Posts From March, 2015

ClearView Completes First Annual Study of Investment Policy Statements 

ClearView Fiduciary Alliance has issued its annual Investment Policy Statement Summary Review. The Review is a compilation of key components of the Investment Policy Statements of the Alliance member organizations and is based on research and analysis completed by Larry D. Coats, CEO of ClearView by KDI, LLC. In reviewing the IPSs of Alliance Member organizations, the report addresses several questions critical to investment fiduciaries including: What Investment Return Objectives. . . read more
March 1, 2015 Categories: News