Goldilocks Has Left the Cottage
Fall 24 Market & Economic Commentary: For several quarters now, financial pundits have been praying for a “Goldilocks” fairytale reversal to the…
The Seatbelt Sign Has Been Illuminated
Summer 24 Market and Economic Commentary “Please fasten your seatbelts; we’re expecting turbulence ahead.”Most flyers know exactly what this announcement over a…
Independent Review Brings Clarity to Performance, Fees, and Allocation Across Pension Plans
Taft-Hartley Pension Investment Performance and Fee Review Organization & ObjectiveA national labor organization engaged North Pier to conduct an independent review of…
Independent Review Helps Labor Pension Plan Assess OCIO Relationship
Taft-Hartley Pension Plan OCIO Evaluation Client & ObjectiveAn organization with a Taft-Hartley pension plan and more than $10 billion in assets engaged…
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…
Strengthening Oversight and Alignment Across a Multi-Plan 401(k) Program
Fortune 100 Conglomerate 3(21) Investment Advisor Evaluation and Search Client & Objective A fortune 100 conglomerate with several 401(k) plans in a…
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…
The Winds of Change – Trump 2.0