Category: Case Studies

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…

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…

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…

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…

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,…

Bringing Clarity to Non-Profit Investment Program

Conservation Nonprofit Dual-Advisor Evaluation and Search Client & ObjectiveA global conservation nonprofit with roughly $500 million in endowment assetsengaged North Pier to evaluate…

Strengthening Investment Oversight for a University Foundation

Client Overview A West Coast university foundation managing a $66 million endowment engaged North Pier to evaluate its investment program and governance…

Enhancing Governance and Aligning Investments for Captive Insurance Reserves Through an Evaluation

Insurance Company Investment Program Evaluation and Governance Review Case Study Client Overview & ObjectivesA medium-sized captive insurer of a manufacturing company engaged…

Building Confidence and Governance: Evaluating a Multi-Billion Dollar Faith-Based Investment Program

Client Overview & Objectives The investment committee of a faith-based foundation engaged North Pier to evaluate the effectiveness of its investment program…