Case Study: Halyard Asset Management achieves rapid, cost-effective launch and automated portfolio reporting with Clearwater Analytics

Halyard Asset Management Utilizing Technology to Offer Best-In-Class Service

Halyard Asset Management is an SEC-registered investment advisor managing $572 million in fixed-income assets for high-net-worth and institutional clients. The firm faced fragmented, time-consuming portfolio accounting and reporting—having relied on ill-fitting systems and manual processes (including Excel) that couldn’t aggregate, reconcile, or deliver FAS 115-2–compliant reporting from a single data source.

Halyard implemented Clearwater’s web-based reporting and analytics, going live in under a month to gain automated daily aggregation, reconciliation, and drill‑down dashboards tied to one reconciled data source. The solution delivered independently verified accounting, compliance, performance, and risk reports (with FAS 115-2 support saving three to five hours per relationship per month), enabling operational efficiency, faster period-end reporting, and stronger client credibility.

Halyard Asset Management

Steven Boyd

Principal, Halyard Asset Management