Study of Investment Fees for Foundations, Endowments and Nonprofits

Background

The ClearView Fiduciary Alliance Study of Investment Fees for Foundations, Endowments and Nonprofits is designed to provide fiduciaries with a baseline understanding of the various structures and levels of investments fees for these organizations. Furthermore, we will attempt to analyze the extent to which certain variables are reflected in the fees incurred. More…

Participation – Open Invitation

Study participation is available to all foundation, endowment or nonprofit organizations with investment assets of less than $500 million via an OPEN INVITATION. More information on participation...

 

Study Objectives

To learn more about the specific Study Objectives more…

Study Timeline

To review the Study Phases and Timeline more…

Expected Time and Information needed to Complete the Survey

We expect that the Survey will require approximately 30 minutes to complete. An outline of the information needed to complete the Survey is available here…

Request More Information on the Study

We welcome questions from potential participants. Please submit any questions here…