, about 84% of which is actively managed internally. OIM invests globally in over 100 countries and regions distributed in over 26 currencies in both publicly traded securities as well as private capital investments. 6. Please consult the Fund’s website at http://www.unjspf.org/ for additional information and a breakdown of the Fund’s assets per type of investment. 7. The Secretary-General has delegated his fiduciary and trustee responsibilities to a senior UN official referred to as the Representative of the Secretary-General for the Investments of the UNJSPF. The Representative of the Secretary-General has delegated much of the operating responsibility for the management of the investments and the administration of the assets of the Fund to the staff of OIM. OIM makes investment decisions for the Fund, except for those decisions that require the agreement of the Representative of the Secretary-General. All investments made must meet the criteria of safety, profitability, liquidity, and convertibility endorsed by the General Assembly and the Pension Board. Specific Requirements/Information 8. Consultancy firms seeking to participate in the forthcoming solicitation must meet the following minimum criteria: a) The Firm must have provided advice on financial services including but not limited to market trends, assessment and enhancements to at least three (3) asset managers who are managing assets for pension funds in the past five (5) years. Please provide the names of these clients, the type of engagement(s) and length of engagement(s). a) The Firm must have provided advice to asset managers managing assets on behalf of pension funds in the past five (5) years on all the following Market Insights and Research, Technology, including platform and enterprise systems and Digital Advisory, Strategy, Governance, and Operating Model Advisory. b) The Firm must have provided advice or implementation assistance to asset managers who are managing assets on behalf of pension funds covering investment management, trading, investment operations, risk management and compliance, Environmental, Social, and Governance (ESG), data management, accounting and technology and including at least the following business functions: portfolio management and analytics; trade order management system including trade execution and compliance monitoring; trade matching; trade settlement; multi-currency cash management; private markets fund monitoring; reconciliation; risk and performance analytics and measurement including performance attribution, proxy voting; compliance, Environmental, Social, and Governance (ESG); data aggregation and warehousing; reporting; modernizing the technology landscape by reviewing and integrating various ISPs/SaaS providers/ c) All information provided must be treated as confidential. The Firm must sign a non-disclosure agreement prior to receiving the RFP. d) The vendor must be able to provide proof of the above minimum requirements when submitting their response to the EOI. Only those vendors meeting the minimum requirements indicated above will be invited to participate and respond to the request for proposal (RFP). Expected Deliverables 9. Depending on the nature of each task order, deliverables may include: a. Market insight reports. b. Vendor landscape assessments. c. Benchmarking reports. d. Technology assessment reports. e. Maturity assessments. f. Gap analysis reports. g. Strategic recommendations As part of the EOI process, vendors are only required to express their interest if they can meet the minimum requirements outlined above. Supporting documentation is not required at this stage.

UNSPSC classification:

• 80000000 — Management and Business Professionals and Administrative Services
• 80100000 — Management advisory services
• 80101500 — Business and corporate management consultation services
• 80101600 — Project management
• 84000000 — Financial and Insurance Services
• 84110000 — Accounting and bookkeeping services
• 84120000 — Banking and investment

Beneficiary countries: Countries or territories Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Colombia Comoros Congo Cook Islands Costa Rica Côte d'Ivoire Croatia Cuba Cyprus Czech Republic Congo, The Democratic Republic of the Denmark Djibouti Dominica Dominican Republic Timor-Leste Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Falkland Islands (Malvinas) - A dispute exists between the Governments of Argentina and the United Kingdom of Great Britain and Northern Ireland concerning sovereignty over the Falkland Islands (Malvinas) Faroe Islands Fiji Finland France French Guiana French Polynesia Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong, Special Administrative Region of China Hungary Iceland India Indonesia Iran, Islamic Republic of Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao, Special Administrative Region of China North Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia, Federated States of Moldova, Republic of Monaco Mongolia Montserrat Morocco Mozambique Myanmar Namibia Republic of Naoero Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Reunion Romania Russian Federation Rwanda Saint Helena Saint Kitts and Nevis Saint Lucia Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Eswatini Sweden Switzerland Syrian Arab Republic Taiwan, Province of China Tajikistan Thailand Togo Tokelau Tonga Trinidad and Tobago Tunisia Türkiye Turkmenistan Turks and Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United Kingdom Tanzania, United Republic of United States of America Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U. S. Wallis and Futuna Islands Western Sahara Yemen Zambia Zimbabwe Antarctica Palestine, State of Serbia, Republic of Montenegro Kosovo South Sudan

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