North Pier Search Consulting | Insights - Insights from The North Pierspective

Independent Review Brings Clarity to Performance, Fees, and Allocation Across Pension Plans

Taft-Hartley Pension Plan Performance and Fee Review Organization & ObjectiveA national labor organization engaged North Pier to conduct an independent review of…

By North Pier
Case Studies, OCIO, Plan Fees

Independent Review Helps Labor Pension Plan Assess OCIO Relationship

Taft-Hartley Pension Plan OCIO Evaluation Client & ObjectiveAn organization with a Taft-Hartley pension plan and more than $10 billion in assets engaged…

By North Pier
Case Studies, OCIO

When Running with the Bulls, Watch the Horns!

Winter 25-26 Market and Economic Commentary When Running with the Bulls, Watch the Horns! The final quarter of 2025 ended on a…

Positioning a Family Office for Its Next Chapter: Investment Consultant Search

Family Office Investment Consultant Search Organization & ObjectiveA multi-generational family office overseeing several trusts and private foundations initiated a review of its…

By North Pier
Case Studies, RFP, Search & Evaluation

Navigating Multi-Pool Complexity: Evaluation and Search for a National Faith-Based Non-Profit Foundation

National Faith-Based Nonprofit Foundation OCIO Evaluation and Search Organization & ObjectiveA national faith-based nonprofit foundation supporting hundreds of affiliated local independent organizations…

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…

By North Pier
Case Studies, Fiduciary, Retirement, RFP, Search & Evaluation

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…

By North Pier
401(k), Case Studies, ERISA 3(38), Fiduciary, Investments, RFP

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…

By North Pier
Case Studies, Endowments & Foundations, Fiduciary, Investments, OCIO, RFP

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…

By North Pier
Case Studies, Endowments & Foundations, Fiduciary, Investments, OCIO, RFP

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,…

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