Clearwater Analytics for Public Sector

Investment analytics for government entities, pensions & foundations

Improve the accuracy and consistency of your investment data across all systems and participants in your investment process.

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Greater Houston Community Foundation logo
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Platform Features

Empower your team with public sector investment accounting.

Public pensions, state and local governments, as well as endowments and foundations choose Clearwater for their investment accounting and reporting. Clearwater reduces your risk and improves processes through our automated data process.

Automated Data Reconciliation

Smart investment teams diversify across asset types, bases, and global markets. Clearwater is uniquely positioned to capture your data daily while providing highly accurate data validation.

Bring Transparency to your Investments

Daily reconciled portfolio data enables your team to have the information you need to make complex decisions for budget meetings, public hearings, or sudden market events.

Customizable Reporting and Dashboards

Provide out-of-the-box reports that are easy to customize for your team's needs or drill down to the lot or activity level at a click of a button.

Auto-Generated GASB Disclosures

One of the most challenging year-end reports for the Comprehensive Annual Financial Report, GASB 72, is monitored and compiled within Clearwater. Downloading customized GASB 31, 40, and 72 disclosures takes a matter of minutes to complete.

World-Class Customer Support and Training

We strive to be an extension of your team by providing timely, responsive, and dedicated support to ensure your success with our software and your investments.

A Public Sector Friendly Solution

We know that you need a budget-friendly solution that allows your employees to efficiently do their jobs. Clearwater offers seamless upgrades, no long-term contract, and unlimited seats to our software.

Want to see more? Explore the platform.

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  • The Chicago Community Trust chose Clearwater to efficiently capture all of its investment data – regardless of custodian or investment manager – in one location for a comprehensive view of its assets each day. Clearwater’s accounting solution provides complete asset class coverage to support changing strategies.

    "Clearwater's data aggregation saves our team significant time, which allows us to dive into portfolio analysis right away and provide timely information to better serve our donors."

    Laura Kernaghan, Senior Director of Investments, The Chicago Community Trust

  • With Clearwater, the clerk’s office no longer struggles with manual data input. They can now mark-to-market daily, facilitating a more timely distribution of investment income to county funds. Clearwater’s integrated system also enables the clerk’s office to independently analyze portfolio performance and make more strategic, analytics-based decisions.

    "Clearwater contributes to our success in protecting public funds and maintaining liquidity, while also allowing us to provide one of the highest-yields among county portfolios in the US."

    Sharon R Bock, Esq. Clerk Comptroller, Palm Beach County

  • Clearwater’s automation provides a scalable solution that will support the foundation as its assets grow and more accounts are added. The reporting also includes customizable disclosure tables for fair value-level reports with improved accuracy.

    "As soon as we made the decision to go all in on Clearwater, month one was an enormous pay back. It changes the way your whole department can operate."

    Hunter Edmonson, Accounting Manager Greater Houston Community Foundation

  • With Clearwater, the City of Albuquerque has
    consolidated and up-to-date investment and accounting data on one integrated platform. Clearwater’s user-friendly dashboards provide accounting and performance metrics at a glance, and Clearwater’s customizable reports deliver relevant information to key stakeholders whenever they need it.

    "Clearwater is a superior tool with impressive graphics and an intuitive interface. We are very pleased with this investment software for our municipal use."

    Chris Daniel, CFA, CPA, CTP Chief Investment Officer, Department of Finance & Administrative Services, City of Albuquerque, New Mexico

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The Chicago Community Trust chose Clearwater to efficiently capture all of its investment data – regardless of custodian or investment manager – in one location for a comprehensive view of its assets each day. Clearwater’s accounting solution provides complete asset class coverage to support changing strategies.

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With Clearwater, the clerk’s office no longer struggles with manual data input. They can now mark-to-market daily, facilitating a more timely distribution of investment income to county funds. Clearwater’s integrated system also enables the clerk’s office to independently analyze portfolio performance and make more strategic, analytics-based decisions.

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Clearwater’s automation provides a scalable solution that will support the foundation as its assets grow and more accounts are added. The reporting also includes customizable disclosure tables for fair value-level reports with improved accuracy.

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With Clearwater, the City of Albuquerque has
consolidated and up-to-date investment and accounting data on one integrated platform. Clearwater’s user-friendly dashboards provide accounting and performance metrics at a glance, and Clearwater’s customizable reports deliver relevant information to key stakeholders whenever they need it.

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5 Reasons to Modernize Your Investment Accounting and Reporting for Pensions

Asset owners trust Clearwater to provide investment accounting, reporting, and complete portfolio information.

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Solutions for Institutional Investors in Difficult Times

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Five Key Benefits of Clearwater’s Private Funds Data Aggregation

This service helps limited partners gather, extract, reconcile, and report on their positions in draw-down and hedge funds.

Join your peers in the public sector that trust Clearwater Analytics for accurate and up-to-date investment accounting and reporting.