Clearview Fiduciary Alliance

www.clearviewfiduciary.com

As a membership based, research focused, learning and teaching organization, ClearView connects and engages nonprofit Boards and Executives interested in improving fiduciary oversight of investment programs. The ClearView Fiduciary Alliance (the “Alliance”) was established in 2014 by experienced fiduciaries to help small and mid-sized foundation, endowment and not-for-profit board members make more informed investment decisions. The central service of the Alliance is a system that compiles, analyzes and reports Member investment performance and portfolio composition information in a series of quarterly peer group reports. Member organizations also benefit from periodic peer-to-peer forums as well as educational resources regarding standards, best practices and effective processes for use in fulfilling their fiduciary investment duties. The Alliance is a service of ClearView by KDI, LLC and Capital Difference, LLC.

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As a membership based, research focused, learning and teaching organization, ClearView connects and engages nonprofit Boards and Executives interested in improving fiduciary oversight of investment programs. The ClearView Fiduciary Alliance (the “Alliance”) was established in 2014 by experienced fiduciaries to help small and mid-sized foundation, endowment and not-for-profit board members make more informed investment decisions. The central service of the Alliance is a system that compiles, analyzes and reports Member investment performance and portfolio composition information in a series of quarterly peer group reports. Member organizations also benefit from periodic peer-to-peer forums as well as educational resources regarding standards, best practices and effective processes for use in fulfilling their fiduciary investment duties. The Alliance is a service of ClearView by KDI, LLC and Capital Difference, LLC.

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Country

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State

North Carolina

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City (Headquarters)

Raleigh

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Employees

1-10

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Founded

2014

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Social

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Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Member Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Member Consultant

    Email ****** @****.com
    Phone (***) ****-****

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