Case Studies

Clearwater has redefined investment portfolio accounting, reporting, and analytics for institutional investors. The results are often transformative and hundreds of organizations including University of Alaska, San Juan Regional Medical Center, and Wagner College 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 institutions like yours have transformed their processes with Clearwater:

CITY OF NEWPORT BEACH

SOUTHERN CALIFORNIA CITY GOES SMARTER, FASTER, AND SMALLER WITH CLEARWATER

The City of Newport Beach, California, had become overly reliant on a home-grown system for reporting and analytics—a system stitched together with a combination of spreadsheets and manual processes. The situation had quickly become untenable as the pressure to reduce costs, create efficiencies, and provide more transparency to the public increased after the 2008 financial crisis exposed investment and liquidity risks in the public sector. To help it deliver the kind of transparency and efficiency it needed for its investment portfolio, the city turned to Clearwater Analytics.

CopperPoint Mutual Insurance Company

OVERCOMING MORE THAN JUST EVERYDAY INVESTMENT ACCOUNTING CHALLENGES

As the premier provider of workers’ compensation insurance for Arizona businesses and organizations, CopperPoint has nearly 25,000 workers’ compensation policyholders, representing more than 30 percent of the market in Arizona. CopperPoint needed a new investment accounting solution that could handle multiple reporting bases; provide a complete view of the portfolio; streamline accounting; unify a disparate set of systems and tools; simplify regulatory tracking; and ultimately deliver scalability in its investment and accounting operations.

CISCO SYTEMS

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.