Highly Customized Search Helps Mission-Aligned Community Foundation Select the Optimal Partner
Background North Pier was engaged by a $500 million community foundation to lead a search for an investment consultant / OCIO to…
Segal Marco Buys Milliman’s San Francisco-Based Consulting Practice (FundFire)
In a recent interview with FundFire, Managing Partner Jim Scheinberg spoke with author Justin Mitchell on institutional investment consultant Segal Marco Advisor’s recent…
City Employee Retirement System Evaluation and OCIO Search Case Study
Background North Pier was engaged to lead an OCIO search for a city employee retirement system’s $1.4 billion plan. The plan recently…
City Police and Fire Retirement System Education, Evaluation, and OCIO Search Case Study
Background North Pier was engaged to provide fiduciary education, evaluation, and OCIO search services for a city police and fire’s $2.6 billion…
SECURE Act 2.0 – Proposed Provisions
Spring 2022 Fiduciary Commentary On March 29, 2022, the House of Representatives passed the retirement savings legislation, Securing a Strong Retirement Act (also…
OCIO Focus: 2022 Outsourced Chief Investment Officer Positions and Trends
Markets remain highly volatile. The recent invasion of Ukraine by Russia has elevated the uncertainty to another level. As many of our…
5 Tips to Assess Your OCIO or Consultant Amid the Russia-Ukraine Conflict
The market volatility that has accompanied the Russia-Ukraine conflict has created dramatic swings in the equity and debt markets. While long-term investors…
Lost That Lovin’ Feeling for Your Investment Consultant or OCIO? Take Our Quiz!
Lost that lovin’ feeling… for your retirement plan consultant or OCIO? Maybe it’s that seven year itch. Our Valentine’s Day quiz will…
Inflation, Invasion, Inversion, Oh My!