Clearwater Analytics Holdings, Inc.

Frequently Asked Questions About CWAN

What does CWAN invest in?

Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.

What is the expense ratio of CWAN?

An expense ratio for Clearwater Analytics Holdings, Inc. (CWAN) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is CWAN?

Clearwater Analytics Holdings, Inc. (CWAN) manages $7.30B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CWAN actively managed or an index fund?

CWAN's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CWAN launched?

Clearwater Analytics Holdings, Inc. (CWAN) launched in September 2021 and is managed by the fund issuer.

How has CWAN performed?

CWAN's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.