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What We Do
How It Works
Who Should Join
Typical Member Profile
Alliance Advisory Group
What We Do
As a service that connects fiduciaries, ClearView Fiduciary Alliance fulfills the organization’s mission by:
Aggregating, Analyzing and Reporting
sharing and reporting of quarterly investment results and portfolio asset allocation data among foundation, endowment and not-for-profit peers.
41 Member Organizations /45 Investment Portfolios/$1.2 billion in long-term assets.
Supplemental Peer Universe includes over 800 Foundations, Endowments and Not-for-Profit Organizations
Providing useful, relevant and independent analysis of portfolio positioning and investment results on a timely basis.
Learning and Teaching
Providing educational resources to Board and Investment Committee members regarding standards, best practices and effective processes.
Facilitating Peer Group meetings and Forums to allow Member organizations to learn from their collective experiences.
Conducting independent research focused on the practices and approaches of Fiduciary investors.