The new offering is intended to deliver performance benchmarks, portfolio insights, and liquidity forecasts based on validated private markets data.
Clearwater Analytics launched a private markets intelligence product, dubbed Fund Analytics, that has been designed to structure and validate private markets data before it reaches the analytics layer, officials say.
“Private markets have become a core allocation for institutional investors, but the infrastructure supporting them remains fragmented and highly manual. Investment teams still extract, validate, and reconcile information from GP reports before they can answer basic questions about performance, exposures, and future capital needs,” officials say. “Because no fund manager reports the same way, many analytics platforms are only as reliable as the data that is manually entered into them.”
The Fund Analytics offering is built on “Clearwater’s document processing and data validation technology … The result is a platform where performance measurement, benchmarking, portfolio monitoring, and liquidity forecasting are built on verified investment data rather than spreadsheet-driven workflows and self-reported submissions,” officials say. “At the center of Fund Analytics is the Fund Master, a dataset built from Clearwater’s network of institutional investors investing in many of the same underlying private funds.”
Officials say Fund Analytics combines four core capabilities on a single data foundation: performance analytics and benchmarking; portfolio monitoring and look-through analysis; liquidity forecasting; and document processing and data validation.
Clearwater officials say they are creating a shared intelligence layer by “validating and standardizing data at scale,” which helps investors measure their investments’ performance against benchmarks, compare valuations, aggregate exposures, and analyze portfolios “using insights that no single institution could generate independently,” officials say.
The goal is to let firms “see exactly what is inside every fund, from underlying portfolio companies and sector concentrations to geographic exposures and investment themes, with a Data Quality score for every underlying asset,” officials say.
Fund Analytics can be deployed alongside existing accounting infrastructure, officials add.
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