Case Study: Urban Outfitters achieves consolidated portfolio visibility and faster reporting with Clearwater Analytics

Urban Outfitters Consolidating with Clearwater

Urban Outfitters, a global specialty retailer with roughly $350M invested, faced fragmented investment reporting because its portfolio—about 90% managed by three external asset managers—was delivered through separate Clearwater instances. That fragmentation forced manual consolidation and calculations, created inconsistent accounting assumptions, slowed period-end and reconciliation work, and limited visibility into portfolio performance and policy compliance.

By moving to a direct, consolidated Clearwater relationship, Urban Outfitters combined all accounts under a single login within two weeks and gained daily, aggregated reporting. The change cut reporting time dramatically (reports now take minutes instead of hours), enabled consistent accounting and apples-to-apples manager comparisons, improved compliance tracking and reconciliation, provided direct client support, and freed treasury staff to focus on strategic investment decisions.

Urban Outfitters

Brian Montague

Director of Treasury, Urban Outfitters