Clearview Fiduciary Alliance

Non-profit OrganizationsNorth Carolina, United States2-10 Employees

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. We assist foundations, endowments and nonprofits with Investment Policy and Governance Reviews, Investment Adviser RFP and OCIO RFP projects, and OCIO Due Diligence and OCIO detailed reviews.

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.

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