Clarion

Agentic Investment Accounting

Agent StatusAll Active

Investment Accounting Team

Asset Owner Services

Risk Analytics & Exposure Reporting

Duration, credit quality, concentration and stress-testing across portfolios

Portfolios Assessed

4

Clear

2

Watch

1

Breach

1

PortfolioDuration (yrs)Credit QualityTop ConcentrationStatus
Fenwick Insurance Co. — Bond Book6.2AA-4.1% Clear
Larsen Reinsurance Group8.9A12.4% Watch
Osei Corporate Treasury1.4AAA2% Clear
Whitfield Pension Trust11.2BBB+18.7% Breach