Learn More about Clearwater's Fund Look-Through Solution
Do funds represent a large percentage of the portfolios your organization manages? Funds are attractive to investors because they provide exposure to differentiated strategies and new geographies. However, because funds lack transparency into the underlying holdings, funds can complicate your ability to manage risk, measure performance, and comply with global regulations such as Solvency II, Pillar 3.
Managing fund holdings requires the ability to look through to underlying securities. At Clearwater, our Fund Look-Through solution helps organizations like yours view the underlying assets and holdings (both direct and collective) that make up the fund.