Top Sites>Unified Front-to-Back Investment Management Platform | CWAN

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# CWAN

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

## Posts
- [Stealth Risks Insurers Aren’t Pricing In](https://cwan.com/resources/blog/stealth-risks-insurers-arent-pricing-in/): The stealth risks building inside APAC insurance portfolios are not inevitable. They are the predictable result of growing faster than the infrastructure can support, and they are addressable for firms willing to treat operational capability as a strategic priority rather than an administrative one.
- [TSAM London 2026: What Buy-Side Leaders Were Saying About Data, AI, and the Operational Gap](https://cwan.com/resources/blog/tsam-london-2026-what-buy-side-leaders-were-saying-about-data-ai-and-the-operational-gap/): TSAM London returned to the Business Design Centre on April 13-14, bringing together senior buy-side leaders for two days of conversation on the forces reshaping asset management. 
- [Launching a Hedge Fund in 2026: The Technology Stack You Actually Need ](https://cwan.com/resources/blog/launching-a-hedge-fund-in-2026-the-technology-stack-you-actually-need/): Here’s what we’ve learned about what actually matters in year one of launching a hedge fund, and what will matter in years three, five, and ten.
- [Evolving equity risk factor models for today’s markets](https://cwan.com/resources/blog/evolving-equity-risk-factor-models-for-todays-markets/): Discover how the Clearwater GR8 equity risk factor model improves portfolio risk attribution with new factors for crowding, drawdown, and payout. Built for quantamental strategies and institutional asset management.
- [Korean Hedge Fund Managers Accelerate Growth and Innovation with Enfusion by CWAN](https://cwan.com/resources/blog/korean-hedge-fund-managers-accelerate-growth-and-innovation-with-enfusion-by-cwan/): The KOSPI has risen into record territory above 4,200 in 2025, establishing Korea as one of the strongest-performing major equity markets globally.
- [GR8 Equity Risk Factor Model: A new approach to factor risk management](https://cwan.com/resources/reports/introducing-gr8-equity-risk-factor-model-a-new-approach-to-factor-risk-management/): The investment management industry has long relied on risk factor models to navigate the complexity of global equity markets. But in recent years portfolio strategies have become more sophisticated, market structures have shifted, and the line between passive and active management has blurred. Against that backdrop, the limitations of any static model framework have become increasingly apparent.
- [A rough Q1 for investors and a tough outlook for the economy](https://cwan.com/resources/market-brief/a-rough-q1-for-investors-and-a-tough-outlook-for-the-economy/): As the military campaign against Iran unfolds, high oil prices threaten this late-stage cycle to the greatest degree in years. The specter of higher inflation, propelled by an energy shock, has rattled markets. Portfolios endured a rough Q1, as stocks and fixed income repriced for lower profitability and higher rates. In this market brief, the first of its kind, we leverage Clearwater’s proprietary database and take a detailed look at returns year-to-date to see what’s dragging performance for private wealth investors and nonprofits.
- [A whirlwind Q1 for insurers](https://cwan.com/resources/market-brief/a-whirlwind-q1-for-insurers/): Portfolios endured a rough Q1, as stocks and fixed income repriced for lower profitability and higher rates. In this market brief, the first of its kind, we leverage Clearwater’s proprietary database and take a detailed look at returns year-to-date to see what’s influencing performance for insurers.
- [Clearwater Consultant Forum New York](https://cwan.com/resources/events/clearwater-consultant-forum-new-york/): 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 Consultant Forum London](https://cwan.com/resources/events/clearwater-consultant-forum-london/): 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.
- [Your Investment Book of Record Was Built for a Different Era. Is It Still the Right Fit?  ](https://cwan.com/resources/blog/your-investment-book-of-record-was-built-for-a-different-era/): This article is not an argument to rip and replace. It’s an honest look at what the market has changed, what modern platforms now offer that older ones structurally cannot, and how to evaluate whether your current setup is still the right fit for where your business is going.
- [Beyond the surface: The science and strategy of modern Risk Factor Modeling](https://cwan.com/resources/events/beyond-the-surface-the-science-and-strategy-of-modern-risk-factor-modeling/): Join us for an educational deep dive into the “what, why, and how” of modern risk factor modeling, along with an open dialogue with practitioners and executives. This event is hosted by PRMIA (Professional Risk Managers’​ International Association).
- [The Economy Endured One Energy Shock. It Can’t Do It Again.](https://cwan.com/resources/blog/the-economy-endured-one-energy-shock-it-cant-do-it-again/): Can the U.S. economy skirt recession again?
- [Private Credit: Navigating Growth and Complexity](https://cwan.com/resources/on-demand-webinars/private-credit-navigating-growth-and-complexity/): Institutional allocators are pursuing a more nuanced and diversified approach to private credit investing today.
- [Before You Scale AI, Fix the Data](https://cwan.com/resources/blog/before-you-scale-ai-fix-the-data/): Key insights from the “What Does a Strong Data & AI Strategy Look Like for Hedge Funds and Asset Managers in 2026?” breakfast briefing panel discussion
- [Live With HSBC Asset Management: Cash Strategies in a Volatile Rate Environment](https://cwan.com/resources/market-brief/live-with-hsbc-asset-management-strategies-in-a-volatile-rate-environment/): With inflation, interest rates, and the U.S. economic outlook all in flux, corporate and government investors are rethinking how to position cash and short-duration portfolios. Shifting Fed expectations and energy market uncertainty are raising critical questions around duration, allocation, and liquidity strategy.
- [Live Market Briefing: Energy Shock — Stress Testing the Economy and Benchmarking Q1 Performance](https://cwan.com/resources/on-demand-webinars/live-market-briefing-energy-shock-stress-testing-a-resilient-us-economy/): Join Matthew Vegari, Clearwater’s Head of Research, for a concentrated 30-minute session on the macroeconomic outlook. Analysis will follow the upcoming March jobs report and assess portfolio performance through the end of the first quarter.
- [Complexity and volatility driving the need for agile energy risk management technology](https://cwan.com/resources/infographic/complexity-and-volatility-driving-the-need-for-agile-energy-risk-management-technology/): In Q4 2025, CWAN interviewed 100 executives and senior energy and commodity traders, quants, and analysts at specialist trading firms, hedge funds, fund managers, and investment banks across North America and Europe, representing firms responsible for $1.4 trillion in total capital allocated or tradable assets under management.
- [From the floor at InvestOps 2026: “Good tools are table stakes…trusted data is the differentiator”](https://cwan.com/resources/blog/from-the-floor-at-investops-2026-good-tools-are-table-stakes-trusted-data-is-the-differentiator/): InvestOps attendees described a set of problems that will sound familiar to anyone running investment operations today. Validating data across systems that should agree but don't. Accessing historical records back to inception for transparency requests and audits. Spending hours on manual cleanup before any downstream work can begin.
- [Is your OMS holding you back? A hedge fund manager’s guide to OMS replacement.](https://cwan.com/resources/blog/is-your-oms-holding-you-back-a-hedge-fund-managers-guide-to-oms-replacement/): Many legacy OMS platforms were built when equity-centric strategies dominated the hedge fund landscape. As strategies have evolved to include meaningful fixed income, FX, swaps, options, futures, and structured products, those platforms have struggled to keep pace.
- [Reimagining Risk: Modernisation Strategies for Insurance Leaders](https://cwan.com/resources/events/reimagining-risk-modernisation-strategies-for-insurance-leaders/): Step into a high-impact, insight-rich roundtable designed for insurance leaders transforming how their organisations understand, measure, and manage risk.
- [What the FTF-Navigating the New Liquidity Frontier](https://cwan.com/resources/events/what-the-ftf-navigating-the-new-liquidity-frontier/): Join TreasurySpring and CWAN for an intimate breakfast briefing on June 10 at Pan Pacific. We will move beyond traditional cash products to explore how organisations with surplus liquidity are leveraging the Repo market and digitised treasury workflows.
- [Cash strategies and a reluctant-to-cut Fed](https://cwan.com/resources/market-brief/cash-strategies-and-a-reluctant-to-cut-fed/): In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.
- [Still running your fund on Excel? Here’s what it’s actually costing you](https://cwan.com/resources/blog/still-running-your-fund-on-excel-heres-what-its-actually-costing-you/): The cost of running a multi-fund, multi-asset book of record in Excel is much more expensive than investment teams realize. If your book of record lives in a spreadsheet, your book of record lives in a single point of failure.
- [Scaling architecture diagramming with parallel agents and feedback-driven prompting](https://cwan.com/resources/blog/scaling-architecture-diagramming-with-parallel-agents-and-feedback-driven-prompting/): With the recent marriage of generative AI tools and software development, tasks that required significant manual effort are increasingly automated — enabling teams to shift their focus from repetitive implementation to higher-order design, architecture, and innovation.
- [Clearwater Analytics & The Drawdown: From fragmented data to investor confidence](https://cwan.com/resources/on-demand-webinars/clearwater-analytics-the-drawdown-from-fragmented-data-to-investor-confidence/): As the lines between public and private markets continue to blur, leaders are facing a familiar foe: fragmented data. When systems don’t talk to one another, the resulting manual workarounds and data gaps do more than just waste time—they create genuine risk in valuation and oversight.
- [Agents, workflows, and tokens: Orchestrating intelligence at scale](https://cwan.com/resources/blog/agents-workflows-and-tokens-orchestrating-intelligence-at-scale/): Effectively adding AI trading technology to your risk conversations requires more than just a single agent operating as your AI Assistant. An effective AI team is made up of a variety of specialized agents that work together, designed, controlled and orchestrated by their human leader to tackle the multi-step and multi-role activities that are part of real-life trading and portfolio management.
- [CWAN at Future Alpha 2026](https://cwan.com/resources/events/cwan-at-future-alpha-2026/): risk and performance, quants, hedge funds, asset managers, portfolio managers,
- [Upside/downside: The portfolio implications of an oil shock](https://cwan.com/resources/market-brief/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.
- [Unlocking Private Credit in Institutional Portfolios: From Allocation to Operational Reality](https://cwan.com/resources/on-demand-webinars/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.

## Pages
- [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/)
- [GenAI](https://cwan.com/platform/gen-ai/)

## Press
- [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: CWAN), (“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 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/): Clearwater Analytics, 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/): Clearwater Analytics, the most comprehensive technology platform for investment management, today announced breakthrough embedded agentic AI capabilities within Beacon by CWAN, 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: 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/): Clearwater Analytics, 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/): Bloomberg and Clearwater Analytics today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering.
- [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

## Clients
- [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 CWAN 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 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/): 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.
- [$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.

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.