Industrial Alliance Portfolio Management Sharpens its Risk and Performance Reporting with Clearwater Analytics
Clearwater Analytics (NYSE: CWAN) announced that Industrial Alliance Portfolio Management (IAPM) has selected their Risk & Performance Solution to enhance performance attribution and risk analysis capabilities. The solution enables IAPM to perform in-depth factor-based attribution and ex-ante risk analyses, with customizable performance benchmarks across all asset types. This integration streamlines workflows by merging with IAPM's existing Clearwater investment accounting platform, replacing a legacy system that relied on manual data reconciliation. The solution stems from Clearwater's acquisition of Wilshire Advisor 's analytics solutions earlier this year.
Clearwater Analytics (NYSE: CWAN) ha annunciato che Industrial Alliance Portfolio Management (IAPM) ha scelto la loro Soluzione di Rischio e Performance per migliorare le capacità di attribuzione della performance e analisi dei rischi. La soluzione consente a IAPM di eseguire analisi approfondite basate su fattori e analisi del rischio ex-ante, con benchmark di performance personalizzabili per tutti i tipi di asset. Questa integrazione semplifica i flussi di lavoro unendo la piattaforma di contabilità per investimenti Clearwater esistente di IAPM, sostituendo un sistema legacy che si basava su riconciliazioni manuali dei dati. La soluzione deriva dall'acquisizione da parte di Clearwater delle soluzioni analitiche di Wilshire Advisor all'inizio di quest'anno.
Clearwater Analytics (NYSE: CWAN) anunció que Industrial Alliance Portfolio Management (IAPM) ha seleccionado su Solución de Riesgo y Rendimiento para mejorar las capacidades de atribución de rendimiento y análisis de riesgos. La solución permite a IAPM realizar atribuciones basadas en factores y análisis de riesgo ex-ante, con benchmarks de rendimiento personalizables en todos los tipos de activos. Esta integración agiliza los flujos de trabajo al fusionarse con la plataforma de contabilidad de inversiones Clearwater existente de IAPM, reemplazando un sistema heredado que dependía de la reconciliación manual de datos. La solución proviene de la adquisición por parte de Clearwater de las soluciones analíticas de Wilshire Advisor a principios de este año.
클리어워터 애널리틱스(NYSE: CWAN)는 산업 얼라이언스 포트폴리오 매니지먼트(IAPM)가 성과 기여도 분석 및 위험 분석 기능을 향상시키기 위해 그들의 위험 및 성과 솔루션을 선택했다고 발표했습니다. 이 솔루션은 IAPM이 심층적인 요소 기반 기여도 분석과 사전 위험 분석을 수행할 수 있도록 해주며, 모든 자산 유형에 대해 사용자 정의 가능한 성과 벤치마크를 제공합니다. 이 통합은 IAPM의 기존 클리어워터 투자 회계 플랫폼과 결합하여 수동 데이터 조정을 기반으로 한 레거시 시스템을 대체함으로써 작업 흐름을 간소화합니다. 이 솔루션은 클리어워터가 올해 초 윌셔 어드바이저의 분석 솔루션을 인수한 결과입니다.
Clearwater Analytics (NYSE: CWAN) a annoncé que Industrial Alliance Portfolio Management (IAPM) a sélectionné leur Solution de Risque et de Performance pour améliorer les capacités d'attribution de performance et d'analyse des risques. La solution permet à IAPM de réaliser des attributions basées sur des facteurs et des analyses de risque ex-ante approfondies, avec des repères de performance personnalisables pour tous les types d'actifs. Cette intégration rationalise les flux de travail en se combinant à la plateforme de comptabilité des investissements Clearwater existante d'IAPM, remplaçant un système hérité qui reposait sur la réconciliation manuelle des données. La solution découle de l'acquisition par Clearwater des solutions analytiques de Wilshire Advisor plus tôt cette année.
Clearwater Analytics (NYSE: CWAN) gab bekannt, dass Industrial Alliance Portfolio Management (IAPM) ihre Risiko- und Leistungsanalyse-Lösung ausgewählt hat, um die Leistungsattributions- und Risikoanalysefähigkeiten zu verbessern. Die Lösung ermöglicht es IAPM, umfangreiche faktorbasierte Attributions- und ex-ante Risikoanalysen durchzuführen, mit anpassbaren Leistungsbenchmarks für alle Asset-Typen. Diese Integration strafft die Arbeitsabläufe, indem sie sich mit der bestehenden Clearwater-Investmentbuchhaltungsplattform von IAPM verbindet und ein veraltetes System ersetzt, das auf manueller Datenabstimmung basierte. Die Lösung resultiert aus der Übernahme der Analyse-Lösungen von Wilshire Advisor durch Clearwater Anfang dieses Jahres.
- Integration with existing platform eliminates manual data reconciliation
- Expansion of services with existing client indicates strong client relationship
- Enhancement of product offering through strategic acquisition of Wilshire Advisor 's analytics solutions
- None.
Insights
This strategic client win demonstrates Clearwater Analytics' growing dominance in the investment management software space. The deal with IAPM represents a significant expansion of an existing relationship, upgrading from basic accounting to comprehensive risk and performance analytics. The integration of Wilshire's recently acquired analytics capabilities shows successful product expansion and cross-selling.
The
Multi-Asset Performance and Risk Management Solution to Deliver Competitive Edge
IAPM is using the Clearwater Analytics Risk & Performance Solution to perform in-depth factor-based attribution and ex-ante risk analyses. Users can customize performance benchmarks and metrics across all asset types and drill down into position-level attribution with the flexibility to roll-up data. The solution will streamline workflows and merge with its current Clearwater investment accounting platform, which replaces a prior legacy attribution and risk system that depended on manual-based data reconciliation between systems.
“With Clearwater Analytics, we have hundreds of performance calculations and benchmarks at our fingertips to conduct comprehensive factor-based attribution and ex-ante risk analyses,” said Richard Freeman, Chief Investment Officer at Industrial Alliance Portfolio Management. “Each day, our team has fresh, insightful data to run portfolio risk metrics and performance attribution analyses. Clearwater technology is giving us the precision and confidence to understand the complexities of our multi-asset portfolios, transforming the way we make decisions.”
“With Clearwater Analytics, IAPM is well-positioned to enhance its risk and performance strategy,” said Scott Erickson, Chief Revenue Officer at Clearwater Analytics. “This collaboration enables IAPM to leverage precise data analysis and robust performance attribution, allowing them to effectively navigate the complexities of multi-asset portfolios. Clearwater Analytics provides the necessary tools to uncover actionable insights, optimize investment strategies, and maintain a competitive advantage in a dynamic market landscape.”
Earlier this year, Clearwater Analytics acquired Wilshire Advisor LLC’s analytics solutions to merge them with its own risk and performance analytics platform to create a powerful and compelling product for its customers. The new offering helps clients calculate performance and risk attribution, assist with security-level portfolio construction, uncover new strategies, access high-quality portfolio models, and identify investment opportunities that maximize returns and mitigate risk. To learn more about Clearwater Analytics, speak to an expert today.
About Industrial Alliance Portfolio Management
Industrial Alliance Portfolio Management is a subsidiary of iA Financial Group, one of Canada’s largest insurance and wealth management groups. It also operates in
About Clearwater Analytics
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than
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Media:
Claudia Cahill, Head of Communications and PR | +1 208-433-1200 | press@clearwateranalytics.com
Source: Clearwater Analytics
FAQ
What new solution has Industrial Alliance Portfolio Management selected from Clearwater Analytics (CWAN)?
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