Member Benefits

  • Quarterly Reporting (Target 30 Days after Quarter End)
    • Peer Group Comparison and Fund Analysis (Request Sample Reports)
      • Specific Reports include:
        • Total Returns vs Your Organization’s Peers AND Benchmarks
        • Asset Allocation vs Your Organization’s Peers
        • Returns By Asset Class vs Your Organization’s Peers (and Benchmarks)
  • Annual Investment Policy Survey
  • Access to ClearView Fiduciary Alliance Resources
  • Opportunity to Participate in:
    • Special Surveys/Reports
    • Educational Events
    • Future Product/Service Discussions