cwan.com

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# CWAN

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

## Posts
- [Market brief | Upside/downside: The portfolio implications of an oil shock](https://cwan.com/resources/blog/market-brief-upside-downside-the-portfolio-implications-of-an-oil-shock/): In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.
- [Clearwater Connect 2026](https://cwan.com/resources/events/connect-2026/): Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.
- [Private Credit in Institutional Portfolios: From Allocation to Operational Reality](https://cwan.com/resources/events/private-credit-in-institutional-portfolios-from-allocation-to-operational-reality/): Private credit has become a key component of institutional portfolios, offering diversification and income potential. As allocations increase, firms must also address the operational, accounting, and reporting realities that come with managing these investments.
- [Introducing Beacon Intelligence AI Assistant: turning risk models into live conversations](https://cwan.com/resources/blog/introducing-beacon-intelligence-ai-assistant-turning-risk-models-into-live-conversations/): As markets speed up and uncertainties multiply, end-of-day risk reports no longer cut it. Risk management is now an ongoing dialogue throughout the day. Beacon AI agents are the first step from static analytics to interactive intelligence, adding a new voice to the risk conversation as AI grows into a holistic and collaborative approach with traders, quants, and analysts.
- [Connect Bermuda 2026](https://cwan.com/resources/events/connect-2026-bermuda/): Clearwater’s premier gathering for finance and investment leaders across
Bermuda’s dynamic insurance and reinsurance ecosystem.
- [Market brief | US insurers holler for a dollar](https://cwan.com/resources/blog/market-brief-us-insurers-holler-for-a-dollar/): As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.
- [Building for what’s next: An Interview on the forces reshaping the energy market](https://cwan.com/resources/blog/building-for-whats-next-an-interview-on-the-forces-reshaping-the-energy-market/): From our experience working with these markets there are two essential ways that Beacon by CWAN boosts risk management for power and gas trading: live risk monitoring and cloud-native scalability.
- [What Hedge Fund COOs actually look for in technology partners](https://cwan.com/resources/blog/what-hedge-fund-coos-actually-look-for-in-technology-partners/): Key insights from hedge fund COOs on vendor selection and operational resilience at HFM Emerging Managers Summit 2026
- [Market brief | What an epic run for equities has meant for portfolio strategies](https://cwan.com/resources/blog/market-brief-what-an-epic-run-for-equities-has-meant-for-portfolio-strategies/): As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.
- [APAC’s small insurers struggle with reporting requirements while large insurers position for future regs](https://cwan.com/resources/blog/apacs-small-insurers-struggle-with-reporting-requirements-while-large-insurers-position-for-future-regs/): Regulatory compliance has become a defining factor in how APAC’s insurers allocate resources, invest in technology, and prepare for long-term growth.
- [Fact Sheet: Beacon by CWAN Power & Gas](https://cwan.com/resources/brochures/fact-sheet-beacon-by-cwan-power-gas/): Launching power and gas trading operations often means configuring systems, manually creating complex asset data models, integrating market data, and building workflows before executing a single trade. Setup delays cost time and tie up valuable resources.
- [From Data Management to Drinks](https://cwan.com/resources/events/from-data-management-to-drinks/): Exchange perspectives and continue the discussion around front-to-back investment operations across public and private assets. You’ll have the opportunity to connect with Clearwater leadership and fellow industry professionals in a relaxed, off-agenda setting built for real conversation.
- [APAC insurers riding the consolidation wave](https://cwan.com/resources/blog/apac-insurers-riding-the-consolidation-wave/): Our new research points to an overwhelming expectation of increased M&A activity among APAC’s insurers over the next three years. Almost all (96%) of insurance asset management executives at firms with total assets under management of $3.823 trillion predict a rise in domestic dealmaking, with 15% anticipating a dramatic increase.
- [How A Transparent Risk Platform Enables Smarter Energy Trading](https://cwan.com/resources/on-demand-webinars/webinar-how-a-transparent-risk-platform-enables-smarter-energy-trading/): Join us for a 30-minute webinar to see how Beacon by CWAN Power & Gas enables energy trading firms to deploy sophisticated energy risk management strategies. This webinar will include an in-depth product walkthrough with real use cases and scenarios.
- [The new dynamics redefining energy trading](https://cwan.com/resources/blog/the-new-dynamics-redefining-energy-trading/): The need for dynamic pricing and real-time valuations are transforming energy markets. As volatility and exotic instruments rise, traders need transparent risk management and cloud-native platforms to deliver speed, scalability, and precision in today’s high-stakes environment. 
- [Technology Modernisation & AI: Strategies for Effective Decision Making](https://cwan.com/resources/events/technology-modernisation-ai-strategies-for-effective-decision-making/): Join us for a focused roundtable on enterprise-wide AI transformation and data modernization.
- [APAC insurers plan to increase private market investments but face significant operational challenges](https://cwan.com/resources/blog/apac-insurers-plan-to-increase-private-market-investments-but-face-significant-operational-challenges/): APAC insurers’ appetites for private markets are set to dwarf those for public markets over the next two years, as investment teams are drawn to diversification benefits and return potential.
- [Clearwater Analytics at InvestOps USA](https://cwan.com/resources/events/clearwater-analytics-at-investops-usa/): CWAN is heading to InvestOps USA this March to connect with investment operations leaders shaping the future of asset management. Join us on site for expert-led discussions on private credit, front-to-back transformation, and how firms are modernizing operating models across public and private assets.
- [Global Alts Miami 2026: Meet Clearwater Analytics](https://cwan.com/resources/events/global-alts-miami-2026/): Connect with our team in Miami to learn how leading institutional investors and asset managers are modernizing investment data, reporting, and operational scale using Clearwater’s single-instance platform.
- [Market brief | What “higher for longer” now looks like for investors](https://cwan.com/resources/blog/market-brief-what-higher-for-longer-now-looks-like-for-investors/): The Research Desk is taking a look at long rates to explore how fixed income portfolios have evolved and where they’re heading in 2026.
- [Fragmented data is one of the biggest barriers for APAC insurers ](https://cwan.com/resources/blog/fragmented-data-is-one-of-the-biggest-barriers-for-apac-insurers/): APAC insurers are racing into private markets, expanding their use of third-party managers, and preparing for an era of rapid consolidation. But beneath the momentum, data integration – or a lack thereof - threatens to slow even the most ambitious investment teams.
- [Market brief | Does an easing Fed mean cash is trash? ](https://cwan.com/resources/blog/does-an-easing-fed-mean-cash-is-trash/): The Research Desk is tackling a simple question to start the year: What’s happening with cash holdings?
- [Webinar | Are Alternatives Still Alternative?](https://cwan.com/resources/on-demand-webinars/webinar-are-alternatives-still-alternative/): Join us as we unpack real-time allocation trends from CWAN’s proprietary dataset and discuss what these shifts mean for insurers navigating today’s evolving market.
- [Legacy tech holding APAC insurers back](https://cwan.com/resources/blog/legacy-tech-holding-apac-insurers-back/): Our new research with executives at APAC insurers responsible for managing a combined $3.823 trillion in assets reveals the challenges firms face in moving from legacy systems, heavily reliant on manual intervention, to seamless automated processes fit for the digital age. 
- [Looking Ahead: The 2026 Insurance Investment Outsourcing Report](https://cwan.com/resources/blog/looking-ahead-the-2026-iior/): For more than a decade, the Insurance Investment Outsourcing Report (IIOR) has served as the industry’s standard directory of insurance-focused investment managers and consultants.
- [Transforming APAC insurers’ risk visibility](https://cwan.com/resources/blog/transforming-apac-insurers-risk-visibility/): Improved risk visibility is critical as organisations increasingly see opportunities in private markets. Making full use of enhanced technology and platforms that can integrate data plays a central role as firms expand the asset classes they invest in, particularly given the regulatory pressures driving technology spending across the APAC region.
- [Beyond Vibe Coding: Software Engineering with AI in Practice](https://cwan.com/resources/blog/beyond-vibe-coding-software-engineering-with-ai-in-practice/): This post goes beyond vibe coding and shows practical ways to work with AI coding agents to produce better-engineered software products in real projects.
- [After a tumultuous 2025, a data-driven look ahead at 2026](https://cwan.com/resources/blog/after-a-tumultuous-2025-a-data-driven-look-ahead-at-2026/): 2025 was another year where doomsayers got it very wrong. After the new White House introduced sweeping tariffs in the spring, many pundits and economists predicted a hard landing for the economy: a melt-up in prices, due to tariffs, and a meltdown in the business environment, as companies grappled with increased costs.
- [For APAC insurers, automation is necessary for investment success](https://cwan.com/resources/blog/for-apac-insurers-automation-is-necessary-for-investment-success/): The APAC insurers we spoke to say they are burdened by manual processes and legacy technology, which are hampering effective moves up the risk curve. The vast majority (85%) of respondents of our APAC Insurance Survey expect the risk profile of their investment portfolios to rise over the next two years.
- [ALM upgrades essential to success for APAC insurers](https://cwan.com/resources/blog/alm-upgrades-essential-to-success-for-apac-insurers/): Our latest APAC Insurance Report found that only 17% of insurers in APAC say their ALM systems can “very easily” cope with diversification and new instruments.
- [Outlook ’26: A data-driven take on an economy that (still) wants to hang on](https://cwan.com/resources/reports/outlook-26-a-data-driven-take-on-an-economy-that-still-wants-to-hang-on/): Explore the evolution of the alternatives market for insurers, drawing on CWAN’s proprietary database to reveal real-time allocation trends. 
- [WEBINAR | CWAN’s 2026 Outlook: Will the US Economy Hang On?](https://cwan.com/resources/on-demand-webinars/webinar-cwans-2026-outlook-will-the-us-economy-hang-on/): Join our economist Matthew Vegari, Head of Research at CWAN, as he challenges common assumptions about this unique business cycle.

## Pages
- [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/)
- [GenAI](https://cwan.com/platform/gen-ai/)
- [Protected: Terms of Use – January 2023](https://cwan.com/terms-of-use-january-2023/)
- [Protected: Terms of Use – January 2024](https://cwan.com/terms-of-use-january-2024/)
- [Protected: Terms of Use – September 2024](https://cwan.com/terms-of-use-september-2024/)

## Press
- [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 CWAN delivers unified portfolio management, order management, and execution capabilities across structured credit
- [CWAN 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: CWAN) (“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/): CWAN 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/): BOISE, Idaho, NEW YORK, NY and LONDON, UK, February 5, 2026 — Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management and TreasurySpring, the global cash investment platform, today announced an integration that connects CWAN’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: CWAN), (“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: CWAN), the most comprehensive technology platform for investment management, announced today that Generali Deutschland AG has selected CWAN’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 : CWAN), la plateforme technologique la plus complète pour la gestion des investissements, a annoncé aujourd'hui que Generali Deutschland AG avait choisi la plateforme CWAN 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: CWAN) gab heute bekannt, dass sich die Generali Deutschland AG für die cloud-native Investmentmanagement-Plattform von CWAN 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/)
- [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: CWAN), 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
- [CWAN 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 CWAN Duration Activity Index (CDAI) reveals how institutional investors are tactically positioning their portfolios ahead of next year
- [CWAN 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: CWAN), 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.
- [CWAN 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/): BOISE, Idaho, CHICAGO, NEW YORK, LONDON and HONG KONG, November 5, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the global deployment of CWAN 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.
- [CWAN Announces Third Quarter 2025 Financial Results](https://cwan.com/press-releases/cwan-announces-third-quarter-2025-financial-results/)
- [CWAN 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 CWAN and Morgan Money® to optimize yield, diversification, and liquidity control for hedge fund clients
- [CWAN 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/): CWAN 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.
- [CWAN 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, CWAN 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.
- [CWAN 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/)
- [CWAN Honors Investment Management Leaders with 2025 Excellence Awards](https://cwan.com/press-releases/cwan-honors-investment-management-leaders-with-2025-excellence-awards/)
- [CWAN 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 CWAN for Integrated Risk and Performance Analytics](https://cwan.com/press-releases/agile-investment-management-selects-cwan-for-integrated-risk-and-performance-analytics/)
- [CWAN Announces $100 Million Share Repurchase Program ](https://cwan.com/press-releases/cwan-announces-100-million-share-repurchase-program/)
- [CWAN 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/)
- [Bloomberg And Clearwater Analytics Partner to Optimize Investment Management Workflows](https://cwan.com/press-releases/bloomberg-and-clearwater-analytics-partner-to-optimize-investment-management-workflows/)
- [Germany’s Largest Public Insurer Versicherungskammer Selects Clearwater Analytics for Scalable Investment Operations](https://cwan.com/press-releases/germanys-largest-public-insurer-versicherungskammer-selects-clearwater-analytics-for-scalable-investment-operations/)
- [Pool Re Selects Clearwater Analytics to Modernize Investment Operations and Risk Management](https://cwan.com/press-releases/pool-re-selects-clearwater-analytics-to-modernize-investment-operations-and-risk-management/): UK’s Terrorism Reinsurer Adopts Clearwater Platform to Streamline Accounting and Elevate Risk Analytics
- [Clearwater Analytics: Insurance Investment Outsourcing Hits Record $4.5 Trillion as Insurers Expand Further into Private Markets](https://cwan.com/press-releases/clearwater-analytics-insurance-investment-outsourcing-hits-record-4-5-trillion-as-insurers-expand-further-into-private-markets/): BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, May 21, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for
- [Norli Liv & Pension Modernizes Investment Operations with Clearwater Analytics](https://cwan.com/press-releases/norli-liv-pension-modernizes-investment-operations-with-clearwater-analytics/): Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform will also support regulatory compliance through automated workflows and robust, audit-ready reporting.
- [Wayne Cooperative Insurance Expands Clearwater Analytics Relationship with Risk and Performance Analytics Suite](https://cwan.com/press-releases/wayne-cooperative-insurance-expands-clearwater-analytics-relationship-with-risk-and-performance-analytics-suite/): Building on their successful use of Clearwater’s core investment accounting and reporting platform, Wayne Cooperative Insurance will now enhance their investment operations with sophisticated risk and performance capabilities. Through advanced scenario simulations, the investment team can assess potential market events, including interest rate shifts, credit spread changes, and foreign exchange volatility, enabling them to identify high-performing securities and explore new asset classes.
- [Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities](https://cwan.com/press-releases/clearwater-analytics-completes-acquisition-of-beacon-deepening-risk-and-modeling-capabilities/): BOISE, NEW YORK, CHICAGO, LONDON and HONG KONG, April 30, 2025 — Clearwater Analytics (NYSE: CWAN) (“Clearwater”), the most comprehensive technology platform
- [Clearwater Analytics Announces First Quarter 2025 Financial Results](https://cwan.com/press-releases/clearwater-analytics-announces-first-quarter-2025-financial-results/): Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year
- [Clearwater Analytics Promotes Key Executives to Accelerate Growth and Operational Excellence](https://cwan.com/press-releases/promoting-key-executives-to-accelerate-growth-and-operational-excellence/): Subi Sethi Elevated to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer
- [Clearwater Analytics Finalizes Acquisition of Enfusion](https://cwan.com/press-releases/clearwater-analytics-finalizes-acquisition-of-enfusion/): Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Execution Across Public and Private Securities
- [Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration](https://cwan.com/press-releases/clearwater-analytics-and-enfusion-announce-preliminary-results-of-election-by-enfusion-shareholders-regarding-form-of-merger-consideration/): Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration
- [Clearwater Analytics to Participate in Upcoming Investor Conferences in Second Quarter 2025](https://cwan.com/press-releases/clearwater-analytics-to-participate-in-upcoming-investor-conferences-in-second-quarter-2025/): BOISE, Idaho, April 16, 2025 – Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of
- [Clearwater Analytics to Announce First Quarter 2025 Financial Results on April 30, 2025](https://cwan.com/press-releases/clearwater-analytics-to-announce-first-quarter-2025-financial-results-on-april-30-2025/): BOISE, Idaho, April 16, 2025 — Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of
- [Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration](https://cwan.com/press-releases/clearwater-analytics-and-enfusion-announce-election-deadline-for-enfusion-shareholders-to-elect-form-of-merger-consideration/): Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration
- [Clearwater Analytics to Acquire Beacon and Blackstone’s Bistro to Deliver Investment Intelligence Across Private Markets](https://cwan.com/press-releases/clearwater-analytics-to-acquire-beacon-and-blackstones-bistro-to-deliver-investment-intelligence-across-private-markets/): Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Execution Across Public and Private Securities
- [Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion](https://cwan.com/press-releases/clearwater-analytics-and-enfusion-announce-expiration-of-hart-scott-rodino-act-waiting-period-for-proposed-acquisition-of-enfusion/): BOISE, Idaho, February 26, 2025 – Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater” or the “Company”), a leading worldwide provider of SaaS-based

## Clients
- [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/)
- [Caledonia Investments: A Faster, Smarter Edge with Data](https://cwan.com/client-stories/caledonia-investments-a-faster-smarter-edge-with-data/): Caledonia Investments enhances decision-making with integrated data solutions.
- [Ten Cap, an Australian investment manager, chooses Enfusion by CWAN 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 CWAN.
- [Portfolio optimization: A case study in systematic security selection.](https://cwan.com/client-stories/portfolio-optimization-a-case-study-in-systematic-security-selection/)
- [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.
- [$30 million revenue increase assisted by modern technology](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.
- [Aegon Asset Management | A successful implementation of Clearwater PRISM for best-in-class client engagement and service](https://cwan.com/client-stories/aegon-asset-management-implements-clearwater/): Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs.
- [ACERA | Clearwater transforms data validation and simplifies total plan reporting](https://cwan.com/client-stories/acera/): The Alameda County Employees’ Retirement Association (ACERA) is the retirement pension plan for public employees in Alameda County, California who work for Alameda County and other agencies.
- [Automated, scalable NAIC, Schedule D, and book-of-record reporting](https://cwan.com/client-stories/aam/): AAM provides insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.
- [Seamless all-in-one solution powers Sigmoid’s Pan-Asian fund](https://cwan.com/client-stories/seamless-all-in-one-solution-powers-sigmoids-pan-asian-fund/): Learn why Sigmoid chose Enfusion as their ideal solution for trading and managing Asian equities and swaps, and their partner with local support and global expertise.

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.