Author: North Pier

What Plan Sponsors Should Expect From a Retirement Plan Adviser (PLANADVISOR)

Managing Partner Jim Scheinberg was quoted in PLANADVISER‘s recent article on what plan sponsors should expected from hiring a retirement plan adviser…

PLANSPONSOR Webinar: What to Expect from a Plan Advisor

Managing Partner Jim Scheinberg was a panelist for PLANSPONSOR’s recent webinar on What to Expect from a Plan Advisor, now available to…

Volatile Markets, Growing Complexity Underscore Demand for OCIO (Pensions & Investments)

In his recent Special Report on CIO Outsourcing for Pensions & Investments, writer Palash Ghosh outlines why the demand for Outsourced Chief…

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…

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…