Clearwater Analytics for Outsourced Chief Investment Officers

An end-to-end solution for OCIOs

Portfolio management, rerouting, and data aggregation on tradeable assets, and a comprehensive reporting solution.

Platform Features

The Premier Solution for OCIOs

Clearwater provides outsourced chief investment officers daily automated investment data aggregation, portfolio accounting, performance monitoring, investment policy compliance, and reporting needs on more than $6.4 trillion in assets globally.

End-to-End Support

A comprehensive end-to-end solution for OCIOs. The Clearwater solution includes portfolio management, order management, pre- and post-trade compliance, portfolio administration, risk, performance, CRM, data management, accounting, and reporting.

Streamlined Portfolio Management

Portfolio management and rerouting made easy. Robust portfolio re-balancing and allocation tooling, with the ability to act with the click of a button.

Comprehensive Reports

Data aggregation on tradeable assets powered by world-class reporting tools. Track activity from all angles with dashboards, KPIs, multiple formats, and custom reports.

See why your OCIO peers use Clearwater for their portfolio management and reporting.

Talk to an Expert in OCIOs
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  • “I have a super, super team at Clearwater. Responsive, friendly, and knowledgeable. Always willing to help and figure things out. It’s a wonderful team.”

    Cathi Fletcher, Vice President at JP Morgan

  • "Risk changes and evolves, and you can’t be building for yesterday’s risk when you need to be thinking of what risks are around the corner."

    Kevin Bannerton, Managing Director, Deutsche Bank AG

  • "Clearwater gives us really updated information — updated pricing for the markets. It helps us to make decisions for the portfolio very rapidly."

    Beth Sanford, CFA, Assistant Portfolio Manager, AAM

  • "We closely evaluated several options from our current provider along with support from asset services. In the end, Clearwater’s technology and flexible model stood out from its peers. Their industry knowledge and impressive technology gave us the confidence in not only their solution, but also their commitment to supporting our business today and well into the future."

    Randy Dry, Chief Operating Officer


Clearwater solves operational challenges for some of the world's largest OCIOs.