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…
Here’s What CalPERS Will Face in Its CIO Search (Institutional Investor)
In a recent article from Institutional Investor, North Pier’s Managing Partner Jim Scheinberg spoke with Alicia McElhaney about CalPERS’ upcoming CIO search. Below…
OCIO Industry Growth: Insights for Asset Owners
The outsourced chief investment officer (OCIO) industry is on the brink of substantial growth, fueled by rising interest from asset owners who…
CalPERS Once Again Finds Itself with No CIO to Drive New Allocation (Pensions & Investments)
In a recent interview with Pensions & Investments, Managing Partner Jim Scheinberg spoke with Arleen Jacobius on the recent departure of CalPERS…
America’s Largest Public Pension Is In Search Of A New CIO (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…
Tech Stocks in the Ascendancy After Nvidia’s Blowout Forecast (Reuters)
North Pier’s Managing Partner Jim Scheinberg was recently live on Reuters’ Trading at Noon. In the segment, Jim discussed why the market is ignoring…
Re-Inflation
Summer 2023 Market & Economic Commentary Sure, inflation is still with us, albeit at more modest levels (by most measures). Yet, that’s…
SECURE Act 2.0 Update – Rothification Hits a Snag
Summer 2023 Fiduciary Commentary At the end of 2022, the SECURE Act 2.0 was signed into law. This legislation influences virtually all…
Higher Longer – Fall 2023 Market and Economic Commentary