Client SuccessJackson County, Oregon
Using Automation to Eliminate Manual Investment Accounting Processes
With Clearwater, Jackson County can mark-to-market each month for a timely distribution of investment income to county departments and complete GASB disclosures quickly and easily. Clearwater’s automated reporting enables Jackson County to receive timely and accurate data, create customized reports, and share those reports with their various stakeholders.
Market / Public Sector
Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, corporate bonds, agency discount bonds, and certificates of deposit.
Headquarters: Medford, Oregon
Assets Under Management: $350M
Website: https://jacksoncountyor.org/
$350
million in AUM
1
click to generate board reports
100%
GASB disclosures made quick and easy
Challenges
- Difficulty with mark-to-market and completing GASB disclosures
- Cumbersome and time-consuming processes at period-end
- Investment accounting system based on manual tasks
Results
- Automated, timely data for faster month-end close
- Timely mark-to-market for more frequent distribution of investment income
- Automated and efficient GASB disclosures
“We have confidence that our numbers are correct with Clearwater. With the push of a button, I have all the data I need for board reporting without any manual processes. It’s incredible, and I would recommend it to anyone.”
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