Highly customizable investment performance analytics and reporting

Clearwater’s performance solution provides visibility into returns across asset classes. Supported return types include time-weighted, money-weighted (IRR), and notional returns.

Dynamic weighting ensures the portfolio is managed for any drift from the target allocation or benchmark, and benchmarks can be further customized at the security level – allowing for adjustments when needed to better match to targets.

Contribution to return and risk, including volatility, tracking error, and other risk metrics are built in. Metrics like Sharpe, Sortino, and downside risk, can be measured for a portfolio or benchmark, allowing for visibility into where risk is matched (or unmatched).

Receive real-time alerts and ongoing assessment of investments against your performance goals with web-based dashboards and reports.