Delivering Savings and Clarity: Dual Advisor and Custodian Search for a Healthcare System
Healthcare System Dual Advisor and Custodian Evaluation and Search Through RFPs for both its investment consultant and custodian, North Pier helped the…
Strengthening Oversight and Alignment Across a Multi-Plan 401(k) Program
Fortune 100 Conglomerate 3(21) Investment Advisor Evaluation and Search Client & Objective A fortune 100 conglomerate with several 401(k) plans in a…
Enhancing Governance and Mission Alignment Across Community Foundation Pools
East Coast Community Foundation OCIO Evaluation and Search Client & Objective A community organization overseeing more than $150 million across multiple investment…
Advancing Mission Alignment and Governance for a Private Foundation
Private Foundation OCIO Evaluation and Search Client & Objective A grantmaking foundation with a $65 million endowment engaged North Pier to lead…
Unifying Investment Oversight for a Catholic Archdiocese
Catholic Archdiocese Investment Consultant Search Client & ObjectiveA Catholic Archdiocese with multiple asset pools—including reserve and endowment funds, pension plans, health benefits,…
Bringing Clarity to Non-Profit Investment Program
Conservation Nonprofit Dual-Advisor Evaluation and Search Client & ObjectiveA global conservation nonprofit with roughly $500 million in endowment assetsengaged North Pier to evaluate…
Strengthening Investment Oversight for a University Foundation
Client Overview A West Coast university foundation managing a $66 million endowment engaged North Pier to evaluate its investment program and governance…
Enhancing Governance and Aligning Investments for Captive Insurance Reserves Through an Evaluation
Insurance Company Investment Program Evaluation and Governance Review Case Study Client Overview & ObjectivesA medium-sized captive insurer of a manufacturing company engaged…
Building Confidence and Governance: Evaluating a Multi-Billion Dollar Faith-Based Investment Program
Client Overview & Objectives The investment committee of a faith-based foundation engaged North Pier to evaluate the effectiveness of its investment program…
Supreme Court Ruling: ERISA Implications for Plan Fiduciaries