Posts From January, 2014

ClearView by KDI, LLC Launches Investment Peer Analysis Service for Foundations, Endowments and Nonprofits 

John Day and Sheldon Fox, principals of KDI Capital Partners, LLC (KDI) have launched a beta project to facilitate the sharing of investment performance and portfolio composition information among local foundations, endowment and not-for-profit organizations. KDI engaged Fairview Investment Services, LLC of Raleigh NC to assist with the project design and implementation.  KDI organized the project as ClearView by KDI and created ClearView by KDI, LLC.

January 1, 2014 Categories: News