Segal Marco Buys Milliman’s San Francisco-Based Consulting Practice (FundFire)
In a recent interview with FundFire, Managing Partner Jim Scheinberg spoke with author Justin Mitchell on institutional investment consultant Segal Marco Advisor’s recent…
City Employee Retirement System Evaluation and OCIO Search Case Study
Background North Pier was engaged to lead an OCIO search for a city employee retirement system’s $1.4 billion plan. The plan recently…
City Police and Fire Retirement System Education, Evaluation, and OCIO Search Case Study
Background North Pier was engaged to provide fiduciary education, evaluation, and OCIO search services for a city police and fire’s $2.6 billion…
SECURE Act 2.0 – Proposed Provisions
Spring 2022 Fiduciary Commentary On March 29, 2022, the House of Representatives passed the retirement savings legislation, Securing a Strong Retirement Act (also…
OCIO Focus: 2022 Outsourced Chief Investment Officer Positions and Trends
Markets remain highly volatile. The recent invasion of Ukraine by Russia has elevated the uncertainty to another level. As many of our…
5 Tips to Assess Your OCIO or Consultant Amid the Russia-Ukraine Conflict
The market volatility that has accompanied the Russia-Ukraine conflict has created dramatic swings in the equity and debt markets. While long-term investors…
The Continually Evolving Role of ESG in Retirement Plan Investments
Senior Consultant Frank Szymanek’s latest article in Benefits Quarterly explores the continually evolving role of ESG in retirement plan investments. The topic of…
COLA 2022: A Precursor to Higher Rates of COLA in the Future?
Fall 2021 Fiduciary Commentary After lying dormant for nearly a decade, inflation is back and rising at a faster rate than anytime…
Inflation, Invasion, Inversion, Oh My!