Westmount, H3Y 3E5, QC,
Canada
Clear Skies Investment Management Technographics
Clear Skies Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clear Skies Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Clear Skies Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clear Skies Investment Management has purchased the following applications: Microsoft 365 for Collaboration in 2021, SAMETRICA ESG for Environmental, Social, and Governance (ESG) in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clear Skies Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , SAMETRICA or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Clear Skies Investment Management revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Clear Skies Investment Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Clear Skies Investment Management Tech Stack and Enterprise Applications
Clear Skies Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Clear Skies Investment Management implemented Microsoft 365 to provide Collaboration capabilities for its organization. The Microsoft 365 deployment supports a 10-employee Canadian investment firm and is surfaced on the company public website, indicating Microsoft 365 services are used in both internal and some external touch points.
The implementation centers on Microsoft 365 core modules, including Exchange Online for email, Microsoft Teams for real-time communication and meetings, SharePoint for document libraries and intranet functions, OneDrive for individual file storage, and the Office productivity apps for content creation. Configuration work emphasizes a single Microsoft 365 tenant model with role-based account provisioning, centralized mailbox and document library organization, and standard admin controls for small business tenancy.
Operational coverage spans core business functions such as investment operations, client service, and finance, using Microsoft 365 Collaboration to enable team communication, document collaboration, and calendar coordination. Governance is structured within the Microsoft 365 tenant with centralized administration and role-based access controls typical for a small firm, and the presence of Microsoft 365 on the public site signals at least partial surfacing of Microsoft-managed services in customer-facing contexts.
|
Clear Skies Investment Management EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAMETRICA | Legacy | SAMETRICA ESG | Environmental, Social, and Governance (ESG) | EPM | n/a | 2019 | 2019 |
In 2019, Clear Skies Investment Management implemented SAMETRICA ESG to centralize impact measurement and investor reporting. The deployment targeted the firm’s mission to further the UN Sustainable Development Goals through investments, using SAMETRICA ESG to capture impact at the asset level for Environmental, Social, and Governance (ESG) reporting.
Configuration emphasized standardized data collection and impact metric frameworks, leveraging SAMETRICA ESG capabilities for SDG mapping, indicator tracking, portfolio-level aggregation, and investor-facing reporting dashboards. The implementation established recurring reporting workflows and templates to support periodic impact disclosures to investors and to normalize qualitative and quantitative inputs across holdings.
Operational coverage focused on the firm’s investment portfolio and investor relations function in Canada, aligning investment-level reporting to UN SDGs and producing consolidated impact reports for limited partners. No third-party system integrations are specified in source materials, therefore data ingestion and validation workflows were positioned inside SAMETRICA ESG with provisions for file-based and manual data inputs appropriate to a boutique manager.
Governance changes centered on instituting a regular reporting cadence, assigning stewardship for impact data to investment and investor relations roles, and formalizing indicator definitions for consistent measurement. The deployment enabled Clear Skies Investment Management to measure and report asset-level impact to investors using SAMETRICA ESG, directly supporting the firm’s stated UN SDG objectives.
|
Clear Skies Investment Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
In 2021, Clear Skies Investment Management implemented Microsoft Azure Cloud Services to host its public website. Microsoft Azure Cloud Services in the Application Hosting and Computing Services category provides the compute, storage, networking, and platform capabilities that run the firm’s web assets and application layers for the Canada based investment firm.
Deployment architecture centers on cloud hosted web servers and managed platform services to minimize an on premises footprint, reflecting a compact IT posture consistent with a ten employee firm. Functional capabilities implemented include web hosting, content delivery, storage for site assets, and platform level security and access controls aligned with Application Hosting and Computing Services, and operational scope is the corporate website and external digital presence with configuration and access control managed by internal staff.
|
IT Decision Makers and Key Stakeholders at Clear Skies Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Clear Skies Investment Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||