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…
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…
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…
Better Aligned Investments, Significant Cost Reduction and Enhanced Confidence for East Coast University Endowment
Two-Phase Evaluation and RFP/Search Engagement Results in Better Aligned Investments, Significant Cost Reduction and Enhanced Confidence for East Coast University Endowment Background…
Enhancing the Investment Strategy for a Family Office & Foundation
North Pier’s strategic two-phase evaluation & search project for a $350 million family office resulted in enhanced services and meaningful fee savings.…
OCIO Industry Growth: Insights for Asset Owners
The outsourced chief investment officer (OCIO) industry is on the brink of substantial growth, fueled by rising interest from asset owners who…
Two-Phase Evaluation and OCIO Search Results in 50% Lower Fees for Energy Company’s Pension Plan
In order to fulfill their fiduciary duty to monitor ERISA service providers, an energy exploration and production company engaged North Pier 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…