Client SuccessGarmin
Gaining a Detailed and Consolidated View Across All Investments
With Clearwater, Garmin has access to a detailed and consolidated view of all their investments at any time. Clearwater’s customizable reports and dashboards provide Garmin with clear metrics to analyze their managers’ performance. In addition, they can quickly pull data and run reports for regulatory disclosures like SEC Forms 10k and 10Q, FAS-115, and others.
Market / Corporations
Garmin has portfolios distributed across eight investment managers, and their manual reporting processes made evaluating these various managers’ returns and performance difficult. Gathering data from so many entities made closing their books at month-end and preparing regulatory disclosures tedious and time-consuming.
Headquarters: Olathe, Kansas
Assets Under Management: $1.5B
Website: http://www.garmin.com
$1.5
billion in AUM
8
investment manager portfolios
82
locations
Challenges
- Pulling data running reports for regulatory disclosures like SEC Forms 10K and 10Q, FAS-115, and others
- Gathering data from multiple entities
- Closing books at month-end and preparing regulatory disclosures was tedious and time-consuming
Results
- Consolidated data from multiple investment managers
- Streamlined and automated reporting for regulatory disclosures
- Precise metrics and customizable benchmarks for analyzing managers’ performance
“We have the ability to know in real-time what our holdings and their market value are. With the incredible volatility in our economic times, it’s a comfort to know you don’t have to wait until the end of the month to see where your investments stand, and to be able to report on them at any time.”
