This Idea is Presented by Clearwater Analytics

We are proud to support Keywise Capital’s contribution to the COPFA Alpha Showcase 2026, an investment thesis on Alphabet that reflects the kind of research rigor this Showcase was built to spotlight.

As a technology partner to institutional investors across public and private markets, Clearwater Analytics unifies portfolio management, trading, accounting, risk, compliance, and reporting on a single, continuously reconciled investment record. This includes Enfusion by Clearwater, a SaaS investment management solution providing front-to-back capabilities — spanning portfolio management, order execution, compliance, and reporting — built on the Enfusion platform that joined Clearwater through our 2025 acquisition. Together, this gives investment teams a connected, real-time view across the entire investment lifecycle.

Keywise Capital — Alphabet

Rather than accepting the market’s surface-level “search disruption” narrative, Keywise has rigorously deconstructed Alphabet’s technological moat — tracing its deep vertical integration from proprietary TPU silicon and cloud infrastructure to billions of sticky user entry points. It’s a masterclass in platform-level thinking.

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Clearwater Analytics

Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record. Portfolio management, trading, accounting, risk, compliance, and private markets workflows run on a single source of truth, creating a connected foundation for automation, AI-driven insights, and agentic workflows across the investment process. Clearwater supports more than $10 trillion in assets globally for insurers, asset managers, hedge funds, banks, corporations, and governments. Learn more at www.cwan.com.

COPFA Alpha Showcase 2026

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