Category: OCIO

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 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…