Investment Accounting and Reporting Research

Clearwater is an investment accounting and reporting thought leader. We prepare our own asset management trend reports, commission studies with leading third-party research organizations, and conduct annual benchmark surveys to explore and understand the challenges and topics driving today’s investment accounting and reporting trends. Preview research papers and reports below, and download the full version to learn more.

The 2015 Insurance Investment Benchmark Survey Report

Conducted by Clearwater

With over 400 survey respondents, including CFOs, CIOs, controllers, accountants, and other key investment and reporting staff, Clearwater’s 2015 Insurance Investment Benchmark Survey Report provides insurers with detailed, insightful benchmarking data they need to assess where they stand relative to their peers. The report also helps readers evaluate and understand the current investment environment, investment allocation strategies, key operational processes, and satisfaction with current investment and accounting systems.

The 2014 Corporate Benchmark Survey Report

Conducted by Clearwater

Over 400 corporate treasury and accounting professionals participated in the survey, with a balance of CFOs, treasurers, controllers, accountants, and other professionals from a broad range of U.S. companies. The report is packed with insightful data about the current investment and regulatory environment, current and planned asset allocation trends, portfolio management techniques—including the use of external asset managers, resources, and staffing levels—and overall data management and operations processes for investment accounting and performance reporting.

Insurance Asset Management,
North America 2014

How can insurers balance capital preservation and yield-seeking strategies in an uncertain rate environment? Can investment reporting keep up with investment teams’ appetites for non-traditional asset types? How can insurers leverage modern technology to bridge the gap between their own systems and the systems of their asset managers? Can outsourcing be a successful operational strategy for investment accounting and reporting? The “Insurance Asset Management, North America 2014” report, published by Clear Path Analysis, explores these questions and more. It features expert interviews and debates with Clearwater Analytics and industry practitioners.