Investment Analytics and
Compliance Monitoring

With Clearwater, you are able to analyze your investment data in a whole new way. Regardless of where your assets are held or how they are managed, you’ll have an independent and consistent view of your investments. Clearwater delivers powerful risk analytics that help you analyze market exposures, performance measurement to help you understand portfolio returns, and investment policy compliance monitoring to facilitate the oversight of your investment guidelines. All of this investment information is built on a completely integrated and seamless system that is updated daily.

Investment Analytics and Compliance Monitoring

Performance Measurement

Clearwater delivers easy-to-use yet powerful functionality to evaluate the performance of your portfolio through different lenses, and in accordance with GIPS calculations. You get the freedom and flexibility to view your investment returns exactly how you want to see them, regardless of the number of portfolios or managers, including:

  • Multiple return types
  • Benchmark comparisons
  • Risk-adjusted returns
  • Performance attribution
Performance Measurement

Learn more about Clearwater’s performance measurement solution.

Risk Analytics

Treasury and investment professionals have a responsibility to know the status of their investment portfolios and to understand their risks. You need timely and actionable data to analyze exposures, inform stakeholders within your organization, and make decisions with confidence. With Clearwater, you’ll have access to insightful risk analytics to ensure you know what you own at any point in time, including:

  • Asset class, security type, and sector exposures
  • Issuer concentration
  • Benchmark comparisons
  • Credit rating monitoring
  • Cash flow forecasting
  • Stress testing
  • Value at risk (VaR)
Risk Analytics

Learn more about Clearwater’s risk analytics solution.

“With Clearwater, we have the ability to pull all these tasks that we formerly did separately—investment accounting, risk analytics, performance measurement, and investment policy compliance—all under one roof. That model really makes a whole lot of sense to me and everyone else here at CopperPoint.”

–Chad Welborn, Chief Investment Officer, CopperPoint

Investment Policy Compliance Monitoring

With Clearwater, there are no more spreadsheets, frantic calls, or delays at month-end to find out that your investments were out of compliance. Clearwater provides you with consistent, independent monitoring that proactively notifies you of your compliance status, with detailed violations at the security level, including:

  • Independent compliance monitoring
  • Investment policy customization
  • Automatic email notifications
  • Complete history and analysis
Investment Policy Compliance Monitoring

Learn more about Clearwater’s investment policy compliance solution.

Complete Reporting Integration

Most investment accounting and reporting processes are based on information cobbled together from disparate spreadsheets and statements. So much time is spent manually re-keying information, reconciling data, and working to get the numbers to tie out. In contrast, Clearwater is a singular, seamless, and integrated system built on a foundation of accurate data. We are the only provider of integrated investment accounting, compliance, performance, and risk analytics.