Category: Case Studies

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…

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…

University Healthcare System Defined Benefit OCIO RFP Case Study

Background North Pier Search Consulting led a University Healthcare System’s search for an Outsourced Chief Investment Officer (OCIO) for their $385 million…

Case Study: Global Reinsurance Company Actuary and Administrator Search

Scope North Pier was engaged to lead an Actuary and Administrator Search for a global reinsurance company for their $116 million retirement…

Hospital Retirement Plan Advisor & Recordkeeper RFP Case Study

Background North Pier Search Consulting led a hospital and healthcare client’s search for a retirement plan advisor and recordkeeper for their $700…

Global Manufacturing Company 401(k) Advisor RFP Case Study

Background North Pier Search Consulting led the US subsidiary of a global consumer electronic company’s search for retirement plan advisors with ERISA…

Healthcare Foundation OCIO RFP Case Study

Background North Pier was engaged to assist the trustees of a regional hospital review of the historical investment performance of their traditionally…

Hospitality Company Defined Benefit OCIO RFP Case Study

Background North Pier was engaged to assist a hospitality company that acquired a property with a $17 million existing frozen defined benefit…

Charity Assets OCIO Transition and RFP Case Study

Background & Challenges North Pier was engaged to assist the trustees of a nationally recognized charity considering a transition from traditional advisor-assisted,…