Enhancing the Investment Strategy for a Family Office & Foundation
North Pier’s strategic two-phase evaluation & search project for a $350 million family office resulted in enhanced services and meaningful fee savings.…
Appointment for Disappointment?
Winter 2023/2024 Market and Economic Commentary The markets have rejoiced at the prospects of lower interest rates. As the markets continued to…
One More Time: The Department of Labor Proposes a New Fiduciary Rule, Again
Winter 2023/2024 Fiduciary Commentary After several false starts and years of work and intense debate, the Department of Labor (DOL) has proposed…
University Foundation Investment Consultant Search Results in Stronger Support for Private Equity and Alternative Investments
Background North Pier was engaged to lead an investment consultant search for a university foundation with assets totaling $900 million. Prior to…
Mercer-Vanguard Deal Praised as Good Fit for Both Firms (Pensions & Investments)
North Pier’s Senior Consultant Freeman Wood was recently quoted in Pensions & Investments discussing Mercer’s recent acquisition of Vanguard Group’s OCIO business.…
In A Low-Income Year, Hollywood Entertainment Professionals Should Consider Roth IRA And Roth 401(k) Conversions (Forbes)
North Pier’s Managing Partner Jim Scheinberg is now a Forbes Online Contributor. As a contributor, Jim will bring over three decades of institutional investment consulting and…
Higher Longer – Fall 2023 Market and Economic Commentary
Fall 2023 Market and Economic Commentary Reality finally sank in for the markets. Higher interest rates may be here for longer than…
Common Errors Found During Retirement Plan Audits – Fall 2023 Fiduciary Commentary
Fall 2023 Fiduciary Commentary Common Errors Found During Retirement Plan Audits The audit of a qualified retirement plan is intended to safeguard…
Wall St. Falls On Elevated Treasury Yields, Middle East Worries (Reuters)
North Pier’s Managing Partner Jim Scheinberg was recently live on Reuters’ Trading at Noon with host Elena Casas. Jim and Elena discussed the Fed’s…
Target Date Funds Review – Spring 2024 Fiduciary Commentary