Category: Search & Evaluation

Advisor Evaluation Helps Financial Services Firm Validate Provider Fit and Improve Plan Support

Financial Services Firm OCIO Evaluation and Search Client & ObjectiveA  middle-market  financial services firm with more than $1 billion across its defined…

Advisor Evaluation Helps Retirement Committee Select Long-Term OCIO Partner

Global Biotherapeutics Company Advisor Evaluation and Search Client & ObjectiveA global biopharmaceutical company with more than $1 billion across its Defined Contribution,…

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…

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…

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…

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…