List of Clearwater Portfolio Performance Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater Portfolio Performance 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 Performance for Portfolio and Investment Performance and Planning 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 Performance for Portfolio and Investment Performance and Planning include: Industrial Alliance Portfolio Management (IAPM), a Canada based Insurance organisation with 10200 employees and revenues of $4.10 billion, White Mountains Insurance, a Bermuda based Insurance organisation with 1648 employees and revenues of $1.12 billion, Pool Reinsurance Co., a United Kingdom based Insurance organisation with 30 employees and revenues of $101.5 million and many others.
Contact us if you need a completed and verified list of companies using Clearwater Portfolio Performance, 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 Performance 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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Industrial Alliance Portfolio Management (IAPM) | Insurance | 10200 | $4.1B | Canada | Clearwater Analytics | Clearwater Portfolio Performance | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024 Industrial Alliance Portfolio Management implemented Clearwater Portfolio Performance within the Portfolio and Investment Performance and Planning category. The deployment uses Clearwater Analytics Risk & Performance solution to provide integrated performance attribution and ex ante risk analysis capabilities.
Clearwater Portfolio Performance was configured to support multi asset performance attribution, position level attribution and ex ante risk analysis through Clearwater’s Risk & Performance modules. The implementation merged these analytics modules with Industrial Alliance’s existing Clearwater investment accounting platform to enable direct consumption of accounting position and transaction data for attribution calculations and risk scenario construction.
The program is scoped to finance and investment functions in Canada, focusing on position level attribution, risk reporting and workflow efficiency across investment accounting and performance teams. Governance work centered on unifying attribution calculation rules, standardizing reporting templates and configuring workflow orchestration between accounting feeds and performance reporting to streamline attribution and risk workflows.
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Pool Reinsurance Co. | Insurance | 30 | $102M | United Kingdom | Clearwater Analytics | Clearwater Portfolio Performance | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, Pool Reinsurance Co. implemented Clearwater Portfolio Performance as its investment accounting book of record following a competitive tender. Pool Reinsurance Co. selected Clearwater Portfolio Performance within the Portfolio and Investment Performance and Planning category to modernize investment operations and regulatory reporting across its finance and investment functions in the United Kingdom.
The deployment established Clearwater Portfolio Performance for core investment accounting, integrated performance measurement, advanced risk analytics, and scenario and shock analysis. Configuration focused on automated reporting workflows and instrument level valuation feeds, and functional modules implemented included performance measurement and risk analytics to support portfolio decision making.
Operational coverage targeted finance and investment teams in the United Kingdom, with rollout staged after the 2024 procurement. Governance changes aligned reporting and regulatory workflows to the new platform, and the implementation delivered faster automated reporting and enhanced risk analytics to support portfolio decision making.
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White Mountains Insurance | Insurance | 1648 | $1.1B | Bermuda | Clearwater Analytics | Clearwater Portfolio Performance | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, White Mountains Insurance implemented Clearwater Portfolio Performance as part of a Bermuda finance and investment deployment targeting Portfolio and Investment Performance and Planning. The initiative is described in public announcements that reference HG Re Ltd. selecting Clearwater Analytics for enhanced performance attribution and risk management, and the project is positioned to streamline operations and improve portfolio oversight and risk management in the region.
Clearwater Portfolio Performance was configured to deliver real time portfolio insights, with explicit functional deployment of performance attribution, shock analysis, scenario modelling, and risk analytics capabilities. The implementation concentrated on centralizing measurement and attribution workflows and instrumenting scenario based analytics for investment teams, aligning reporting and monitoring to the Portfolio and Investment Performance and Planning category functional expectations.
Operational coverage focused on finance and investment groups in Bermuda, consolidating portfolio oversight to reduce reliance on custodial and external service providers as stated in the source. Governance and process changes emphasized centralized analytics and reporting workflows, with the platform serving as the authoritative source for performance measurement and risk analysis for the covered portfolios.
Expected outcomes stated in the announcement include reduced dependency on external custodial services and improved portfolio oversight and risk management, without disclosed quantitative metrics. The implementation narrative centers on deploying Clearwater Portfolio Performance to operationalize performance attribution and risk analytics for investment decision support and operational streamlining.
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