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Security Mutual Selects Clearwater Analytics for Risk and Performance Management

Clearwater Analytics (NYSE: CWAN), a global leader in investment management, accounting, reporting, and analytics solutions, today announced that Security Mutual Group has chosen its platform to enhance performance attribution, risk analysis, and decision-making capabilities to drive improved returns and reduced risk.

Security Mutual will leverage the Clearwater platform to complete advanced analytics that will deliver a deeper understanding of performance drivers and detailed risk simulations. Operating across asset classes, multiple scenarios such as different interest rates, varying credit spreads, and volatile foreign exchange rates can all be assessed and analyzed. Additionally, the platform enables historical scenario testing to evaluate how strategies might fare under past market conditions. Combined with seamless, tailored data ingestion and aggregation, these analysis capabilities will provide Security Mutual with the tools to make confident, data-driven decisions and eliminate inefficiencies.

“We have relied on legacy systems that don’t provide sufficient detail for risk and shock analysis,” said Kevin Carney, Chief Investment Officer at Security Mutual. “Clearwater enables us to reset our approach to risk and performance with multiple use cases to simulate market scenarios and understand the repercussions of future events on the portfolio. With Clearwater, we can confidently identify opportunities that yield strong returns while keeping risk in check—a critical balance in today’s financial landscape.”

“Security Mutual’s approach reflects a forward-thinking strategy to managing both risk and performance,” said Scott Erickson, Chief Revenue Officer at Clearwater Analytics. “Investment leaders today can only navigate the fast-changing market environment with detailed, actionable insights. The clarity and precision Clearwater provides enables firms like Security Mutual to unlock more opportunities and deliver better outcomes for themselves and their clients.”

Contact an expert today for more information about Clearwater Analytics and how our solutions can support your organization.

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 $7.3 trillion in assets spanning traditional and alternative asset types. Additional information about Clearwater can be found at clearwateranalytics.com.

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