Clearview Fiduciary AllianceClearView by KDI

ClearView Fiduciary AllianceClearView by KDI is a membership-based organization headquartered in Raleigh, North Carolina. With a team of four employees, ClearView is dedicated to enhancing fiduciary oversight of investment programs within the nonprofit sector. ClearView provides a range of services to foundations, endowments, and nonprofits. These services encompass Investment Policy and Governance Reviews, Investment Adviser and OCIO ( Outsourced Chief Investment Officer) RFP projects, and comprehensive OCIO Due Diligence and OCIO detailed reviews. Their key offering is a system that aggregates, analyzes, and presents investment performance and portfolio composition data for member organizations in quarterly peer group reports. The organization distinguishes itself through its focus on research, learning, and teaching. ClearView fosters a community of nonprofits and their boards and executives, equipping them with the knowledge and resources to make informed investment decisions. They achieve this through peer-to-peer forums and educational materials covering best practices and standards related to fiduciary investment responsibilities. For inquiries or to learn more about ClearView's services, please visit their website at clearviewfiduciary.com.