Clearwater Analytics

We just launched Factor Risk Lens. Now we want to show you what it can do.   Join us to see Factor Risk Lens in action. Stefan Schmaltz, Managing Director of Quantitative Analytics at Clearwater Analytics, will walk you through what it means to trade within one platform. In this webinar, you’ll learn: ▪️ How a single trade is instantly broken down into its underlying risk factors, before it's executed ▪️ How full end-to-end workflows, including position building, compliance, order generation, and execution come together in one place ▪️ What's actually driving portfolio performance at a granular level, post-trade   For most firms, factor risk arrives after the decision. PMs wait hours to understand the risk implications of a trade. CIOs depend on static reports and service requests. Clearwater just changed that. Reserve your spot: https://lnkd.in/eAWUbdZS

We love seeing our customers trade at their full potential. Welton Investment Partners runs its global operations in Carmel, California. It runs five trading programs across three time zones and nine prime brokers, resulting in 40,000+ transactions a month. That kind of complexity demands operations that never fall behind. Read why Welton chose Enfusion by Clearwater for a single view across every broker and administrator, reconciliations done before markets open, and the ability to scale without growing their ops team. Find out more: https://lnkd.in/ePBCai92

At Clearwater Connect New York, we spoke with over 115 hedge fund executives at the event to uncover the conversations that are reshaping how hedge funds operate. Most hedge fund workflows still treat research, risk and positions as separate problems handled by separate tools. Enfusion by Clearwater's new capabilities, including Factor Risk Lens, Data Insights and Research Management, let you monitor risk and insights in real time, so your proprietary data becomes your advantage. Demo: https://lnkd.in/edGkDmPK Read more about the key themes that were discussed at the event: https://lnkd.in/e8tx2YVu

Find out why hedge fund, Ellida Capital Alpha Machines chose Enfusion by Clearwater as their OMS/PMS foundation. The program trades futures systematically across all asset classes, combining signals of different natures, relative value, and tactical trading strategies, with the distinctive element being how those signals are blended across multiple objectives. Enfusion by Clearwater enabled scaling for the hedge fund without operational drag, and fully automated the daily cycle. Read the case study: https://lnkd.in/enJ-fu8p 

Insurance investment teams are done waiting on their data. That came through loud and clear at IASA Xchange. AI and operational transparency were everywhere — at our booth, in our demo theater, and in the conversations that kept going long after sessions ended. Clearwater Compass launched the week before the show, and the timing landed well with the insurers ready to put it to work. Thank you to Johnson Lambert LLP for a great happy hour, and to everyone who stopped by to talk about what's next for their teams. Couldn't make it to New Orleans? Let's talk about what AI-powered investment intelligence means for your portfolio: https://lnkd.in/eCtQNypW

Today, Clearwater Analytics is a private company. Going private accelerates investment in our AI roadmap and next-generation platform. Our data foundation — a single, real-time view of every asset across public and private markets — is what makes it possible. With the full backing of Permira and Warburg Pincus LLC Pincus, and the support of Francisco Partners and Temasek, we now have the flexibility to build on that foundation faster and take our agentic capabilities further for the institutional investors who trust us with over $10 trillion in assets globally. The next decade of investment management runs on Clearwater. Read the full press release:  https://lnkd.in/e2Q-iSRx

Today, Clearwater Analytics has released Credit Where It's Due, our first study of private credit strategy, performance, and risk built on data from thousands of institutional investors representing $10T+ in assets. What we found may surprise you: ▪️ Median insurer allocations to private credit are up 110% since 2021, making it a defining feature of the institutional balance sheet. ▪️ The systemic contagion narrative is overstated. The real risk is idiosyncratic, concentrated exposures hiding in plain sight on specific balance sheets, a pattern we call cross-contamination. ▪️ When private credit markets sold off in late 2025, insurers kept buying privately placed bonds. The data shows why. Private credit has matured from an alternative allocation into a defining feature of institutional portfolios. Until now, no one has had the data to show how private credit is allocated, what it has returned, and where the risks lie. 👉 Read the full report: https://lnkd.in/ewn9ETzb

We just launched Factor Risk Lens in Enfusion by Clearwater. Now we want to show you what it can do.   Join us to see Factor Risk Lens in action. Stefan Schmaltz, Managing Director of Quantitative Analytics at Clearwater Analytics, will walk you through what it means to trade within one platform. In this webinar, you’ll learn: 1. How a single trade is instantly broken down into its underlying risk factors, before it's executed 2. How full end-to-end workflows, including position building, compliance, order generation, and execution come together in one place 3. What's actually driving portfolio performance at a granular level, post-trade   For most firms, factor risk arrives after the decision. PMs wait hours to understand the risk implications of a trade. CIOs depend on static reports and service requests. Clearwater just changed that. Reserve your spot: https://lnkd.in/eAWUbdZS

93% of APAC insurers say legacy technology is actively constraining their business. Only 42% rate their current systems as fit for purpose. Yet private markets are expected to represent up to 33% of insurer portfolios within five years, adding asset class complexity, third-party manager dependencies, and cross-border reporting requirements faster than most operating models were built to absorb. The result is operational risk that never announces itself with a single event, but steadily erodes data integrity, decision-making speed, and regulatory readiness until the cost becomes hard to ignore. We've written about what is driving this risk, and what it takes to get ahead of it: https://lnkd.in/gJ9SsrMJ

Developed with Blackstone and now live in production, Total Portfolio Oversight brings investment and risk teams together on a shared view spanning public and private assets. Will Skinner, CFO of Blackstone, on what that means in practice: "Clearwater has the potential to address the growing need for a single, authoritative portfolio view that can align investment, risk, and finance teams." For firms managing complexity across public and private portfolios, a single authoritative view is the foundation for faster, more confident decisions. Visit our Total Portfolio Oversight page to learn more: https://lnkd.in/gR8kQkvn Read the full announcement: https://lnkd.in/ej2FMBWz