IAPM sharpens risk and performance reporting with Clearwater Analytics

Written by Adam Cadle

20/11/2024

Industrial Alliance Portfolio Management (IAPM) has selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.

IAPM is a subsidiary of iA Financial Group, one of Canada’s largest insurance and wealth management groups. It is using the Clearwater Analytics risk & performance solution to perform in-depth factor-based attribution and ex-ante risk analyses. Users can customise 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.”

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