Clearwater Analytics, the most comprehensive technology platform for investment management, has announced that Agile Investment Management, LLC has selected CWAN’s integrated risk and performance attribution solution. This implementation showcases the strength of CWAN’s unified ecosystem, providing Agile with a single connected platform that delivers real-time risk management and performance attribution integrated with their portfolio management capabilities.
Agile, an SEC-registered boutique global fixed income manager, required advanced attribution and risk tools that integrate seamlessly with their Enfusion by CWAN order management system. By choosing CWAN’s solution, Agile avoids data silos from disparate systems, gaining access to institutional-grade risk analytics, including multi-factor modeling and real-time exposure monitoring. This integration streamlines workflows, allowing for precise identification of return drivers and portfolio risks within a cohesive environment.
“CWAN gives us a single, connected platform where risk, performance, and investment data flow together,” said Jonathan Birtwell, Partner, Head of Allocation and Risk at Agile Investment Management. “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 selection exemplifies CWAN’s approach of merging Enfusion's front-office capabilities with CWAN’s robust risk and performance analytics. Agile can now conduct stress scenarios for market events, optimize strategies, and achieve operational efficiency—all through one platform. The solution was previously available only via costly, fragmented tools, but CWAN’s cloud-native architecture eliminates these barriers, supporting Agile’s focus on global fixed-income investments.
“Agile’s decision underscores the value of our integrated approach and validates our vision of a unified CWAN ecosystem,” said Kirat Singh, President, Risk and Alternative Assets at CWAN. “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.”
CWAN’s platform transforms investment management by providing real-time data and AI-driven insights across the investment lifecycle, integrating portfolio management, trading, accounting, and risk analytics to drive excellence for institutional investors worldwide.
About Agile Investment Management, LLC
Agile Investment Management, LLC is a U.S.-based, SEC-registered boutique asset manager. Founded by Dan Janis and Kai Sotorp, Agile operates as an operator-owned partnership, specializing in global fixed-income investment management for institutional and retail clients.
Clearwater Analytics is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally.
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