clearwateranalytics.com

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# CWAN

## Sitemaps
[XML Sitemap](https://cwan.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [What the FTF: Navigating the New Liquidity Frontier ](https://cwan.com/resources/events/what-the-ftf-navigating-the-new-liquidity-frontier-dublin/): Join TreasurySpring, Clearwater and Elevate Treasury's John James Dunne (former IACT President) for a Dublin breakfast briefing on liquidity, repo markets and cash strategy on 29 September.
- [The Big Shift: Have Private Assets Gone Mainstream for Insurers? ](https://cwan.com/resources/webinars/the-big-shift-have-private-assets-gone-mainstream-for-insurers/): Insurance asset management trends in privates and beyond Moderated by Institutional Investor
- [Alpha Lab Hong Kong](https://cwan.com/resources/events/alpha-lab-hong-kong/): Alpha Lab Hong Kong is an invitation-only gathering of C-suite hedge fund leaders across Asia Pacific, hosted by Enfusion by Clearwater.
- [Navigating the AI investment paradox in asset management](https://cwan.com/resources/blog/navigating-the-ai-investment-paradox-in-asset-management/): The AI investment paradox in asset management: why firms are spending big on AI yet remain deeply divided on the value of those investments.
- [Clearwater Analytics at Future of Asset Management North America](https://cwan.com/resources/events/clearwater-analytics-at-future-of-asset-management-north-america/): Clearwater Analytics is sponsoring the Future of Asset Management North America this year. Visit us at our booth and hear from our team on stage as the industry tackles what's next for private credit, AI-enabled operations, and the future of the asset management business.
- [Meet Clearwater at the Hedge Fund COO Summit | Europe 2026](https://cwan.com/resources/events/meet-clearwater-at-the-hedge-fund-coo-summit-europe-2026/): Clearwater, including Enfusion by Clearwater, is a proud Gold Sponsor of this year's Hedge Fund COO Summit. Our team will be on site across both days, and we would love to meet you.
- [Herding behavior? What chip and energy stocks tell us about insurer equity strategies](https://cwan.com/resources/market-brief/herding-behavior-what-chip-and-energy-stocks-tell-us-about-insurer-equity-strategies/): Despite market swings in 2026, the S&P 500's trailing three-year annualized return reached 20%. Our Research Desk looks at how US insurers are shifting equity strategies during the rally.
- [2026 Insurance Asset Management Trends](https://cwan.com/resources/reports/2026-insurance-asset-management-trends/): Trends from the Insurance Investment Outsourcing Report
- [What Insurance Risk Regulatory Frameworks now require](https://cwan.com/resources/blog/what-insurance-risk-regulatory-frameworks-now-require-and-why-approximations-no-longer-hold/): Insurance risk regulation has quietly changed shape. The frameworks that rating agencies and regulators apply to insurers no longer accept a simplified estimate of what a portfolio would be worth under stress. Increasingly, they expect insurers to demonstrate a genuinely recalculated value — every instrument, repriced under each prescribed condition.
- [Nine Questions on Insurance Risk and the Move to Full Repricing](https://cwan.com/resources/blog/nine-questions-on-insurance-risk-and-the-move-to-full-repricing/): Insurance risk has changed more in the last decade than in the twenty years before it. We sat down with Tatiana Zebaze to talk about what's driving that change, why regulators and rating agencies increasingly expect a fully recalculated portfolio rather than an estimate, and what it means for mid-market insurers today.
- [Connect Hong Kong: How AI is enhancing hedge fund workflows ](https://cwan.com/resources/blog/connect-hong-kong-how-ai-is-enhancing-hedge-fund-workflows/): AI is improving hedge fund workflows. At Clearwater's Connect Hong Kong event, investment leaders shared how it's reshaping their day-to-day work.
- [Your clients’ story is only as good as the data that powers it](https://cwan.com/resources/events/your-clients-story-is-only-as-good-as-the-data-that-powers-it/): Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.
- [Clearwater Performance & Risk: Turning Data into Insight](https://cwan.com/resources/events/clearwater-performance-risk-turning-data-into-insight-uk/): A deep dive into Clearwater’s performance and risk reporting capabilities, designed to help you better understand results, identify trends, and proactively manage portfolio exposure.
- [Clearwater Compliance: Simplifying Oversight with Automation and AI](https://cwan.com/resources/events/clearwater-compliance-simplifying-oversight-with-automation-and-ai-uk/): A focused session on Clearwater’s compliance capabilities, built to help teams confidently monitor policies, identify issues early, and reduce the manual burden of ongoing compliance management.
- [Firms Don’t Look Back When Managed Services Partnerships Are Right ](https://cwan.com/resources/blog/firms-dont-look-back-when-managed-services-partnerships-are-right/)
- [Managed services: Why hedge fund managers are turning to them ](https://cwan.com/resources/blog/managed-services-why-hedge-fund-managers-are-turning-to-them/): The pressure bearing down on hedge fund operations is no longer episodic, it is structural. And the firms treating operations as a source of advantage rather than a cost to contain are the ones pulling ahead.
- [Risk-Based Capital Regulation Sector Brief](https://cwan.com/resources/reports/risk-based-capital-regulation-sector-brief/): Hong Kong and Singapore have already tightened their Risk Based Capital (RBC) rules. Hong Kong's Pillar 3 window shrinks for good on 1 July 2027. Find out where you stand.
- [GenAI and the Data Divide ](https://cwan.com/resources/reports/genai-and-the-data-divide/): 2026 Clearwater Global GenAI Report 178 senior investment leaders reveal why firms succeeding with AI are the ones with the strongest data foundations.
- [How to Turn any Repository into a Senior AI-Powered Development Environment](https://cwan.com/resources/blog/how-to-turn-any-repository-into-a-senior-ai-powered-development-environment/): Every time I started a new AI session, I found myself doing the same thing: re-explaining the project, re-describing the architecture, re-telling the AI what we were working on. Sometimes it would take 10–15 minutes just to get the AI to the point where it could actually help. And the next day? Same thing. Start over.
- [InvestOps Europe 2026](https://cwan.com/resources/events/investops-europe-2026/): Meet Clearwater Analytics at InvestOps Europe 2026 (15–17 Sep, London). Join us in Track A on Innovation Day and see how buy-side teams run front-to-back operations on one platform.
- [In Q2, portfolios came roaring back](https://cwan.com/resources/market-brief/in-q2-portfolios-came-roaring-back/): This market brief looks back at how insurers and private wealth investors weathered H1 turbulence and assesses portfolio positioning for the quarters ahead.
- [Meet Clearwater at EuroFinance 2026](https://cwan.com/resources/events/meet-clearwater-at-eurofinance-2026/): Visiting EuroFinance 2026 in Barcelona? Meet the Clearwater Analytics team at booth S15. Book a meeting to discover how we help treasury and finance teams automate investment reporting and gain a single, trusted source of data.
- [Connect London 2026](https://www.clearwater-connect.com/event/LondonUK/summary): A multi‑track Connect event for EMEA professionals, offering deep‑dive sessions spanning front‑office innovation, operational excellence, and regionally relevant industry insights.
- [Risk for Insurance: Risk, Regulatory Shocks, and Attribution on One Platform](https://cwan.com/resources/on-demand-webinars/risk-for-insurance-risk-regulatory-shocks-and-attribution-on-one-platform/): See risk, regulatory shocks, and attribution run on one platform. Live Clearwater demo for insurers, July 23.
- [Webinar | Factor Risk Lens: Risk Where You Trade](https://cwan.com/resources/on-demand-webinars/webinar-factor-risk-lens-risk-where-you-trade-amer/): Join us live to see Enfusion Factor Risk Lens in action.
- [Product Webinar | Clearwater Factor Analytics in Action](https://cwan.com/resources/on-demand-webinars/product-webinar-clearwater-factor-analytics-in-action/): Following the launch of Clearwater Factor Analytics, our next-generation risk and performance analytics solution, join us for an in-depth demo session with our product team.
- [Credit Where It’s Due: The Persistent Rise of Private Credit](https://cwan.com/resources/reports/credit-where-its-due-the-persistent-rise-of-private-credit/): Private credit has been called a bubble, a black box, and the next 2008. It has also quietly become a core holding on some of the largest institutional balance sheets in the country. The headlines are loud and contradictory, but the data tells story of continued growth.
- [From the floor at FILS 2026:  Fixed income leaders discuss the data gap in AI strategy](https://cwan.com/resources/blog/from-the-floor-at-fils-2026-fixed-income-leaders-discuss-the-data-gap-in-ai-strategy/): Fixed income leaders are struggling to execute their AI ambitions, not for lack of enthusiasm, but because the data foundation underneath those ambitions isn’t ready.
- [The Gap Is Widening: Inside the Conversations Reshaping How Hedge Funds Operate](https://cwan.com/resources/blog/inside-the-conversations-reshaping-how-hedge-funds-operate/): Insights from 115+ hedge fund leaders at Clearwater Connect New York on how AI, data infrastructure, and operations are redefining competitive advantage.
- [See the work behind your numbers](https://cwan.com/resources/on-demand-webinars/see-the-work-behind-your-numbers/): Open the black box of investment operations with Clearwater Compass. Live webinar, July 6.
- [Leveraging the IIOR: An Insurer’s guide to the 2026 Insurance Investment Outsourcing Report ](https://cwan.com/resources/blog/leveraging-2026-iior/): Leverage the 2026 IIOR, from total outsourced insurance AUM and growth to the asset classes and managers reshaping the market.
- [Energy & Commodities Consulting Briefing](https://cwan.com/resources/events/energy-commodities-consulting-briefing/): Join Clearwater Analytics in London on 16 July for a focused afternoon on our EU Power & Gas solution. Live demo, product walkthrough, and drinks reception.
- [Three Things We Learned at the Energy Trading Leaders Summit in Amsterdam ](https://cwan.com/resources/blog/three-things-we-learned-at-the-etls-ai/): Here are the three takeaways that stayed with us — and what each one means for how trading desks should think about AI for energy trading.
- [From Document to Decision: A New Standard for Private Fund Analytics](https://cwan.com/resources/on-demand-webinars/from-document-to-decision-a-new-standard-for-private-fund-analytics/): Join us for a live fireside chat and a full product demo to see what private markets intelligence looks like when it's built on data you can actually trust.

## Pages
- [Leadership Team](https://cwan.com/company/leadership/)
- [Who We Are](https://cwan.com/company/about-cwan/)
- [Factor Analytics](https://cwan.com/solutions/factor-analytics/)
- [Factor Risk Lens](https://cwan.com/solutions/factor-risk-lens/)
- [Compass](https://cwan.com/solutions/compass/)
- [Total Portfolio Oversight](https://cwan.com/total-portfolio-oversight/)
- [Gen AI](https://cwan.com/platform/gen-ai/)
- [Webinars](https://cwan.com/resources/webinars/)
- [Research Desk](https://cwan.com/research-desk/)
- [Enfusion](https://cwan.com/products/enfusion/)
- [Contact Us](https://cwan.com/contact-us/)
- [REITS](https://cwan.com/industries/real-estate-investment-trusts/)
- [Offices & Locations](https://cwan.com/company/offices-locations/)
- [Enfusion General Terms and Conditions – Version 4.3](https://cwan.com/enfusion-general-terms-and-conditions/)

## Press
- [Corgi Funds Implements Clearwater Analytics to Support ETF Expansion](https://cwan.com/press-releases/corgi-funds-implements-clearwater-analytics-to-support-etf-expansion/): BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, July 29, 2026 – Clearwater Analytics announced today that Corgi Funds, an ETF issuer owned by Corgi Insurance, has gone live on Enfusion by Clearwater to support its ETF expansion.
- [MSIG Europe Selects Clearwater Analytics to Modernize Investment Operations](https://cwan.com/press-releases/msig-europe-selects-clearwater-analytics-to-modernize-investment-operations/): Selection extends MS&AD Group’s global relationship with Clearwater, bringing a unified platform for investment data, accounting, regulatory reporting, and analytics to MSIG Europe
- [Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pincus](https://cwan.com/press-releases/clearwater-analytics-completes-8-4-billion-take-private-acquisition-by-permira-and-warburg-pincus/): Today Clearwater Analytics announced the completion of its previously announced acquisition, a transaction valued at approximately $8.4 billion, by a Permira and Warburg Pincus-led Investor Group.
- [Clearwater Analytics Benchmarks Private Credit Strategy, Performance, and Risk Across Institutional Portfolios ](https://cwan.com/press-releases/clearwater-analytics-benchmarks-private-credit-strategy-performance-and-risk-across-institutional-portfolios/)
- [Clearwater Analytics Launches Fund Analytics, Bringing Verified Intelligence to Private Markets](https://cwan.com/press-releases/clearwater-analytics-launches-fund-analytics-bringing-verified-intelligence-to-private-markets/): New product delivers performance benchmarks, portfolio insights, and liquidity forecasts built on validated private markets data
- [Clearwater Analytics Unifies Factor Risk Across Portfolio Management and Risk Oversight ](https://cwan.com/press-releases/clearwater-analytics-unifies-factor-risk-across-portfolio-management-and-risk-oversight/): New Capabilities Bring Pre-Trade Risk Analysis to Portfolio Managers and On-Demand Portfolio Risk Insights to Investment Leadership
- [Clearwater Analytics Brings AI Directly into Institutional Investment Workflows](https://cwan.com/press-releases/clearwater-analytics-brings-ai-directly-into-institutional-investment-workflows/): AI built on Clearwater’s trusted investment data connects operations, risk, and private markets intelligence on one foundation
- [Insurance Investment Outsourcing Surpasses $5.5 Trillion as Private Markets and Global Expansion Reshape the Industry ](https://cwan.com/press-releases/insurance-investment-outsourcing-surpasses-5-5-trillion-as-private-markets-and-global-expansion-reshape-the-industry/): BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, May 20, 2026 – Clearwater Analytics (NYSE: CWAN) today released the 2026 Insurance Investment Outsourcing Report (IIOR), produced in partnership with DCS Financial Consulting.
- [La gestion assurantielle externalisée dépasse les 5 500 milliards de dollars : marchés privés en forte hausse et internationalisation accélérée](https://cwan.com/press-releases/la-gestion-assurantielle-externalisee-depasse-les-5-500-milliards-de-dollars-marches-prives-en-forte-hausse-et-internationalisation-acceleree/): BOISE (Idaho), NEW YORK, CHICAGO, LONDRES et PARIS, 20 mai 2026 – Clearwater Analytics (NYSE : CWAN) publie aujourd’hui l’édition 2026 de l’Insurance Investment Outsourcing Report (IIOR), co-réalisée avec DCS Financial Consulting.
- [Auslagerung von Kapitalanlagen der Versicherer übersteigt 5,5 Billionen US-Dollar – Private Markets und globale Expansion prägen die Branche neu](https://cwan.com/press-releases/auslagerung-von-kapitalanlagen-der-versicherer-ubersteigt-55-billionen-us-dollar-private-markets-und-globale-expansion-pragen-die-branche-neu/): BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, 20. Mai 2026 – Clearwater Analytics (NYSE: CWAN) hat heute den 2026 Insurance Investment Outsourcing Report (IIOR) veröffentlicht, der in Zusammenarbeit mit DCS Financial Consulting erstellt wurde.
- [Clearwater Analytics Announces First Quarter 2026 Financial Results](https://cwan.com/press-releases/clearwater-analytics-announces-first-quarter-2026-financial-results/): BOISE, Idaho — May 7, 2026 — Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“CWAN” or the “Company”), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2026.
- [Clearwater Analytics to Announce First Quarter 2026 Financial Results on May 7, 2026](https://cwan.com/press-releases/clearwater-analytics-to-announce-first-quarter-2026-financial-results-on-may-7-2026/): BOISE, Idaho, April 23, 2026 — Clearwater Analytics Holdings, Inc. (NYSE: Clearwater), (“CWAN” or the “Company”), the most comprehensive technology platform for investment management, will release financial results for the first quarter ended March 31, 2026 after the U.S. financial markets close on Thursday, May 7, 2026.
- [APAC Insurers Are Racing into Private Markets. Their Infrastructure Is Not Keeping Up. ](https://cwan.com/press-releases/apac-insurers-are-racing-into-private-markets-their-infrastructure-is-not-keeping-up/)
- [BarmeniaGothaer modernise sa plateforme d’investissement front‑to‑back avec Bloomberg et Clearwater Analytics](https://cwan.com/press-releases/barmeniagothaer-modernise-sa-plateforme-dinvestissement-front-to-back-avec-bloomberg-et-clearwater-analytics/): Une vue unifiée des données d’investissements et du portefeuille, sur les actifs cotés et non cotés, renforce la transparence, la gestion des risques et la prise de décision.
- [BarmeniaGothaer setzt auf Bloomberg und Clearwater Analytics für ein zukunftssicheres Front-to-Back Kapitalanlagemanagement](https://cwan.com/press-releases/barmeniagothaer-setzt-auf-bloomberg-und-clearwater-analytics-fur-ein-zukunftssicheres-front-to-back-kapitalanlagemanagement/): Eine einheitliche Datenbasis und eine Gesamtportfoliosicht über liquide und illiquide Vermögenswerte hinweg verbessern Transparenz, Risikoüberwachung und Investmententscheidungen
- [BarmeniaGothaer Modernizes Front-to-Back Investment Platform with Bloomberg and Clearwater Analytics ](https://cwan.com/press-releases/barmeniagothaer-modernizes-front-to-back-investment-platform-with-bloomberg-and-clearwater-analytics/)
- [Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations](https://cwan.com/press-releases/orange-investment-advisors-successfully-implements-clearwater-analytics-to-modernize-front-to-back-investment-operations/): Enfusion by Clearwater delivers unified portfolio management, order management, and execution capabilities across structured credit
- [Clearwater Announces Fourth Quarter 2025 Financial Results](https://cwan.com/press-releases/cwan-announces-fourth-quarter-2025-financial-results/): BOISE, Idaho — February 18, 2026 — Clearwater Analytics Holdings, Inc. (NYSE: Clearwater) (“CWAN” or the “Company”), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended December 31, 2025.
- [Clearwater Analytics Debuts Transparent Risk Platform for Power and Gas Markets at E-world 2026](https://cwan.com/press-releases/clearwater-analytics-debuts-transparent-risk-platform-for-power-and-gas-markets-at-e-world-2026/): Clearwater Power and Gas breaks industry reliance on black-box systems as energy transition drives trading opportunity
- [Clearwater Analytics and TreasurySpring Announce Platform  Integration for Fixed-Term Cash Management](https://cwan.com/press-releases/clearwater-analytics-and-treasuryspring-announce-platform-integration-for-fixed-term-cash-management/): Clearwater Analytics, the most comprehensive technology platform for investment management and TreasurySpring, the global cash investment platform, today announced an integration that connects Clearwater’s investment management platform directly with over 1,000 cash investment products from TreasurySpring, helping institutional clients manage surplus cash with defined maturity requirements.
- [Clearwater Analytics to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026](https://cwan.com/press-releases/clearwater-analytics-to-announce-fourth-quarter-and-full-year-2025-financial-results-on-february-18-2026/): BOISE, Idaho, February 4, 2026 — Clearwater Analytics Holdings, Inc. (NYSE: Clearwater), (“CWAN” or the “Company”), the most comprehensive technology platform for investment management, will release financial results for the fourth quarter and full year ended December 31, 2025 after the U.S. financial markets close on Wednesday, February 18, 2026.
- [Generali Deutschland AG Selects Clearwater Analytics to Modernize and Scale Investment Operations Unit-Linked Fund Business](https://cwan.com/press-releases/generali-deutschland-ag-selects-clearwater-analytics-to-modernize-and-scale-investment-operations-unit-linked-fund-business/): BOISE, Idaho, CHICAGO, NEW YORK, MUNICH & FRANKFURT A.M., February 3, 2026 – Clearwater Analytics (NYSE: Clearwater), the most comprehensive technology platform for investment management, announced today that Generali Deutschland AG has selected Clearwater’s investment management platform for its €40 billion unit-linked fund (ULF) life insurance business, unifying processes across four subsidiaries and preparing the group for accelerated growth in one of Europe’s fastest-expanding sectors.
- [Generali Deutschland AG choisit Clearwater Analytics pour moderniser et développer sa gestion des supports en Unités de Comptes.](https://cwan.com/press-releases/generali-deutschland-ag-choisit-clearwater-analytics-pour-moderniser-et-developper-sa-gestion-des-supports-en-unites-de-comptes/): LONDON, MUNICH, FRANCFORT-SUR-LE-MAIN, PARIS, LUXEMBOURG ET DUBLIN – 2 février 2025 – Clearwater Analytics (NYSE : Clearwater), la plateforme technologique la plus complète pour la gestion des investissements, a annoncé aujourd'hui que Generali Deutschland AG avait choisi la plateforme Clearwater pour piloter son activité Unités de Comptes de 40 milliards d'euros, unifiant ainsi les processus de quatre filiales et préparant le groupe à une croissance accélérée dans l'un des secteurs les plus dynamiques d'Europe.
- [Generali Deutschland AG wählt Clearwater Analytics zur Modernisierung und Skalierung ihrer Investmentaktivitäten im Bereich der fondsgebundenen Lebensversicherung](https://cwan.com/press-releases/generali-deutschland-ag-wahlt-clearwater-analytics-zur-modernisierung-und-skalierung-ihrer-investmentaktivitaten-im-bereich-der-fondsgebundenen-lebensversicherung/): BOISE, Idaho, CHICAGO, NEW YORK, MÜNCHEN & FRANKFURT A.M., 3. Februar 2026 Clearwater Analytics (NYSE: Clearwater) gab heute bekannt, dass sich die Generali Deutschland AG für die cloud-native Investmentmanagement-Plattform von Clearwater entschieden hat, um das fondsgebundene Lebensversicherungsgeschäft (FLV) in der Lebensversicherungssparte ihrer vier Tochtergesellschaften (über 40 Mrd. Euro AUM) zu modernisieren und in diesem stark wachsenden Marktsegment noch effizienter zu agieren.
- [Clearwater Analytics Embeds AI into Beacon Risk Platform to Accelerate Model Validation and Exposure Analysis ](https://cwan.com/press-releases/clearwater-analytics-embeds-ai-into-beacon-risk-platform-to-accelerate-model-validation-and-exposure-analysis/): Clearwater Analytics, the most comprehensive technology platform for investment management, today announced breakthrough embedded agentic AI capabilities within Beacon by Clearwater, its enterprise risk and quantitative analytics platform, enabling risk teams to accelerate model validation, exposure analysis, and decision-making.
- [Norli Liv & Pension Successfully Goes Live with Cloud-Native Investment Management Platform from Clearwater Analytics](https://cwan.com/press-releases/norli-liv-pension-successfully-goes-live-with-cloud-native-investment-management-platform-from-clearwater-analytics/): BOISE, Idaho & LONDON & COPENHAGEN, January 20, 2026 – Clearwater Analytics (NYSE: Clearwater), the most comprehensive technology platform for investment management, today announced that Norli Liv & Pension has successfully gone live on its cloud-native platform, completing its first month-end close and marking a major milestone in the Danish pension provider’s digital transformation
- [Clearwater Analytics to Be Acquired for $8.4 Billion by Permira and Warburg Pincus, Supported by Francisco Partners and With Participation From Temasek](https://cwan.com/press-releases/clearwater-analytics-to-be-acquired-for-8-4-billion-by-permira-and-warburg-pincus-supported-by-francisco-partners-and-with-participation-from-temasek/): Clearwater Analytics to be Acquired for $8.4 Billion by Permira and Warburg Pincus, Supported by Francisco Partners and Temasek
- [Clearwater 2026 Outlook: Data-Driven Analysis Leveraging Institutional Assets Points to a Resilient U.S. Economy](https://cwan.com/press-releases/cwan-2026-outlook-data-driven-analysis-leveraging-institutional-assets-points-to-a-resilient-u-s-economy/): New Clearwater Duration Activity Index (CDAI) reveals how institutional investors are tactically positioning their portfolios ahead of next year
- [Clearwater Report: Insurance Industry’s $2.7 Trillion Shift to Alternative Investments Creates Technology Gap](https://cwan.com/press-releases/cwan-report-insurance-industrys-2-7-trillion-shift-toalternative-investments-creates-technology-gap/): BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, November 12, 2025 – Clearwater Analytics (NYSE: Clearwater), the most comprehensive technology platform for investment management, today released industry research revealing that alternative investments have fundamentally transformed from a fringe strategy to a portfolio cornerstone, now comprising nearly one-third of the US insurance industry’s assets – representing approximately $2.7 trillion – as insurers abandon traditional portfolio strategies.
- [Clearwater Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets](https://cwan.com/press-releases/cwan-reports-800-ai-agents-now-available-for-deployment-across-10-trillion-in-client-assets/): Clearwater Analytics, the most comprehensive technology platform for investment management, today announced the global deployment of Clearwater GenAI, a newly-launched, embedded generative AI platform that can be deployed to transform investment management, risk management, reporting and operations across more than $10 trillion in institutional assets.
- [Clearwater Announces Third Quarter 2025 Financial Results](https://cwan.com/press-releases/cwan-announces-third-quarter-2025-financial-results/)
- [Clearwater and J.P. Morgan Asset Management Launch Automated Cash Management Solution for Hedge Funds](https://cwan.com/press-releases/cwan-and-j-p-morgan-asset-management-launch-automated-cash-management-solution-for-hedge-funds/): New integration connects Enfusion by Clearwater and Morgan Money® to optimize yield, diversification, and liquidity control for hedge fund clients
- [Clearwater to Participate in Upcoming Investor Conferences in Fourth Quarter 2025](https://cwan.com/press-releases/cwan-to-participate-in-upcoming-investor-conferences-in-fourth-quarter-2025/): Clearwater Chief Executive Officer Sandeep Sahai will join a fireside chat and participate in one-on-one meetings at the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference in New York City on Tuesday, November 18, 2025.
- [Clearwater to Announce Third Quarter 2025 Financial Results on November 5, 2025](https://cwan.com/press-releases/cwan-to-announce-third-quarter-2025-financial-results-on-november-5-2025/): In conjunction with this announcement, Clearwater will host a conference call on November 5, 2025, at 5:00 p.m. ET through a live webcast available on the Company’s investor relations website.
- [Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations ](https://cwan.com/press-releases/clearwater-analytics-implemented-by-t-rowe-price-to-modernize-stable-value-operations/): Many asset managers in this market still rely on manual processes and legacy systems, creating fundamental industry challenges. T. Rowe Price’s deployment has helped improve productivity while decreasing risks.
- [Clearwater Enhances Alternative Assets Solution to Tackle $2.5 Trillion Private Credit Market](https://cwan.com/press-releases/cwan-enhances-alternative-assets-solution-to-tackle-2-5-trillion-private-credit-market/)
- [Clearwater Honors Investment Management Leaders with 2025 Excellence Awards](https://cwan.com/press-releases/cwan-honors-investment-management-leaders-with-2025-excellence-awards/)
- [Clearwater and U.S. Bank Launch Compliance Solution for Government Clients ](https://cwan.com/press-releases/cwan-and-u-s-bank-launch-compliance-solution-for-government-clients/)
- [Agile Investment Management Selects Clearwater for Integrated Risk and Performance Analytics](https://cwan.com/press-releases/agile-investment-management-selects-cwan-for-integrated-risk-and-performance-analytics/)
- [Clearwater Announces $100 Million Share Repurchase Program ](https://cwan.com/press-releases/cwan-announces-100-million-share-repurchase-program/)
- [Clearwater to Host Investor Day on September 3, 2025](https://cwan.com/press-releases/cwan-to-host-investor-day-on-september-3-2025/)
- [Clearwater Analytics Announces Second Quarter 2025 Financial Results](https://cwan.com/press-releases/clearwater-analytics-announces-second-quarter-2025-financial-results/)
- [Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation](https://cwan.com/press-releases/clearwater-analytics-announces-new-board-members-to-accelerate-international-growth-and-innovation/)
- [Clearwater Analytics Expands Solutions for Prosperity to Support Growing Mortgage Portfolio](https://cwan.com/press-releases/clearwater-analytics-expands-solutions-for-prosperity-to-support-growing-mortgage-portfolio/)
- [Smart Wealth Asset Management AG Expands Trading Infrastructure through Strategic Integration with IG Prime and Enfusion from Clearwater Analytics](https://cwan.com/press-releases/smart-wealth-asset-management-ag-expands-trading-infrastructure-through-strategic-integration-with-ig-prime-and-enfusion-from-clearwater-analytics/)
- [Clearwater Analytics to Announce Second Quarter 2025 Financial Results on August 6, 2025](https://cwan.com/press-releases/clearwater-analytics-to-announce-second-quarter-2025-financial-results-on-august-6-2025/)
- [Clearwater Analytics to Host 2nd Investor Day and to Participate in Upcoming Investor Conferences in Third Quarter 2025](https://cwan.com/press-releases/clearwater-analytics-to-host-2nd-investor-day-and-to-participate-in-upcoming-investor-conferences-in-third-quarter-2025/)
- [McCormick & Company Selects Clearwater Analytics to Optimize Short-Term Capital Strategy](https://cwan.com/press-releases/mccormick-company-selects-clearwater-analytics-to-optimize-short-term-capital-strategy/)
- [Clearwater Analytics Bolsters Insurance Leadership to Enhance Global Delivery and Investment Operations](https://cwan.com/press-releases/clearwater-analytics-bolsters-insurance-leadership-to-enhance-global-delivery-and-investment-operations/)

## Clients
- [Ellida Alpha Machines Program: Built for Scale from Day One](https://cwan.com/client-stories/ellida-alpha-machines-program-built-for-scale-from-day-one/): When the team behind Ellida Alpha Machines prepared to launch in 2025, they built on a single front-to-back platform from day one.
- [Welton Investment Partners Streamlines Global Multi-Strategy Operations with Enfusion by Clearwater](https://cwan.com/client-stories/welton-investment-partners-streamlines-global-multi-strategy-operations-with-enfusion-by-cwan/): Running five systematic strategies across global markets means processing 40,000+ transactions a month - across cash equities, futures, FX forwards, options, T-bills, and more.
- [Gillson Capital Accelerates Scalable Growth with Flexible Portfolio & SMA Management](https://cwan.com/client-stories/gillson-capital-accelerates-scalable-growth-with-flexible-portfolio-sma-management/): How a factor‑driven hedge fund modernized operations and unlocked real‑time reporting with Enfusion by CWAN.
- [Transforming energy risk management for a renewable power provider](https://cwan.com/client-stories/transforming-energy-risk-management-for-a-renewable-power-provider/): Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.
- [Real-time risk: Improving margins, reducing risk, and providing data transparency](https://cwan.com/client-stories/real-time-risk-improving-margins-reducing-risk-and-providing-data-transparency/): This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.
- [Caledonia Investments: A Faster, Smarter Edge with Data](https://cwan.com/client-stories/caledonia-investments-a-faster-smarter-edge-with-data/): With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
- [Ten Cap, an Australian investment manager, chooses Enfusion by Clearwater to streamline operations and strengthen compliance](https://cwan.com/client-stories/ten-cap/): Discover how Ten Cap, an Australian investment manager, transformed its operational efficiency and compliance management by partnering with Enfusion by Clearwater.
- [Portfolio optimization: A case study in systematic security selection.](https://cwan.com/client-stories/portfolio-optimization-a-case-study-in-systematic-security-selection/): Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.
- [Saving hours at period-end](https://cwan.com/client-stories/urban-outfitters-saving-hours-at-period-end/): Urban Outfitters is a multinational lifestyle retailer with more than $360 million in assets under management.
- [T. Rowe Price | Powers stable value investment operations with Clearwater Analytics](https://cwan.com/client-stories/trowe-price-client-success-stable-value/): Clearwater for Stable Value is the technology that will allow us to advance our stable value fund operations and support our continued business growth.
- [State of Florida | Bringing internal and external books into a single view](https://cwan.com/client-stories/the-state-of-florida-chooses-clearwater-to-easily-bring-internal-and-external-books-into-a-single-view/)
- [Security Mutual Group | Selects Clearwater to drive improved returns and reduced risk](https://cwan.com/client-stories/security-mutual-group-selects-clearwater-to-drive-improved-returns-and-reduced-risk/): Security Mutual chose Clearwater to enhance performance attribution, risk analysis, and decision-making capabilities to drive improved returns and reduced risk.
- [Saving time at the month-end close with daily, automated processes](https://cwan.com/client-stories/sagicor-life-insurance-company-saving-time-at-the-month-end-close-with-daily-automated-processes/): Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.
- [RiverStone International goes live on Clearwater in remarkable four months](https://cwan.com/client-stories/riverstone-international/): RiverStone International is using Clearwater to automate and streamline its data consolidation, investment accounting, trade reconciliation, and reporting processes.
- [Pool Re | Partners with Clearwater Analytics to support its investment accounting and reporting processes](https://cwan.com/client-stories/pool-re-partners-with-clearwater/): Pool Re will transition from a custodian-based model to Clearwater’s market-leading investment accounting and reporting platform.
- [PepGen | Navigating an ever-changing interest rate environment with confidence](https://cwan.com/client-stories/pepgen-clearwater-investment-benchmarking-data/): Learn how Clearwater provides PepGen with detailed insights enabling data-driven decisions that align with industry best practices.
- [Saving time with automated mark-to-market adjustments](https://cwan.com/client-stories/palm-beach-county-saving-time-with-automated-mark-to-market-adjustments/): Palm Beach County partnered with Clearwater to automate investment accounting processes and solve challenges around posting mark-to-market adjustments.
- [NorthStandard embraces Clearwater to gain comprehensive view of investment portfolios following M&A expansion](https://cwan.com/client-stories/northstandard/): NorthStandard is one of the leading providers of global marine insurance products and services across the maritime industries that uses the Clearwater solution.
- [Custom reporting for portfolio transparency](https://cwan.com/client-stories/new-mexico-finance-authority-custom-reporting-for-portfolio-transparency/): New Mexico Finance Authority has a portfolio of more than $600 million in AUM. The portfolio includes U.S. government debt, money market funds, and more.
- [MSIG Singapore | Modern software to power investment reporting operations](https://cwan.com/client-stories/msig-singapore-software-investment-reporting-operations/): MSIG Singapore selected Clearwater Analytics to power its investment data management, portfolio analytics, and investment reporting operations.
- [Montaigne Capital revolutionizes efficiency and client service with automated externally managed solution](https://cwan.com/client-stories/montaigne-capital-revolutionizes-efficiency-and-client-service-with-automated-externally-managed-solution/): Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.
- [Keeping up with rapid LP growth and regulatory requirements](https://cwan.com/client-stories/midwestern-university/): Midwestern University is dedicated to providing academic programs that prepare skilled and dedicated healthcare workers to meet the growing needs of society.
- [Consolidated and integrated data for in-depth portfolio transparency](https://cwan.com/client-stories/mercury-insurance-consolidated-and-integrated-data-for-in-depth-portfolio-transparency/): Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).
- [M&G Investments | Scales and drives growth with Clearwater PRISM](https://cwan.com/client-stories/mandg-investments-selects-prism/): M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
- [Using Clearwater’s reporting to proactively support client investment reporting requirements](https://cwan.com/client-stories/london-capital-using-clearwaters-reporting-to-proactively-adapt-to-regulatory-changes/): London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.
- [Proactive updates and industry expertise](https://cwan.com/client-stories/knights-of-columbus-proactive-updates-and-industry-expertise/): The Knights of Columbus is a Catholic fraternal service with more than two million global members. They have an investment portfolio of $22 billion in AUM.
- [An integrated platform to power cutting-edge multi-asset trading](https://cwan.com/client-stories/jp-morgan-asset-managementan-integrated-platform-to-power-cutting-edge-multi-asset-trading/): J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs.
- [Using automation to eliminate manual investment accounting processes](https://cwan.com/client-stories/jackson-county-oregon-using-automation-to-eliminate-manual-investment-accounting-processes/): Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, bonds, and more.
- [Taking back the workday and spending more time making strategic investment decisions](https://cwan.com/client-stories/intuitive-surgical-taking-back-the-workday-and-spending-more-time-making-strategic-investment-decisions/): Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.
- [Industrial Alliance Portfolio Management | Chooses Clearwater’s risk and performance reporting to gain competitive edge](https://cwan.com/client-stories/industrial-alliance-portfolio-management/): Industrial Alliance Portfolio Management’s (IAPM) selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.
- [Saving time and resources with automated FAS reporting](https://cwan.com/client-stories/halyard-asset-management-saving-time-and-resources-with-automated-fas-reporting/): Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.
- [Groupama Gan Vie (GGVie) chose Clearwater for a comprehensive solution to strengthen unit-linked insurance position](https://cwan.com/client-stories/groupama-gan-vie-ggvie-chose-clearwater-for-a-comprehensive-solution-to-strengthen-unit-linked-insurance-position/): The Groupama Group's sole personal insurance subsidiary, with 4.8 billion euros in turnover in 2022, Groupama Gan Vie designs, underwrites, and manages life and health insurance contracts, including savings, retirement, protection, and health, marketed by the Group's five distribution networks.
- [Saving time throughout the investment accounting process](https://cwan.com/client-stories/greater-houston-community-foundation/): With Clearwater, Greater Houston Community Foundation has found significant time savings throughout their investment accounting processes.
- [Gaining a detailed and consolidated view across all investments](https://cwan.com/client-stories/garmin/): With Clearwater, Garmin has access to a detailed and consolidated view of all their investments at any time.
- [Franklin Templeton | Clearwater for stable value to drive growth and accelerate stable value fund management](https://cwan.com/client-stories/franklin-templeton/): Clearwater for Stable Value will provide Franklin Templeton with scalable investment technology, daily portfolio insights, and stable value-specific capabilities.
- [France Active | Boosts transparency, French GAAP compliance, and overall investment oversight](https://cwan.com/client-stories/france-active-live-on-clearwater-platform/): France Active went live on the Clearwater platform to simplify their investment accounting operations and centralize their accounting book of record.
- [Erste Asset Management | Clearwater PRISM to increase asset flows and strengthen client service](https://cwan.com/client-stories/erste-asset-management-clearwater-prism/): Erste Asset Management chose Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process.
- [Automation, integration saves time and solve challenges](https://cwan.com/client-stories/delphi-financial-group/): Delphi Financial Group faced unique challenges managing a complex global portfolio across several legal entities and also wanted to reduce manual labor.
- [$30 million revenue increase assisted by modern technology](https://cwan.com/client-stories/city-of-chicago/): Clearwater’s automated data aggregation and reconciliation enabled the City of Chicago's Treasurer’s office to increase their revenue by $30 million.
- [Making accounting and reporting processes more efficient](https://cwan.com/client-stories/city-of-albuquerque/): With Clearwater, the City of Albuquerque has consolidated and up-to-date investment and accounting data on one integrated platform.
- [A true SaaS solution for real estate investment trusts](https://cwan.com/client-stories/chimera-investment-corporation-a-true-saas-solution-for-real-estate-investment-trusts/): The Clearwater solution provides Chimera with automated investment data management, accounting, reporting, and analytics.
- [Reducing monthly close time by 8 business days](https://cwan.com/client-stories/chesapeake-employers-insurance-company-reducing-monthly-close-time-by-8-business-days/): Chesapeake Employers’ Insurance Company is a Maryland-based insurance company specializing in worker’s compensation.
- [A streamlined, integrated investment accounting process and faster month-end close](https://cwan.com/client-stories/catalina-holdings/): Catalina, a Bermuda based group, acquires and manages non-life insurance and reinsurance companies and portfolios in run-off.
- [A full-lifecycle solution to administer first mutual fund domiciled in the Caribbean](https://cwan.com/client-stories/bank-of-saint-lucia-caribbean-mutual-fund/): Bank of Lucia relies on Clearwater’s solution for managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.
- [AXA XL | Partnering with one of the world’s largest property and casualty re/insurers](https://cwan.com/client-stories/axa-xl-partnering-with-clearwater/): M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
- [A comprehensive solution for investment accounting operations and regulatory reporting](https://cwan.com/client-stories/aviva-standardizing-investment-accounting-reporting-operations/): Aviva is a global provider of insurance, wealth and retirement businesses that uses the Clearwater platform for investment accounting operations.
- [Aggregated portfolio view across multiple custodians and managers](https://cwan.com/client-stories/autodesk-aggregated-portfolio-view-across-multiple-custodians-and-managers/): Autodesk is a multinational software company with an investment portfolio of more than $2 billion in AUM.
- [Integrated compliance monitoring across all portfolios](https://cwan.com/client-stories/atara-integrated-compliance-monitoring-across-all-portfolios/): With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts.
- [Arlington County Treasurer’s Office Case Study](https://cwan.com/client-stories/arlington-county-treasurers-office-becoming-a-growth-enabler-by-using-modern-technology/): The Arlington County Treasurer’s Office serves a world-class urban community of residential and commercial neighborhoods that support a diverse population.
- [Powerful technology for complex assets and account for mortgage-backed securities](https://cwan.com/client-stories/arkansas-treasurer-of-state-powerful-technology-for-complex-assets-and-account-for-mortgage-backed-securities/): The Arkansas Treasurer of State handles deposits and accounts from various sources, including state agencies, boards, and commissions.

CWAN, formerly known as Clearwater Analytics is a leading provider of an integrated technology platform for institutional investors across global public and private markets. The platform is designed to automate and streamline the entire investment lifecycle, including portfolio management, trading, investment accounting, reconciliation, regulatory reporting, and risk analytics.