Category: Search & Evaluation

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,…

Community Foundation OCIO RFP Case Study

Background & Challenges North Pier was engaged to assist the trustees of a multi-agency community foundation considering a transition from traditional advisor-assisted,…

University Foundation Evaluation Case Study

Background North Pier Search Consulting led the evaluation of a $150 million University Foundation investment program. Scope North Pier was engaged to…

Law Firm 401(k) Advisor & Recordkeeper RFP Case Study

Background North Pier Search Consulting led a law firm’s search for a retirement plan advisor and recordkeeper with ERISA §3(38) capabilities for…