Helping asset owners see all of their investment costs in one place
ClearGlass provides a digital platform for asset owners to collect costs and charges data using CTI Templates.
ClearGlass provides a digital platform for asset owners to collect costs and charges data using CTI Templates.
Asset Owners or their advisors sign up to ClearGlass
Add their managers and fund details
Request data from managers via ClearGlass
ClearGlass assists asset managers to complete the CTI templates
Funds can see their data once it is uploaded by the asset managers
£200/mandate*
THE “SO WHAT?” QUESTION
ClearGlass has partnered with Insticube and McLagan to provide an analysis for cost, performance and service for a scheme.
ClearGlass is in compliance with the Cost Transparency Initiative (CTI) and the Financial Conduct Authority (FCA).
ClearGlass is a completely independent organisation owned by the employees.