Investment Accounting and Reporting Research

Clearwater is an investment accounting and reporting thought leader. We prepare our own industry 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 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.