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 www.ClearViewFiduciary.com or contact me at LCoats@ClearViewFiduciary.com 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