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Thousands of corporations use Clearwater to
streamline their investment accounting and reporting.
Isn’t it time you took a closer look?
INQUIRIES WORLDWIDE OFFICES208.901.7787 Boise, [email protected] New York, New [email protected] Edinburgh, U.K.
www.clearwateranalytics.com
©2014 Clearwater Analytics. All rights reserved. This material is for information purposes only.
Clearwater makes no warranties, express or implied, in this summary. All technologies described herein
are registered trademarks of their respective owners in the United States and/or other countries. 05.21.14
Why Have Thousands of Corporations Adopted
for their Liquidity Portfolio?
Discover What Your Peers Already Know
“Clearwater Analytics is one of the cornerstones of the investment
management functions at Electronic Arts. From daily operating activities such
as compliance and transaction monitoring to sophisticated performance, risk
and sensitivity reviews, Clearwater has been integral to the solution. Most
importantly, Clearwater Analytics' customer service is second to none
because they really care about their clients.”
Jacob Wallin, Assistant Treasurer, Electronic Arts, Inc.
CLIENTSATISFACTION
RATING
STREAMLINE INVESTMENT ACCOUNTING1 MEASURE PERFORMANCE 3
Close your books and access complete journal entries and disclosures on day 1.
Make the grueling month-end process faster and more efficient • Streamline investment accounting and reporting with Clearwater
• Close your books with unparalleled accuracy and speed
• Stay current on changing regulatory guidance
• Get a comprehensive set of investment disclosures at the click of a button
Gain complete visibility into portfolio compliance • Get daily insight into compliance across multiple policies and portfolios
• Drill down to review security-level violations
15k+Clearwater runs more than 15,000 compliance tests on behalf of their clients every day.
“Great accounting, excellent reporting, easy interface, phenomenal staff.”
Sunita ParasuramanTreasury Manager
Facebook, Inc.
Stop using legacy solutions and spreadsheets to consolidate all of your performance metrics across portfolios or managers • See all of your investments your way
• Evaluate the performance of your portfolio through different lenses
• Get rid of complicated spreadsheets
MANAGER-TO-MANAGER COMPARISONS
Access to Insightful Risk Analytics Credit Event Monitoring Issuer Concentration Sector, Country, Currency, and Duration Exposures, etc. Trend Analysis
Benchmark Comparisons Portfolio Stress Tests Value at Risk
“Clearwater is a one-stop resource for
us. I can see how my accounting is
impacted—plus performance,
compliance, and risk—all with one log
in! It is quick and always accurate.”
Margarita SeeleySenior Director of Treasury
Clearwire Corporation
view of portfolio risk
MONITOR COMPLIANCE2 ANALYZE RISK 4
ACCURATE AUTOMATED DAILY INDEPENDENT SaaS TRANSPARENT AGILE
Multi-Basis Accounting GAAP TAX IFRS
Regulatory Disclosures
Fair Value Disclosure
Impairment Report
10K and 10Q Disclosures
Cash Flow Statement
“With Clearwater we have risk
analytics, performance
measurement, and investment
policy compliance monitoring, all
available on one system. Minimal
effort is required, and our reporting
is very flexible, and bringing
analytics online for a new portfolio
is painless and immediate.”Andy Noll
Senior Financial Professional3M
See Your Portfolio Your Way
Multi-Period Trend Analysis
Daily
Integrated
Benchmarks, Composites, etc.
Take risk out of monitoring portfolio risk
PERFORMANCE INSIGHT
• Multiple Return Types • Benchmark Comparisons • Risk-Adjusted Returns • Performance Attribution • Contribution Analysis
“Before Clearwater, we were relying on the
broker to ensure that what they were doing
was in compliance. When we started
tracking compliance with Clearwater, we
found immediately a number of investments
that were outside of compliance. Now we
generate a report that will immediately tell
us how many of the securities are out of
compliance in terms of their credit rating or
how many are outside of the duration.”
Brian MontagueDirector of Treasury
Urban Outfitters
Quickly assess portfolio risk • Know what you own — anytime, anywhere
• Analyze portfolio exposures, inform stakeholders within your organization, and make decisions with confidence
• Understand portfolio risks like never before
• Forecast future cash flows
INTEGRATEDCalculated in accordance with GIPS
Consistent, independent monitoring with actionable, up-to-date information on portfolio compliance.
Receive automatic notification when a violation occurs.
INVESTMENT
POLICY
Thousands of corporations use Clearwater to
streamline their investment accounting and reporting.
Isn’t it time you took a closer look?
INQUIRIES WORLDWIDE OFFICES208.901.7787 Boise, [email protected] New York, New [email protected] Edinburgh, U.K.
www.clearwateranalytics.com
©2014 Clearwater Analytics. All rights reserved. This material is for information purposes only.
Clearwater makes no warranties, express or implied, in this summary. All technologies described herein
are registered trademarks of their respective owners in the United States and/or other countries. 05.21.14
Why Have Thousands of Corporations Adopted
for their Liquidity Portfolio?
Discover What Your Peers Already Know
“Clearwater Analytics is one of the cornerstones of the investment
management functions at Electronic Arts. From daily operating activities such
as compliance and transaction monitoring to sophisticated performance, risk
and sensitivity reviews, Clearwater has been integral to the solution. Most
importantly, Clearwater Analytics' customer service is second to none
because they really care about their clients.”
Jacob Wallin, Assistant Treasurer, Electronic Arts, Inc.
CLIENTSATISFACTION
RATING
