Clearwater delivers multi-factor scenario stress testing, granular holding-based factor analytics, and AI-assisted analysis to drive proactive portfolio decisions.
By running portfolio and risk analytics directly on top of the pre-reconciled investment data already in your Clearwater environment, you eliminate the integration friction and data aggregation costs of other risk systems.
Safeguard client and institutional assets from severe market drawdowns or sudden economic shocks.
Scale strategic allocation across diverse asset classes, including equities, fixed income, and real estate.
Adhere to strict legal mandates and internal fund restrictions to avoid financial penalties.
Clearwater makes it easy to measure portfolio exposures, apply shock scenarios, explain the sources of portfolio returns, and support regulatory analysis — even for complex, derivatives-heavy portfolios.
Clearwater automatically aggregates data from your siloed systems of records. You get a consistent, firm-wide view of your total exposure and Value at Risk (VaR) — with real-time visibility across public, private, liquid, and illiquid asset classes. Use AI agents to surface concentration risk, factor exposures, and other portfolio vulnerabilities from one dataset.
Run advanced shock analyses and “what-if” scenarios to see how extreme, hypothetical market events will affect your asset valuations and overall exposures. You can execute massive, multi-factor calculations across even the most complex portfolios in minutes, not days or weeks.
Analyze multi-asset factor models and generate dashboards tailored for different internal audiences — from desk traders and risk managers, to board members and your CIO.
Clearwater gives you complete coverage for all asset classes, including:
Streamline compliance with a live dashboard view and customizable reporting frameworks that move far beyond static PDFs. A fully auditable path gives you an easy way to demonstrate compliance in highly regulated industries and audits and simplify the IPV process.
For risk teams whose needs go beyond standard models, Beacon provides transparent source code, integrated development tools, and an elastic environment so your quant developers can build proprietary models, price complex instruments, and run specialized analysis at scale.
Book a meeting to see how Clearwater helps you identify emerging exposures, explain return drivers, and make better-informed portfolio decisions.
Risk teams work from the same validated dataset as investment accounting and ops teams.
Clearwater’s modern, cloud-native architecture ensures systems stay up to date and you can scale on demand.
Risk teams can drill into the underlying code to see exactly how price points and valuations are derived.
Clearwater delivers risk and performance solutions tailored to your industry, portfolio, and team — that scale to any level of organizational sophistication.
Leading firms choose Clearwater for investment risk and performance because it transforms risk management from a fragmented, delayed process into a unified, high-speed system of insight. Our key advantage is our unified dataset, which ensures portfolio managers, risk teams, and accountants all operate using the same real-time dataset, eliminating reconciliation lag and providing a consistent, holistic view of total firm-wide exposure and Value at Risk (VaR).
Clearwater supports portfolios across public and private markets, including equities, fixed income, cash and currencies, derivatives, structured and securitized products, commodities and energy, private equity, private credit, and other alternative assets. Capabilities range from ready-to-use factor and performance analytics for traditional portfolios to configurable valuation and risk models for complex instruments.
Broad market risk tracks macroeconomic volatility and general index movements, whereas factor risk isolates the specific systematic drivers, such as value, momentum, quality, or duration, underlying those movements. Institutional teams simplify this analysis by combining Clearwater’s analytics capabilities with their custom frameworks.
Clearwater’s GR8 Equity Factor Model enables precise portfolio factor attribution. Front-office portfolio managers and risk teams both use it to uncover hidden concentration risks and overlapping factor tilts that top-down market metrics completely miss. Our GR8 Equity Factor Model is surfaced within Enfusion and powered by Beacon’s advanced risk engine.
The portfolio scenario analysis tools allow risk managers to stress-test blended portfolios against both historical crises and hypothetical future shocks. Rather than waiting for slow, overnight batch processing, risk teams can run real-time “what-if” simulations and market shock analysis to instantly assess asset behavior, supporting both corporate governance and rapid investment decision-making.
Modern firms achieve absolute investment risk visibility by deploying Beacon over a single, auditable enterprise data master. This unified cloud framework ensures that live portfolio positions, risk calculations, and valuation metrics remain completely synchronized. The result is an institutional-grade, explainable reporting pipeline that provides CIOs, CROs, and external stakeholders with clear, uncontested risk insights.
During periods of high macro volatility, an institution’s risk profile can shift dramatically intraday, rendering T+1 or end-of-day reports obsolete. Transitioning to cloud-native, real-time risk analytics gives investment teams instantaneous exposure tracking and live Value at Risk (VaR) decomposition. This operational immediacy allows portfolio managers and CIOs to dynamically manage exposures, adjust hedges, and protect total portfolio value actively as market conditions fluctuate.
See how Clearwater can help your teams measure exposures, explain returns, and respond faster with a consistent view of multi-asset investments.
This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.
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