Investment Accounting and Reporting White Papers and Guides

Our white papers and best practices guides offer an expert view into the intricacies and challenges of investment portfolio accounting, reporting, and analytics for insurers. Each paper or guide provides useful, actionable information your teams can use to improve investment accounting and reporting at your company.

Preview each Clearwater guide below, and download the full version to learn more.

NAIC Fall 2013 NATIONAL MEETING UPDATE

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) held its Fall 2013 National Meeting from December 15-18, 2013, in Washington, D.C. Clearwater is dedicated to staying up-to-date on the latest accounting guidance and standards updates, and sent multiple representatives to the meeting to track NAIC changes and progress.

This paper provides a comprehensive overview of the most recent updates that pertain to accounting for your investment portfolio and filing your quarterly and annual investment schedules with the NAIC.

NAIC SUMMER 2013 NATIONAL MEETING UPDATE

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) held its Summer 2013 National Meeting from August 23-27, 2013, in Indianapolis, Indiana. Clearwater is dedicated to staying up-to-date on the latest accounting guidance and standards updates, and sent multiple representatives to the meeting to track NAIC changes and progress.

This paper provides a comprehensive overview of the most recent updates that pertain to accounting for your investment portfolio and filing your quarterly and annual investment schedules with the NAIC.

THE ADVANTAGES OF MODERNIZING INVESTMENT ACCOUNTING AND REPORTING

E-BOOK

This e-Book highlights a fresh approach to investment portfolio accounting and compliance, risk and performance reporting and analysis – one that centers on using a Software-as-a-Service model as the new industry standard.

It provides a compilation of articles focused on the challenges insurers face with regard to investment portfolio accounting and reporting, and a discussion of the advantages of an outsourced solution. It also features short case studies highlighting insurers who have outsourced investment accounting and reporting, and realized dramatic improvements.

FOUR IMPERATIVES FOR ESTABLISHING INVESTMENT ACCOUNTING AND REPORTING BEST PRACTICES

BEST PRACTICES GUIDE

Establishing and implementing a framework for investment accounting and reporting best practices not only helps to alleviate the pressures associated with operating in a volatile market, it provides companies with a logical means of protecting their solvency.

This guide outlines four imperatives that accounting and finance professionals should adopt in order to have a consolidated, transparent view of their portfolio.

NAIC SPRING 2013 NATIONAL MEETING UPDATE

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) held its Spring 2013 National Meeting from April 6-9, 2013, in Houston, TX. In order to stay up-to-date on the latest accounting guidance and standards updates, Clearwater sent multiple representatives to the meeting to track NAIC changes and progress. This report provides a comprehensive overview of the most recent updates that pertain to accounting for your investment portfolio and filing your quarterly and annual investment schedules with the NAIC.

NAIC FALL 2012 NATIONAL MEETING UPDATE

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) held its Fall 2012 National Meeting from November 29– December 2, 2012, in Washington, D.C. Clearwater is dedicated to staying up-to-date on the latest accounting guidance and standards updates, and sent multiple representatives to the meeting to track changes and progress. This report provides a comprehensive overview of the most recent updates that pertain to accounting for your investment portfolio and filing your quarterly and annual investment schedules with the NAIC.

REPORTING TO THE BOARDROOM: RECENT TRENDS IN INVESTMENT REPORTING

BEST PRACTICES WHITE PAPER

The investment reporting environment has always been complex. The financial crisis of 2008 and recent accounting developments have only made it more so, calling for new system solutions that cover accounting, investment policy, compliance, performance evaluation and risk analytics. This paper examines senior management needs and the tools and techniques that make Treasury professionals successful reporting up.

INTEGRATED BY DESIGN: A SUPERIOR STRATEGY FOR INSURANCE INVESTMENT PORTFOLIO REPORTING

WHITE PAPER

This paper explores the status quo compared to insurers who are using an integrated investment portfolio reporting system – delivered as an outsourced Software-as-a-Service (SaaS) solution. Learn more about how to realize advantages unmatched by disparate, on-premise systems reliant on middleware and manual processes.

SSAP 43R AND PARAGRAPH 26

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners' (NAIC) Statutory Accounting Principles Working Group adopted SSAP No. 43R and added paragraph 26 in the Fall 2009. Both have important implications for insurance investors, including guidance on recording other-than-temporary impairments (OTTI) on loan-backed and structured securities. This relevant market insight paper interprets the latest guidance for insurance companies accounting for “loan-backed and structured securities” from the NAIC.

NAIC SUMMER 2012 NATIONAL MEETING UPDATE

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) held its Summer 2012 National meeting from August 11-14, 2012 in Atlanta, Ga. In order to stay up-to-date on the latest accounting guidance and standards, Clearwater sent multiple representatives to the meeting to track NAIC changes and progress.

This report provides a comprehensive overview of the most recent NAIC updates that pertain to accounting for your investment portfolio and filing your quarterly and annual investment schedules with the NAIC.

MARCH 2012 NAIC UPDATES

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) publishes periodic updates throughout the year. Clearwater is dedicated to staying up-to-date on the latest accounting guidance and standards updates. This brief report provides the most recent NAIC updates that pertain to accounting for your investment portfolio.

DECEMBER 2011 NAIC UPDATES

MARKET INSIGHT PAPER

The National Association of Insurance Commissioners (NAIC) publishes periodic updates throughout the year. Clearwater is dedicated to staying up to date on the latest accounting guidance and standards updates, particularly as they relate to accounting for your investment portfolio.

This brief report provides the most recent NAIC updates that pertain to accounting for your investment portfolio.

Access GAAP Accounting white papers and guides here.

For additional GAAP information and resources, visit the GAAP Accounting Standards Updates page.

For more information and resources, visit the Statutory Accounting Standards Updates page.