Consolidated and integrated data for in-depth portfolio transparency

Mercury Insurance

Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM). Their portfolio includes 15+ entities with corporate bonds, municipal bonds, options, and more.

• Headquarters Los Angeles, California
• Assets Under Management $3.5B
• Website https//www.mercuryinsurance.com/

Mercury Insurance utilizes Clearwater’s customized reporting capabilities to gain both high-level and in-depth portfolio views for more informed and strategic investment decisions. Mercury can view all their portfolio data and holdings daily from a single access point.

• $3.5 billion in AUM
• 15+ entities
• 100% visibility into investment portfolios

Challenges

• Transparency and consolidation for a large and complex portfolio
• Time-consuming and cumbersome processes for shared reports
• Achieving a full view across the portfolio from a single access point

Results

• Daily, customized reporting supporting non-traditional asset classes’ complexities
• Automated web-based platform that reduces manual processes
• Full integration across all systems for complete portfolio visibility

“We can customize reports to our precise needs, even for our portfolio with derivatives and other complex investments. As Clearwater has continued to evolve and add new reporting capabilities, we gain more and more value from it.”

Stephen Nikander, Manager of Treasury & Investments, Mercury Insurance