Highly customizable investment performance analytics and reporting

Innovative investment teams gain better insights with Clearwater's performance solution. See your portfolio performance with greater depth than ever before with flexible and comprehensive portfolio performance analytics and reporting.

Best-in-Class Performance Book of Record (PBOR)

Clearwater’s performance solution provides visibility into returns across asset classes. Supported return types include time-weighted, money-weighted (IRR), and notional returns.

• Support for complex instruments
• Easily see data with web-based dashboards
• Measure performance backed by robust calculations

Custom Benchmarking

Dynamic weighting ensures the portfolio is managed for any drift from the target allocation or benchmark, and benchmarks can be further customized at the security level – allowing for adjustments when needed to better match to targets.

• Benchmark against models, other portfolios, market indexes, or custom benchmarks
• Drill down easily to the security level for a deeper look
• Gain a competitive edge with our comprehensive benchmarking

Track Contributions to Return and Risk

Contribution to return and risk, including volatility, tracking error, and other risk metrics are built in. Metrics like Sharpe, Sortino, and downside risk, can be measured for a portfolio or benchmark, allowing for visibility into where risk is matched (or unmatched).

• Use additional measures by asset class
• Add custom calculations where needed

User-Friendly Reporting and Dashboards

Receive real-time alerts and ongoing assessment of investments against your performance goals with web-based dashboards and reports.

• Add custom reporting widgets with the click of a button
• Share dashboards with others on your team
• Download statements and share in the format you need