Clearview Fiduciary Alliance/ClearView by KDI
Non-Profit - Raleigh, NC, US
Clearview Fiduciary Alliance/ClearView by KDI Employees
Clearview Fiduciary Alliance/ClearView by KDI Senior Management
Clearview Fiduciary Alliance/ClearView by KDI Details
As a membership based, research focused, learning and teaching organization, ClearView connects and engages nonprofit Boards and Executives interested in improving fiduciary oversight of investment programs.The ClearView Fiduciary Alliance (the "Alliance") was established in 2014 by experienced fiduciaries to help small and mid-sized foundation, endowment and not-for-profit board members make more informed investment decisions. The central service of the Alliance is a system that compiles, analyzes and reports Member investment performance and portfolio composition information in a series of quarterly peer group reports. Member organizations also benefit from periodic peer-to-peer forums as well as educational resources regarding standards, best practices and effective processes for use in fulfilling their fiduciary investment duties. The Alliance is a service of ClearView by KDI, LLC and Capital Difference, LLC.
Clearview Fiduciary Alliance/ClearView by KDI Technologies
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