Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, corporate bonds, agency discount bonds, and certificates of deposit.
- Headquarters Medford, Oregon
- Assets Under Management $350M
- Website https//jacksoncountyor.org/
With Clearwater, Jackson County can mark-to-market each month for a timely distribution of investment income to county departments and complete GASB disclosures quickly and easily. Clearwater’s automated reporting enables Jackson County to receive timely and accurate data, create customized reports, and share those reports with their various stakeholders.
“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.”
Shannon Bell, Finance Director and Treasurer, Jackson County
Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.
Industrial Alliance Portfolio Management’s (IAPM) selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.
Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.