Case Studies

Clearwater has redefined investment portfolio accounting, reporting, and analytics. The results are often transformative and thousands of companies including Best Buy, Costco, Dell, Electronic Arts, Facebook, Netflix, Oracle, Starbucks and Yahoo! are able to run their investment accounting and reporting operations with much more transparency, accuracy, and efficiency.

We invite you to review the case studies below to learn how companies like yours have transformed their processes with Clearwater:

Urban Outfitters

Consolidating with Clearwater

For Urban Outfitters, a leading international specialty retail company, the need for accurate, timely, and transparent investment data is not just a nice-to-have, it’s a need-to-have. However, with three external asset managers and an investment portfolio that can change rapidly depending on the buying season, having an investment accounting reporting process that wasn’t perfectly suited to their unique needs often led to a frustrating close process. Urban Outfitters decided to consolidate their accounts under a single Clearwater log-in to better enable them to focus on the strategic direction of their investment policy, rather than spend time on manual portfolio administration.

3M

STAYING AHEAD OF THE CURVE WITH CLEARWATER

As a leading manufacturer in scores of markets—from health care and highway safety products to office products and abrasives and adhesives—3M makes life easier and better for people around the world. The company sells products in nearly 200 countries, employs roughly 88,000 people, and has global sales of approximately $31 billion. After the company began to invest in direct securities for their $4 billion investment portfolio, 3M realized they needed a scalable reporting and compliance solution capable of handling increased investment portfolio complexity and diversity.

CISCO SYSTEMS

GOING BIG WITH VERY LITTLE: HOW CISCO MANAGES $40B WITH A STAFF OF FOUR

Cisco Systems manages an investment portfolio of $40 billion with a staff of four. How do they do it? They rely on Clearwater’s web-based, investment portfolio reporting and analytics solutions that combines detailed accounting data with state-of-the-art analytics, to create a live view into the portfolio performance, risk profile and compliance with the company’s global investment policy.

CELGENE

NO GROWING PAINS: HOW CELGENE’S ASSET GROWTH NEVER STOOD IN THE WAY OF ITS PROGRESS

Celgene manages $2.5 billion in investment assets. Before Clearwater, Celgene accounted for and monitored its growing investment portfolio with a complex and heavily customized spreadsheet. To ease the burden, Celgene selected Clearwater to provide web-based, investment portfolio reporting and analytics. Clearwater’s hosted reporting and analytics solution now provides daily output for accounting, compliance, performance and risk characteristics across Celgene’s investment portfolio.

STEBEN & COMPANY

BENEFITTING FROM A CONSOLIDATED PERSPECTIVE

When futures fund manager Steben & Company hired several asset managers to implement a new investment strategy, they inadvertently introduced new administrative challenges. Because of reporting differences, they couldn’t accurately measure each manager’s performance and see the “big picture” of its fixed income investments. Steben implemented Clearwater to reduce manual accounting, arm them with a powerful tool to measure asset manager performance, and give them a clear, consolidated view of their overall portfolio.