Our Story

ClearView was launched in 2014 as a “project” to help executives and board members of small and mid-size foundations, endowments and nonprofit organizations make more informed investment decisions. We began with a dozen “Beta” members that agreed to share their investment portfolio data to facilitate quarterly peer analysis. In early 2016 we launched the ClearView Peer Reporting Portal (an online, password protected system) to include Member organization data as well as data from the Investorforce (now Investment Metrics) Foundation and Endowment Universe.

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