ClearMacro

ClearMacro acts as a “CIO co-pilot” for family offices driving better investment outcomes and clearer communications with stakeholders. Our lightweight, SaaS-based platform empowers family offices to integrate AI and data-derived insights and Asset Allocation into their portfolios for smarter decision-making.

For Single Family Offices: ClearMacro enables SFOs to leapfrog a generation in building institutional-grade investment capabilities (especially for multi-asset portfolios across public markets) and can materially improve the cost-benefit relative to being serviced by a private bank.

For Multi Family Offices: ClearMacro underpins scalability and value-cost propositions, including an enhanced ability to drive actively managed portfolios of passives, which helps retain existing end-clients and attract new ones.

Many family offices employ only bottom-up investment selection (funds or directs) and do not have any asset allocation process in place, thus ignoring the most important driver of portfolio returns. And, if they do apply top-down Asset Allocation techniques, they tend to use sub-optimal (backward-looking) assumptions which lead to sub-optimal outcomes for them.

Markets are generally forward-looking hence the ClearMacro platform offers a forward-looking co-pilot solution that provides real-time investment guidance. This structured framework reduces cognitive bias and helps outline optimal actions (and the supporting rationale) to consider taking across asset classes and markets.

This sophisticated but user-friendly product was born from solving problems at large and sophisticated multi-asset institutions. Developed and evolved over 9 years by a team of institutional investors, ClearMacro has accumulated data and technology that most family offices or even investment strategy teams, under continued short-term delivery cycles and finite budgets, can rarely match (and at typically only 10% of in-house costs).

The platform integrates public and private datasets, a range of quant and AI techniques to integrate perspectives over a range of investment horizons. It supports asset allocation across multiple asset classes, geographies, and horizons, and is expanding to include real and alternative assets. ClearMacro acts as a comprehensive investment decision support tool, offering tailored outputs and interfaces, including dashboards and APIs, to suit different user needs.

Proven family office benefits include a more consistent and richer investment decision-making framework which is real-time and can cover a broader opportunity set, leading to:

  • improved investment performance
  • lowered costs
  • more consistent decision-making framework
  • enhanced team credibility
  • reduced key person risk

What sets ClearMacro apart? Forward-looking, real-time actionable insights which integrate short- and longer-term considerations.

"We are passionate about democratizing investment decision power and shifting benefits to the ultimate owner. We leverage technology to drive better investment experiences and outcomes at lower cost."
Niall Boland

Product

Get an overview of what ClearMacro does.

Main Tasks

  • Risk management
  • Data aggregation
  • Portfolio management
  • Investment technology
  • Performance and decision-making audit trails
  • Consulting on investment processes
  • Introductions to investment solutions providers.

Top features

  • Portfolio construction idea generation & optimisation
  • Performance testing
  • Tactical view build and reconciliation to strategic asset allocation
  • Investment strategy communication tools and audit
  • Visionary purpose
  • Transparency
  • Ability to white label
  • Full multi-currency support

Assets supported

  • Cash & Equivalents
  • Equities
  • Developed Markets
  • Fixed Income

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

SAAS

Integrations

  • APIs allowing quant-capable clients to directly integrate the platform into their own processes available
  • SAML based SSO is available for larger deployments

Mobile App

Yes

Type of data

Holding level

Accuracy

ClerMacro ingests data from a range of external sources and performs a range of operations to ensure the data is fit-for-purpose. Once they convert the data to signals and model outputs, they comprehensively backtest.

Multi-currency

Users can set multiple base currencies.

Regulated

No

Audited

Yes

Audited by

  • Blick Rothenberg (Accounting)
  • Passed a technology audit (CGI) and investment framework audit (KPMG) in relation to a capital investment due diligence process.

Cost structure

  • AUM based
  • Data based (per data feed integrated)
  • Deat based (per named user)

Average cost p.a.

  • Typically, for a mid-sized Family Office: 25-30K$ in year 1.40K$ p.a. thereafter.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 11-50

Revenue

  • <$50 million

Founded

  • 2014

Ownership

  • External investors
  • Key staff also have ownership
  • Clients are also owners

Incorporated

  • United Kingdom

Locations

  • London

Top markets

  • United Kingdom
  • Japan
  • Singapore
  • United States of America
  • Canada

Total AUM

Client firms have AUM >$300 billion

Focus

  • Fund managers

Secondary focus

  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks
  • Pensions
  • Endowments
  • Foundations
  • Funds of funds

Number

  • 3 Pension Funds
  • 2 Hedge funds
  • 2 Wealth Management firms
  • 2 FOs
  • Note: ClearMacro re-commercialised in 2023 after completing a 2-year infrastructure upgrade in agreement with an anchor investor.

Given the sensitive nature of what ClearMacro does for clients (i.e. going right to the core of their value proposition), their permission in required. Their clients will generally operate on a "need-to-know" basis.

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ClearMacro Reviews

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What do clients say about ClearMacro?

ClearMacro’s expertise and data-driven Asset Allocation support platform looks like a game-changer for Family Offices and Wealth Managers - the prospect of improved investment performance (at lower cost) and better transparency can really drive client trust and portfolio performance and ultimately the growth of our business."
Alex Ingrim, Head of Investment Team, Chase Buchanan

Support & Services

Learn what support and services you can expect

Added Services

Software develoopment

Support options

Dedicated contact
In person on site support

Pricing of support

On use basis
Free support

Onboarding

Sophisticated multi-family office 6 weeks.
Sophisticated hedge fund 2 weeks.
Unsophisticated SFO or WM - 3-6 months; but more about training on investment processes than on the software.
In reality, depends on use case and existing capabilities.

Customisation

Most layers of the platform can be customised - but we are most commonly asked to customise the top layer - the user interfaces (e.g. dashboards)

Bespoke development

The lighter-bespoke development example would be the remapping of our aggregation techniques to more closely follow the structure of the client's particular investment universe and structure.
A heavier-duty bespoke development example would be the development of a Counterparty Risk Assessment tool (repointing our forward-looking drivers at a somewhat different/adjacent problem which a client had).

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