See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas.
How can we make wise decisions about pricing, policies, and priorities informed by our values, data about our operating model, and the external context?
Comparative data, expert guidance, and peer connections facilitated by the CF Insights team helps inspire and test changes to policy and practice.
“The ‘Taking Informed Action’ piece was incredibly useful. I took it and turned it into a presentation for my Board about our options in the economic crisis.”
Cali Brooks, Executive Director
Adirondack Community Trust
Columbus Survey Participants have on-demand access to a select subset of
All data collected by CF Insights is available to members as criteria with which to build peer groups and as the basis for over 60 on-demand reports.
Assets and Funds:
Activity-Based Costing Results:
Administrative Fee Schedules:
CF Insights collects the following fee information by specific product and fund type.
Investment Data from the Colonial Consulting/FAOG Investment Survey:
Colonial Consulting and FAOG provide CF Insights with the results of their annual and quarterly investment surveys.
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