Investment Accounting and Reporting Research

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

Why Insurance Investment & Accounting Teams Trust SaaS Solutions

How SaaS Provides the Most Reliable, Timely, and Detailed Investment Accounting and Reporting Data

The 2015 Clearwater Insurance Investment Benchmark Survey included questions on how investment and accounting teams wrangle their investment information, and their ideal solutions for accessible, accurate, and detailed data. This paper analyzes the surprising trends in survey responses, and examines what insurers can learn from new technologies and processes.

As part of The Insurance Investment Benchmark Survey Analysis Series, this paper adds additional perspective for investment and accounting teams to compare their processes to their peers’.

CFO Key Challenges & Predictions

How Insurance CFOs Succeed in the Unpredictable Investment Environment

The 2015 Clearwater Insurance Investment Benchmark Survey included questions on CFOs’ day-to-day challenges, long-term concerns, and overall predictions for the insurance investment industry. This analysis piece examines trends in their responses, and provides perspectives on how CFOs can proactively overcome industry prevalent issues.

As part of The Insurance Investment Benchmark Survey Analysis Series, this analysis adds additional perspective for CFOs to compare their processes to their peers. Read another paper from the series, The Persistence of Manual Processes, here.

The Persistence of Manual Processes

How Outdated Systems and Processes Hinder Efficiency

The Persistence of Manual Processes explores results from Clearwater’s comprehensive benchmarking survey of the insurance investment industry. This analysis piece examines survey data revealing that manual investment accounting and reporting processes are still widely used by insurers, and provides perspective on how and why these outdated methods are inefficient and often risky.

As part of The Insurance Investment Benchmark Survey Analysis Series, this analysis adds additional perspective for CFOs to compare their processes to their peers. Read another paper from the series, CFO Key Challenges & Predictions, here.

Insurance Risk & Operations, Europe 2016

Conducted by Clearwater

The Insurance Risk & Operations, Europe 2016 report, published by Clear Path Analysis, features in-depth research about the challenges of Solvency II and its impact on EU insurers. Clearwater’s Georgina Patten contributes her perspective on how insurers are handling the challenges associated with the implementation of Solvency II, the unexpected risks and challenges that have emerged, and which accounting tools are—and aren’t—working to help meet insurers’ emerging needs.

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 Insurance Benchmark Survey Report

Conducted by Clearwater

Over 400 insurance professionals participated in the survey, with a balance of CIOs, CFOs, financial analysts, and accounting professionals from a broad range of U.S. insurers. The report is packed with insightful data about the current investment and regulatory environment, data management and operations, performance tracking, reporting, risk analytics, and investment policy compliance monitoring.

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.