List of Clearwater Portfolio Management Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater Portfolio Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clearwater Portfolio Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clearwater Portfolio Management for Portfolio and Investment Management include: McCormick, a United States based Consumer Packaged Goods organisation with 14100 employees and revenues of $6.72 billion, Industrial Alliance Portfolio Management (IAPM), a Canada based Insurance organisation with 10200 employees and revenues of $4.10 billion, Alameda County Employees Retirement Association (ACERA), a United States based Insurance organisation with 70 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Clearwater Portfolio Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clearwater Portfolio Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alameda County Employees Retirement Association (ACERA) | Insurance | 70 | $7M | United States | Clearwater Analytics | Clearwater Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, Alameda County Employees Retirement Association (ACERA) implemented Clearwater Portfolio Management, a Portfolio and Investment Management application for its pension and investments operations in the United States. The deployment centers on data validation, shadow book accounting, and total plan reporting across public and alternative assets, with Clearwater Portfolio Management using embedded generative AI to aggregate and validate multi source data and to automate Investment Committee and Board reporting.
The implementation configures a shadow accounting ledger and reconciliation workflows, position and cash validation modules, and consolidated total plan reporting for fiduciary and actuarial review. Operational scope covers the Investment Office, Investment Committee and Board reporting processes, and the platform is being used to standardize validation checkpoints and reconciliation escalation paths through role based workflows and audit trails. As stated, the initiative is intended to improve data integrity and reporting efficiency.
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Industrial Alliance Portfolio Management (IAPM) | Insurance | 10200 | $4.1B | Canada | Clearwater Analytics | Clearwater Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, Industrial Alliance Portfolio Management implemented Clearwater Portfolio Management to support a finance and risk use case in Canada. The Clearwater Portfolio Management deployment focuses on multi-asset performance attribution and ex-ante risk analysis, and it is positioned within the Portfolio and Investment Management application category. The program targets delivery of daily factor-based attribution and streamlined workflows for investment and risk teams.
The implementation uses Clearwater’s Risk & Performance solution as the functional core, configured to execute daily factor-based decomposition, multi-asset attribution calculations, ex-ante risk modeling, and automated report orchestration. Configuration emphasis included scheduled data ingestion, calculation orchestration, parameterized factor libraries, and automated generation and distribution of attribution and risk reports. Clearwater Portfolio Management is referenced in operational runbooks and attribution templates to standardize daily processing.
Architecturally the deployment integrates with Industrial Alliance’s existing Clearwater investment accounting platform to align positions, valuations, corporate actions and market data so performance and accounting datasets remain consistent. Operational scope covers the finance and risk teams within Industrial Alliance Portfolio Management in Canada, supporting daily performance reporting and ex-ante risk analytics workflows. Data reconciliation and calculation governance were defined to ensure consistent valuation, attribution and risk outputs across the environment.
Governance changes formalized calculation ownership, codified factor library management, and established daily reconciliation procedures to support repeatable attribution runs. The rollout emphasized streamlined workflows and daily factor-based attribution outputs delivered through Clearwater’s Risk & Performance solution and Clearwater Portfolio Management, improving operational consistency for performance and ex-ante risk reporting.
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McCormick | Consumer Packaged Goods | 14100 | $6.7B | United States | Clearwater Analytics | Clearwater Portfolio Management | Portfolio and Investment Management | 2025 | n/a |
In 2025, McCormick implemented Clearwater Portfolio Management using the Clearwater investment platform to support treasury activity. The deployment uses the Portfolio and Investment Management category to target commercial paper operations for McCormick & Company in the United States.
The implementation centers on Clearwater’s commercial paper and treasury workflow capabilities embedded in Clearwater Portfolio Management, configured to manage CP issuance, pricing inputs, and approval paths. Configuration work included workflow orchestration for the CP issuance lifecycle, role based approvals for treasury and finance users, and portfolio surveillance for short term instruments. These functional elements align with standard Portfolio and Investment Management capabilities for short term cash instrument management and pricing decision support.
Operational scope is treasury and finance, with processes adjusted to centralize oversight of the CP program and standardize pricing decision workflows across McCormick’s United States operations. Primary users include the treasury desk, cash management, and corporate finance stakeholders responsible for short term capital raising and liquidity management.
Governance changes emphasized CP program oversight with structured approval gates and audit trails embedded in Clearwater Portfolio Management to increase visibility into issuance and pricing decisions. The company stated objectives for the implementation include streamlining short term capital raising, improving pricing decisions, and increasing oversight of its CP program.
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