BOISE, Idaho and WASHINGTON, DC — F/m Acceleration LLC (www.fmacceleration.com), a growth platform for boutique, lift-out, and overseas asset managers, announced its formal partnership with Clearwater Analytics, one of the world’s leading comprehensive technology platforms for investment accounting and analytics (www.clearwater-analytics.com). F/m empowers growth and independence for boutique, lift out and overseas asset managers. Based in Washington, D.C., F/m Acceleration provides talented portfolio managers with institutional-grade investment systems, business operations, and marketing support so they can focus on what they do best: managing investments and delivering outcomes.
The Clearwater Analytics portfolio technology platform reports on more than $4.6 trillion for asset managers and institutions in 49 countries.
“We believe that Clearwater’s cutting-edge technology can transform the operations of our asset management partners from day one. By uniting Clearwater’s web-based systems with F/m’s team and toolset, we can accelerate the business growth of our asset management clients without the typical industry overhead,” said Alex Morris, President and Chief Investment Officer of F/m.
F/m offers its clients the full suite of Clearwater’s cloud service solutions, including investment data aggregation, reconciliation, accounting, and reporting, as well as performance measurement, investor communications and on-line client portals. While the agreement was reached in March 2020, the partnership already supports three new asset manager clients for both firms, encompassing US and global equities, as well as fixed income and currencies.
“F/m’s total solution for asset management businesses is a great complement to the Clearwater Analytics suite of tools. Both F/m and Clearwater have successfully powered the growth of boutiques and lift outs, and have helped seasoned portfolio management teams gain independence. Our partnership enables our portfolio manager clients to maximize their efficiency and potential,” said Scott Erickson, Chief Operating Officer at Clearwater Analytics.
The partnership provides a comprehensive and robust outsourced solution across the spectrum of asset classes and for diverse business types, whether asset managers, wealth managers, fund sponsors or institutions.
“The support and expertise of F/m and Clearwater have been critical to the launch of my firm. Having evaluated and worked on other platforms for years, I can attest that Clearwater’s reporting and processes are far beyond other providers. The F/m and Clearwater partnership has provided a foundation for my firm and my clients,” remarked Francisco Bido, Founder and Senior Portfolio Manager of Integrated Alpha Investments.