PRESS RELEASE:

AIG to Partner with Clearwater Analytics

Institutions

Organizations managing investment portfolios need efficiency, accuracy, and transparency at the core of their day-to-day operations.

Welcome to Clearwater.

Clearwater solves common challenges faced by institutional investors of all kinds.

Government entities, pensions, endowments, foundations, educational institutions, health systems, nonprofits, and other institutional investors all face similar challenges for managing investment data. Clearwater can help.

As the portfolio grows, data reconciliation and validation requirements become more complex and difficult to scale. As a result, reconciliation becomes slower, more expensive, and less accurate.

The Clearwater Way

  • Independent third-party data validation between system data, custody bank feeds, and the Clearwater accounting engine
  • Automated validation of cash, positions, transactions, security master data, corporate actions, interest accruals, and more provided every business day 
  • Visibility into accurate and real-time portfolio standings
Clearwater's automated reconciliation has made our period-end reporting much more efficient and streamlined, and we're always confident in the accuracy of our data. The accuracy and ability to have almost unlimited information regarding our investment portfolio helps tremendously with our annual audit as well.

Accessible and easy-to-read reports are crucial to evaluating investment strategies and meeting regulatory demands, but legacy reporting is often inflexible, difficult to integrate, and limited in format.

The Clearwater Way

  • Flexible, clear, and easily customizable reporting for improved portfolio analysis
  • Automated reconciliation for reduced manual processes and streamlined reporting
  • Consistent data across accounting, compliance, performance, and risk reports
  • Daily validated investment data for full portfolio transparency
Clearwater has given us unprecedented portfolio transparency and control over our investments. Access to this important data contributes to our success in protecting public funds and maintaining liquidity, while also allowing us to provide one of the highest-yields of county portfolios in the US.

In a complex and ever-evolving regulatory environment, legacy investment accounting and reporting systems are slow to adapt and don’t provide needed insights into regulatory changes.

The Clearwater Way

  • A web-based solution that automatically updates so institutions can seamlessly account for new regulations
  • Automated and customizable reporting that eliminates manual processes resulting from regulatory changes
  • Detailed resources and market insight on GASB, FASB, and more
  • In-depth investment accounting knowledge, information on industry best practices, and unlimited training and support from dedicated client services experts


Clearwater is an outstanding product that I emphatically endorse, and I highly recommend it to anyone considering a switch. Many software companies promise they’re going to bring efficiencies to your organization. Clearwater actually delivers on that promise. Clearwater greatly enhances our ability to take care of our fiduciary responsibilities.

Accessing custodian and asset manager data and integrating it into a consistent format can be inefficient, and often leads to inaccuracies. The process becomes more complex as investments grow and bank or manager relationships change.

The Clearwater Way

  • The Clearwater system is built on a foundation of carefully monitored and secure data feeds which are proactively updated or repaired when necessary
  • Automation allows Clearwater to seamlessly incorporate as many custodian and asset manager feeds as needed, providing institutions the freedom to make changes whenever they want or need
  • With thousands of current custodian and asset manager relationships, adding a new data connection is often as simple as including new portfolios in an existing feed
If you have multiple investment managers and multiple banking relationships, Clearwater is a must. It has the ability to consolidate or separate multiple accounts and portfolios when analyzing risk and creating reports.

As institutional challenges evolve, outdated software solutions have not kept pace with increasingly complex needs.

The Clearwater Way

  • A web-based solution that simplifies portfolio accounting, reconciliation, and reporting, and meets institutions’ needs with transparency and accuracy
  • Frequent and seamless software updates with additional client cost or effort
  • Constant innovation ensures the value of Clearwater continues to grow over time and data remains protected from new security threats.
We have confidence that our numbers are correct with Clearwater. With the push of a button, I have all the data I need for board reporting without any manual processes. It's incredible, and I would recommend it to anyone.

Institutions Trust Clearwater

Clearwater has given us unprecedented portfolio transparency and control over our investments. Access to this important data contributes to our success in protecting public funds and maintaining liquidity, while also allowing us to provide one of the highest-yields of county portfolios in the US.
Clearwater is a superior tool with impressive graphics and an intuitive user interface. We are very pleased with this investment software for our municipal use.
Clearwater is an outstanding product that I emphatically endorse, and I highly recommend it to anyone considering a switch. Many software companies promise they’re going to bring efficiencies to your organization. Clearwater actually delivers on that promise. Clearwater greatly enhances our ability to take care of our fiduciary responsibilities.
Clearwater is a great solution for government entities. The system has so many resources for us to put together custom reports for anyone who needs them so we can maintain complete transparency. Compliance and performance are easy to monitor, which our stakeholders absolutely love. I have nothing but good things to say about Clearwater.
Research Report

2017 Government and Institutional Investment Survey Report

Investment accounting and reporting benchmarking data from governments and institutions.

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