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 investment fees for such organizations. The study will attempt to analyze the extent to which certain variables influence the fees incurred. More information on the Study…
Participation – Open Invitation
Study participation is available to all foundation, endowment and nonprofit organizations with investment assets totaling less than $500 million via an OPEN INVITATION. More information on participation…
- Complete the Survey here
- Provide authorization/direction for your Investment Consultant/Adviser to complete a companion Survey...
- Forward the Survey to...
- Executives/Board/Committee Members of other Organizations
To learn more about the specific Study Objectives... click here
To review the Study Phases and Timeline... click here
Expected Time and Information needed to Complete the Survey
We expect that respondents representing endowments, foundations and nonprofit organizations will require 15-20 minutes to complete the Survey. Investment consultants/advisers will likely require 20-30 minutes to complete the more detailed companion survey. An outline of information needed to complete the Surveys is available here.
Request More Information on the Study
We welcome questions from potential participants. Please submit any questions here.