Case Study: First Principles Capital Management achieves scalable growth and daily, accurate portfolio reporting with Clearwater Analytics

First Principles Capital Management Supporting Business Growth with Clearwater

First Principles Capital Management (FPCM) is a leading fixed‑income asset manager with over $10 billion in AUM. Rapid growth and increasingly complex client reporting and compliance requirements outpaced its proprietary systems, creating a need for an accessible, scalable information management platform and a data‑management outsourcing partner.

FPCM implemented Clearwater’s web‑based investment accounting, reporting and analytics platform, integrating automated feeds from custodians, its trade order system and third‑party providers for daily aggregation, reconciliation and predictive accounting. The solution delivered same‑day trade processing, consolidated morning portfolio snapshots, improved compliance monitoring, faster client onboarding and dedicated account‑service support—enabling scalable growth and better client service.

First Principles Capital Management

Hong Chen

Head of Operations, FPCM