ClearView News

ClearView Member Update - October 2019 

We are pleased to share this update from the ClearView Fiduciary Alliance as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.”

  • Continued Growth – Our membership has grown to 55 Member organizations, including organizations from NC, SC, VA, DC, FL and NY. 
  • Annual Member Meeting - On March 5, 2019, we held our Annual Members Meeting in RTP, NC where members received an update on the growth and expansion of the ClearView Fiduciary Alliance, including a review of recent studies as well as future research plans. This annual event continues to provide critical networking opportunities for our members.
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Posted by julie_clearview October 7, 2019 Categories: News

ClearView Member Update - June 2018 

We are pleased to share this update from the ClearView Fiduciary Alliance as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.”

  • ClearView Team Addition - David K. Phillips, Jr., CPA.  David will be joining ClearView in July 2018 as a Member Consultant. He is an accomplished, mission oriented, senior financial and operational executive with more than 35 years of progressive experience with large non-profit organizations in the Washington DC metro area. This included 18 years as the EVP & CFO of The Conservation Fund and prior to that 15 years as the CFO of The Mortgage Bankers Association.  Dave earned a BS in Finance from Virginia Tech in 1980 and is also a CPA.  He has been a speaker at the AICPA, was awarded an Industry Award of Excellence from the American Society of Association Executives (ASAE) and Chaired the Natural Capital Investment Fund (a Community Development Financial Institution). In this new role with ClearView, David will focus on helping grow our membership base and enhance our member services. 
  • Continued Growth – With 41 Member organizations in NC and SC, the ClearView Fiduciary Alliance has continued to experience solid growth as we have expanded the support we provide our Members. Our Membership roster is available here.
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Posted by julie_clearview June 28, 2018 Categories: News

ClearView Member Update - April 2018 

We are pleased to share this update from the ClearView Fiduciary Alliance as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.” ​

  • Continued Growth – With 40 Member organizations in NC, SC and DC, the ClearView Fiduciary Alliance has continued to experience solid growth as we have expanded the support we provide our Members. Our Membership roster is available here.
  • Q4 2017 Peer Analysis - In mid-February, we issued the Q4 2017 Foundation, Endowment and Non-Profit Peer Investment Analysis.  This quarterly analysis included 40 long-term investment portfolios.  This ClearView Peer Analysis also incorporated the MSCI InvestorForce Foundation and Endowment Universe of 865 foundations, endowments and not-for-profit organizations from around the country into the quarterly peer reports of investment performance and asset allocations that it provides to its Members and their Advisers.
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Posted by julie_clearview April 5, 2018 Categories: News

ClearView Member Update - December 2017 

We are pleased to share this update as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.”

  • Continued Growth – With 39 Member organizations in NC, SC and DC, the ClearView Fiduciary Alliance has continued to experience solid growth as we have expanded the support we provide our Members. Our Membership roster is available here.
  • Q3 2017 Peer Analysis - In mid-November, we issued the third quarter 2017 Foundation, Endowment and Non-Profit Peer Investment Analysis.  This quarterly analysis included 43 long-term investment portfolios.  This ClearView Peer Analysis also incorporated the MSCI InvestorForce Foundation and Endowment Universe of 832 foundations, endowments and not-for-profit organizations from around the country into the quarterly peer reports of investment performance and asset allocations that it provides to its Members and their Advisers
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Posted by julie_clearview December 12, 2017 Categories: News

ClearView Member Update - August 2017 

We are pleased to share this update as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.” Q2 2017 Peer Analysis - In mid-August, we issued the second quarter 2017 Foundation, Endowment and Non-Profit Peer Investment Analysis. This quarterly analysis included 45 long-term investment portfolios. This ClearView Peer Analysis also incorporated the MSCI InvestorForce Foundation and Endowment Universe of 916. . . read more
 
Posted by julie_clearview August 16, 2017 Categories: News

ClearView Member Update - June 2017 

We are pleased to share this update as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.” Q1 2017 Peer Analysis - In mid-May, we issued the first quarter 2017 Foundation, Endowment and Non-Profit Peer Investment Analysis. This quarterly analysis included 43 long-term investment portfolios. This ClearView Peer Analysis also incorporated the MSCI InvestorForce Foundation and Endowment Universe of 951. . . read more
 
Posted by julie_clearview June 14, 2017 Categories: News

ClearView Fiduciary Alliance Member Update 

ClearView Fiduciary Alliance is pleased to share this update as we continue to pursue our mission to “Help Foundation, Endowment and Not-for-Profit Boards Make More Informed Investment Decisions.” In recent weeks, the ClearView Fiduciary Alliance has accomplished several objectives including:

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March 16, 2017 Categories: News

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

ClearView Fiduciary Alliance adds Member Services Coordinator 

ClearView Fiduciary Alliance is pleased to announce that Julie McGlothlin will be joining ClearView by KDI, LLC in the role of Member Services Coordinator in the coming days. Julie is a seasoned professional with more than 20 years of experience in the investment industry. For 16 of those years, she worked directly with ClearView’s CEO, Larry Coats at a predecessor firm. Julie brings a unique set of skills and experiences to ClearView. She has managed a client accounting and servicing team. . . read more
 
September 20, 2016 Categories: News