Clearwater Analytics (NYSE: CWAN), a technology platform for investment management, announced that Agile Investment Management, LLC has selected CWAN’s integrated risk and performance attribution solution. This implementation provides Agile Investment Management with a unified platform for real-time risk management and performance attribution alongside its existing portfolio management capabilities.
Agile Investment Management, an SEC-registered boutique global fixed income manager, sought advanced attribution and risk capabilities that could seamlessly integrate with its existing Enfusion by CWAN order management system. Rather than adopting separate systems that could lead to data fragmentation, Agile chose CWAN’s risk analytics, which include multi-factor modeling and real-time exposure monitoring, integrated within their current workflow.
Jonathan Birtwell, Partner, Head of Allocation and Risk at Agile Investment Management, stated, “CWAN gives us a single, connected platform where risk, performance, and investment data flow together. The platform’s multi-factor risk model and Brinson-style attribution provide clear visibility into both of our flagship strategies. This integration empowers us to act faster and with greater confidence in every decision.”
This decision aligns with CWAN’s strategy to combine the front-office strengths of Enfusion with its institutional-grade risk and performance analytics. With this integration, Agile can now identify the actual drivers of returns and portfolio risk, conduct stress scenarios for adverse market events, and optimize strategies within a single, unified platform.
Kirat Singh, President, Risk and Alternative Assets at CWAN, commented, “Agile’s decision underscores the value of our integrated approach and validates our vision of a unified CWAN ecosystem. CWAN is delivering what sophisticated managers like Agile have long needed: seamless data, integrated workflows, and analytics that were once only available through expensive, fragmented systems. Agile now has the tools to move faster, reduce complexity, and unlock competitive advantage.”
Agile Investment Management, LLC is a U.
S.-based, SEC-registered boutique asset manager founded by Dan Janis and Kai Sotorp. It operates as an operator-owned partnership, specializing in global fixed-income investment management for institutional and retail clients.
Clearwater Analytics provides a cloud-native platform for institutional investors across global public and private markets. The platform integrates portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics into one unified system, supporting over $10 trillion in assets globally.
