Partnership Unites Innovative Technology and Growth Platforms for Asset Managers

WASHINGTON & BOISE, Idaho–(BUSINESS WIRE)–#assetmanagement–F/m Acceleration LLC (www.fmacceleration.com), a growth platform for boutique, lift-out and overseas asset managers, announced its formal partnership with Clearwater Analytics, one of the world’s leading comprehensive technology platforms for investment accounting and analytics (www.clearwater-analytics.com). F/m empowers growth and independence for boutique, lift out and overseas asset managers. Based in Washington, D.C., F/m Acceleration provides talented portfolio managers with institutional-grade investment systems, business operations, and marketing support so they can focus on what they do best: managing investments and delivering outcomes.

The Clearwater Analytics portfolio technology platform reports on more than $4.6 trillion for asset managers and institutions in 49 countries.

“We believe that Clearwater’s cutting-edge technology can transform the operations of our asset management partners from day one. By uniting Clearwater’s web-based systems with F/m’s team and toolset, we can accelerate the business growth of our asset management clients without the typical industry overhead,” said Alex Morris, President and Chief Investment Officer of F/m.

F/m offers its clients the full suite of Clearwater’s cloud service solutions, including investment data aggregation, reconciliation, accounting, and reporting, as well as performance measurement, investor communications and on-line client portals. While the agreement was reached in March 2020, the partnership already supports three new asset manager clients for both firms, encompassing US and global equities, as well as fixed income and currencies.

“F/m’s total solution for asset management businesses is a great complement to the Clearwater Analytics suite of tools. Both F/m and Clearwater have successfully powered the growth of boutiques and lift outs, and have helped seasoned portfolio management teams gain independence. Our partnership enables our portfolio manager clients to maximize their efficiency and potential,” said Scott Erickson, Chief Operating Officer at Clearwater Analytics.

The partnership provides a comprehensive and robust outsourced solution across the spectrum of asset classes and for diverse business types, whether asset managers, wealth managers, fund sponsors or institutions.

“The support and expertise of F/m and Clearwater have been critical to the launch of my firm. Having evaluated and worked on other platforms for years, I can attest that Clearwater’s reporting and processes are far beyond other providers. The F/m and Clearwater partnership has provided a foundation for my firm and my clients,” remarked Francisco Bido, Founder and Senior Portfolio Manager of Integrated Alpha Investments.

To learn more, visit: www.clearwater-analytics.com and www.fmacceleration.com.

About Clearwater Analytics

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more.

Each day, the Clearwater solution reports on more than $4.6 trillion in assets for clients that include institutional asset managers, RIAs, family offices, OCIOs, and fund clients. Sample current clients include JP Morgan Asset Management, Utralat Capital Markets, London & Capital, Moreton Financial Services, Cardinal Capital Management, Performa Limited, First Principles Capital Management, and 140 others. These clients join Clearwater’s other 1,000+ insurance, corporate, endowment/foundation, and government clients in utilizing the company’s single solution, multi-tenant model for their daily accounting processes.

Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Investment professionals in 49 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Additional information about Clearwater can be found at www.clearwater-analytics.com | LinkedIn: https://www.linkedin.com/company/clearwateranalytics/ | Twitter: @cwanalytics

About F/m Acceleration

Founded in 2019 by industry veterans and backed by long-term institutional capital, F/m Acceleration empowers growth and independence for boutique, lift out and overseas asset managers. F/m Acceleration provides portfolio managers with institutional-grade investment systems, business operations and marketing support. F/m enables talented managers to focus on what they do best: managing investments and delivering performance. With its manager partners, F/m seeks to provide advisors and institutional investors with access to innovative investment strategies. The F/m platform serves over $1.3 billion of assets under management plus over $1.8 billion of assets under administration as of November 30, 2020.

Additional information about F/m can be found at: https://fmacceleration.com/.

LinkedIn: https://linkedin.com/company/f-m-acceleration-llc/about/

Contacts

Clearwater Analytics

Gail Marold |Director of Communications and PR| +1 919 229 9141| gmarold@clearwateranalytics.com

F/m Acceleration

Alex Morris | President & Chief Investment Officer | +1 202 839 4785| amorris@fmacceleration.com