Category: Due Diligence

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…

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…

Strong Governance Through Transition: Actuarial Search for Global Law Firm

Client Overview & Objectives A leading global law firm based in the U.S. engaged North Pier Search Consulting to conduct an actuarial…

Finra Warns Brokerages to Pay Attention to Rising Cybersecurity Threats (InvestmentNews)

In a recent article from InvestmentNews, North Pier’s Managing Partner Jim Scheinberg discusses rising cybersecurity threats. Below is an excerpt from the article.  Finra…

4 Cyber Security Tips to Help Protect Your Organization

Cyber risk is a rapidly growing area of concern for plan sponsors, with millions of individuals already affected by skyrocketing cyber security…

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…

The First Question Plan Sponsors Should Ask When Negotiating and Reviewing a Service Agreement

When negotiating or refreshing a service agreement with your retirement plan advisor or consultant, there’s one main question all organizations should ask:…

Plan Sponsor Due Diligence During Recordkeeper Acquisition (PLANSPONSOR)

Gregory Metzger, North Pier’s Senior Consultant and Search Practice Leader, was featured in PLANSPONSOR’s most recent article on the important due diligence…