Posts From January, 2017

ClearView Fiduciary Alliance Member Update  

We made great progress in 2016 in our effort to develop the ClearView Fiduciary Alliance as a resource to “help foundation, endowment and not-for-profit Boards and Executives make more informed investment decisions.” We are pleased to provide you with this brief update of our progress and to share some of the upcoming activities we have planned for the first quarter of 2017.

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January 13, 2017 Categories: News

Investment Peer Analysis – A Definitive “Best Practice”  

Our research suggests that the returns of more than 80 percent of the investment portfolios of small and mid-size foundations, endowments and nonprofit organizations have NOT maintained their inflation adjusted purchasing power (net of spending and investment expenses) over the past decade.1 Furthermore, we estimate that more than two-thirds of such organizations’ investment portfolios have underperformed their market index benchmarks in recent years.2  These challenging odds suggest that we as fiduciaries have an increasing obligation to be better informed and to make better investment decisions. 

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January 6, 2017 Categories: Insights