Category: Case Studies

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

National Labor Organization Pension Plan Performance and Fee Review Organization & ObjectiveA national labor organization engaged North Pier to conduct an independent…

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…

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…

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…