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Products December 12, 2013
ClearVest Offers Access to Alternative Funds
Investment analytics firm ClearVest opened its unified investment management platform to investors and financial advisers seeking access to alternative investments.
Reported by PLANADVISER Staff
The platform has added 30 investment funds since its initial launch in July, geared towards wealth advisers, qualified investors, corporations and other institutions looking for a portfolio solution that can field both traditional and alternative assets.
According to a statement from the firm, the ClearVest platform allows investors to easily access and assess alternative asset managers, upload an existing portfolio, perform comparative analysis on hypothetical portfolios, reallocate funds to enhance performance and manage risk, and use an automated subscription process to make platform investments.
The platform offers users access to top-tier funds and a customized managed account solution—including daily position reconciliation, daily risk monitoring, performance analysis, NAV calculation and complete investor reporting.
Other investment firms that have joined the ClearVest platform include Hudson Bay Capital Management LLC and Winton Capital Management Ltd.
ClearVest was founded in 2013 by HedgeAct, The Alpha Cooperative and Clearbrook Global Advisors. More information is available at www.clearvestllc.com.