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TOTAL PORTFOLIO OVERSIGHT

Your whole portfolio. One book of record.

A single, daily-refreshed view of public and private holdings, exposures, and risk for investment, risk, and finance teams.

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Start every portfolio decision from trusted data.

Stop building manual portfolio views

Access on-demand views of consolidated, reconciled public and private holdings, helping teams reduce manual aggregation cycles from months to days.

Run scenarios fast enough to use them

Stress test exposures across the portfolio in seconds, so scenario analysis can inform active investment decisions.

Align every team on one truth

CIO, CRO, and CFO teams work from the same daily-refreshed data, leaving more for decisions and less time debating numbers.

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From fragmented oversight to one reconciled view.

Before Total Portfolio Oversight Asset-by-asset oversight	After Total Portfolio Oversight One reconciled view across the whole portfolio
Risk explained one asset class at a time	Cross-asset exposures across public and private, refreshed daily
Spreadsheets stitched together by data ops teams	Reconciled book of record, automated and audit-ready
CIO, CRO, and CFO debating number accuracy	One source of truth for investment, risk, and finance
Two-week wait to answer “what do we hold?”	Exposure and scenario analysis in seconds
Black-box risk models you can’t see inside	Transparent and customizable risk models

Manage holdings. Monitor risk. Understand impact.

Start with a consolidated view of public and private holdings

Gain a reconciled data foundation for reviewing holdings, exposures, income, and liquidity across the total portfolio supporting:

On-demand portfolio views grounded in reconciled public and private holdings
Drill from total portfolio to individual position in seconds
Scalable oversight as portfolios and reporting needs become more complex

Explore Investment Intelligence

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Monitor cross-asset risk and portfolio impact

Monitor exposures, evaluate scenarios, and understand how changing market conditions impact your portfolio — supporting:

Faster conversations about portfolio risk and exposure
Flexible analysis across complex asset classes
Conversational AI to move from questions to insight in seconds

Explore Risk and Performance

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Blackstone trusts Clearwater Total Portfolio Oversight with $130+ billion in assets, every single day.

“Clearwater’s offering has been integral to how Blackstone serves many key clients across its Credit and Insurance business. They also recognize the huge opportunity still ahead to further integrate technology as the industry and its investor base grows. With Total Portfolio Oversight, Clearwater has the potential to address the growing need for a single, authoritative portfolio view that can align investment, risk, and finance teams.”

Will Skinner, CFO, Blackstone Credit & Insurance (BXCI)