Clearview Fiduciary Alliance
www.clearviewfiduciary.comAs 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.
Read moreAs 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.
Read moreCountry
State
North Carolina
City (Headquarters)
Raleigh
Industry
Employees
1-10
Founded
2014
Social
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Chief Compliance Officer
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