ClearView Announces Launch of Peer Reporting Portal

ClearView Fiduciary Alliance is pleased to report continued progress in its efforts to “Help Foundation, Endowment and Not-for-Profit Boards Make Better Investment Decisions.” In recent weeks the Alliance has:

  • Issued the first quarter 2016 Foundation, Endowment and Non-Profit Peer Investment Analysis.  This quarterly analysis included 45 long-term investment portfolios representing nearly $1.1 billion.  
  • Successfully completed the integration of the MSCI InvestorForce Foundation and Endowment universe of more than 700 foundations, endowments and not-for-profit organizations from around the country into the quarterly peer analysis of investment performance and asset allocations that it provides to its Members and their financial advisers.
  • Launched the ClearView Peer Reporting Portal, a secure and confidential web-based system that provides ClearView Fiduciary Alliance beta-Members with online access to timely and relevant investment peer analysis to help them objectively assess their investment performance and investment positioning relative to:
    • A broad universe of foundations, endowments and not-for-profits
    • Organizations of similar size
    • Organizations with similarly positioned (asset allocation) 
    • Organizations in a similar service area (healthcare, religious, etc.)

​Please visit or contact me at or 919.614.3335 if you are interested in learning more about the ClearView Fiduciary Alliance or receiving an online introduction to our Peer Reporting Portal.

June 1, 2016 Categories: News