Clearwater Analytics Performance
See your portfolio performance with greater depth than ever before.
Overview
Clearwater's performance solution provides visibility into returns across all asset classes, with supported return types including time-weighted, money-weighted (IRR), and notional returns. It offers flexible and comprehensive performance analysis, including performance contribution and attribution analysis, risk-adjusted ratios, stress tests, and VaR.
✨ Key Features
- Performance contribution and attribution analysis
- Risk-adjusted ratios (Sharpe, Sortino)
- Stress testing and Value-at-Risk (VaR)
- Customizable investment performance analytics and reporting
- Multi-asset class support
- Real-time calculations
🎯 Key Differentiators
- Cloud-native SaaS platform
- Real-time calculation and customization
- Modular approach allowing firms to select needed functionality
Unique Value: Provides a modern, cloud-native platform for comprehensive and flexible portfolio performance analysis with real-time insights.
🎯 Use Cases (4)
✅ Best For
- Tracking contributions to return and risk.
- Gaining visibility into returns across various asset classes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- NA
🏆 Alternatives
Offers a more modern, modular, and cloud-native approach compared to some legacy systems.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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