See why your OCIO peers use Clearwater for their portfolio management and reporting.
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.
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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.”
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"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."
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"Clearwater gives us really updated information — updated pricing for the markets. It helps us to make decisions for the portfolio very rapidly."
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"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."
