The selection of an investment consultant or an outsourced Chief Investment Officer (OCIO)
is a daunting task. The right guidance can have one of the largest impacts on outcomes.
Let North Pier be your advocate.
Our knowledge of the industry's
most competitive relationships ensure you see the most appropriate candidates.
In addition to saving you time and money,
we add value to your search process with decades of experience.
If your organization is searching for an OCIO, Outsourced Chief Investment Officer or an investment consultant you have come to the right place. OCIO is a rapidly growing business model with no standardization - it's like the Wild West. Instead of working with industry produced OCIO ranking shortlists, North Pier independently researches which OCIO firms to invite for every RFP. With North Pier, your search is assured to be on target and fees paid are fair.
| Historic performance review | |
| Review committee processes and procedures | |
| Investment Policy Statement review | |
| Committee Charter draft/revise/maintain | |
| Other applicable governance | |
| Develop search criteria and requirements | |
| Preliminary screening to source finalists | |
| Draft and distribute RFP | |
| Evaluate RFP grade and summarize responses | |
| Conduct quantitative snalysis | |
| Conduct interviews with references | |
| Review RFP results with Committee | |
| Prepare and facilitate finalist meetings | |
| Compilation report | |
| Implementation oversight |
Looking for a new recordkeeper / platform for a 401k, 403b or pension plan? In a sea of similar looking brochures, differences in provider capabilities, fee structures, service models and even ethics can vary greatly. Our recordkeeper and custodian RFP services save our clients time and their beneficiaries money.
Additional Search Services| Comprehensive client profile | |
| Review Committee processes and procedures | |
| Committee charter draft/revise/maintain | |
| Develop search criteria and requirements | |
| Preliminary screening to source finalists | |
| Draft and distribute RFP | |
| Evaluate RFP and score responses | |
| Review RFP results with Committee | |
| Prepare and facilitate finalist meetings | |
| Compilation report | |
| Implementation oversight |
Our holistic examination will evaluate all governance protocols and existing covered service provider arrangements. The result will be that your processes and existing team of service providers will be validated, improved or suggested for replacement. Lastly, this process will leave your fiduciaries with an updated education on how to comply with current regulations as well as to strive for best industry practices.
| Committee formation and process review | |
| Investment Policy, Committee Charter and governance | |
| Plan document review | |
| Review of current vendors' service agreements | |
| Performance analysis and benchmarking of current vendors | |
| Timeliness of contribution compliance | |
| 406(b) compliance (prohibited transaction rules) | |
| Appointing fiduciary oversight compliance |