Clearwater Analytics for Alternative Investments

Alternative investment accounting made easy with 100+ supported asset classes.

Accounting and reporting for alternative investments used to be hard work for accounting teams. Not with Clearwater! We help teams automate data collection, reconciliation, accounting, performance, risk, and exposure for all alternative asset classes.

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Solutions for Alternative Assets

Accounting for Alternatives Has Never Been Easier

In the search for higher yield, investment teams are turning to private equity, private credit, mortgage loans, derivatives, bank loans, and other alternative asset types. These asset types provide opportunities, but they also make accounting and reporting processes difficult. Clearwater’s solutions for alternatives are designed to simplify these processes and make your life easier.

Alternative Asset Accounting and Reporting

Clearwater is an integrated, multi-asset class platform that offers the benefit of the network effect for our users. We report on hundreds of thousands of securities across asset types and have the in-house knowledge and market expertise you need to safely and confidently diversify your portfolio.

Transparency into Private Asset Data

With Clearwater, investment teams gain clarity into underlying private asset investments to better understand portfolio exposure, look-through, and concentration risk across multiple factors to deliver timely investment and risk analytics.

Unparalleled Expertise

Our team works as an extension of your team. Clearwater's industry experts work with hundreds of insurers, asset managers, corporations, and asset owners investing in alternatives today. They have a unique perspective and understanding of alternatives from working closely with this diverse network of investors.

Solutions for Limited Partnerships

Offload the document retrieval, storage, normalization, aggregation, and reconciliation of the transactional and statement data provided by the general partner and focus on your organization’s core competencies.

Solutions for Derivatives, Mortgage Loans, and Private Debt

The Clearwater system aggregates data from multiple providers and offers a single pane of glass view of your entire portfolio, including derivatives, mortgage loans, bank loans, and private debt.

Support for 100+ asset classes

Clearwater is the market leader in asset class modeling, accounting, and reporting, with dedicated teams who stay up to date with ever-changing global accounting requirements and regulatory reporting standards. We support 100+ asset classes and are continually innovating to provide our clients with the support they need.

See why your peers are using Clearwater for their alternative investment accounting and reporting.

Talk to an Expert in Alternatives
  • Clearwater’s customized reporting and automated reconciliation have saved us a lot of time. Having a full view of our portfolio aggregated in one place has been extremely useful. It really made sense how it’s built, there’s services there that just aren’t available in other applications. I would definitely recommend it.

    Jon Sticha, Vice President

  • Our prior manual processes were time-consuming and cumbersome. We can now focus on analyzing our portfolio at a higher level and in a timely manner.

    Shaun Williams, CFO

Western National Insurance Group

Sagicor Life Insurance Company


5 Reasons to Modernize Your Investment Accounting and Reporting

Insurers around the world trust Clearwater to provide automated investment accounting and reporting and complete portfolio information in a web-based solution.


Data-Driven Analysis of Recent Investor Activities

In this article, we will explore investors’ approach to impairment, again using trends and data from the Clearwater solution to inform our analysis.