OCIO Focus – How 2020 is Helping Shape the Year Ahead
Last year, as the world sheltered in place and the pandemic rattled markets, we began publishing excerpts from our conversations with leading…
OCIOs Can Improve Pension Plan Funding (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR‘s Lee Barney on how plan sponsors should examine track records and operational qualifications when hiring an outsourced…
Qualified Plan Contributions During COVID-19
Winter 2020/2021 Fiduciary Commentary Beyond COVID-19’s destructive impact on society and public health, the pandemic has had a detrimental effect on many…
Competitive Pressure Largely Brings OCIO Fees on Par with Consultants (FundFire)
In a recent interview with FundFire, Managing Partner Jim Scheinberg spoke with author Alana Pipe on OCIO fees, and the competitive pressure…
GameStop Short Squeeze Reveals Scary Vulnerability in U.S. Brokerage Capacity (Reuters)
Managing Partner Jim Scheinberg was recently on Reuters Insider’s Trading at Noon discussing the GameStop stock mania. Jim and host Elena Casas…
Hospital Retirement Plan Advisor & Recordkeeper RFP Case Study
Background North Pier Search Consulting led a hospital and healthcare client’s search for a retirement plan advisor and recordkeeper for their $700…
Global Manufacturing Company 401(k) Advisor RFP Case Study
Background North Pier Search Consulting led the US subsidiary of a global consumer electronic company’s search for retirement plan advisors with ERISA…
Healthcare Foundation OCIO RFP Case Study
Background North Pier was engaged to assist the trustees of a regional hospital review of the historical investment performance of their traditionally…
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…
The Y²O-Y²O | Winter Market & Economic Commentary