Finance

Unifying portfolio oversight and risk analysis

AI-enabled portfolio oversight helps investment and risk teams analyze exposures and shock scenarios across public and private assets from a shared view.

Why the human is still essential here

Portfolio managers and risk leaders still interpret exposures, judge scenarios, and decide how to rebalance or manage risk.

How people use this

Cross-asset exposure aggregation

AI rolls up look-through exposures across public securities, funds, and private holdings into a single portfolio oversight view for risk teams.

BlackRock Aladdin / Clearwater Total Portfolio Oversight

Macro shock stress testing

AI runs rate, spread, liquidity, and recession shocks across the full portfolio and highlights the holdings contributing most to downside risk.

MSCI BarraOne / Axioma

Investment committee risk summaries

AI turns daily changes in exposures and scenario results into concise oversight briefs for portfolio managers and investment committees.

BlackRock Aladdin

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News

Today, Clearwater is introducing three new products that bring AI directly into institutional investment workflows, built on the same trusted investment data foundation supporting more than $10 trillion in global assets.

Today, Clearwater is introducing three new products that bring AI directly into institutional investment workflows, built on the same trusted investment data foundation supporting more than $10 trillion in global assets.

🔹 Clearwater Compass brings AI into operations and accounting workflows.

🔹 Total Portfolio Oversight, developed with Blackstone and now live in production, connects portfolio oversight, risk exposure, and shock analysis across public and private assets.

🔹 Fund Analytics applies AI to private markets data, bringing structure, transparency, and earlier visibility into portfolio exposures and performance.

Read the full announcement: https://lnkd.in/ej2FMBWz

Clearwater AnalyticsCloud-native investment management platform for institutional investors

Jun 3, 2026