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Clearwater Analytics In The News

May 31, 2016

Companies Resume Push Into Corporate Bonds

Source: The Wall Street Journal - CFO Journal

Corporate debt remains far and away the favorite among treasurers as a place to stash corporate cash, and the asset type reached a new high as a share of all cash investments in April.

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March 16, 2016

Corporate Treasurers Remained Risk Averse in February

Source: The Wall Street Journal - CFO Journal

Corporate cash allocations to safe-haven assets including U.S. Treasurys and agency bonds jumped last month, continuing a pattern of risk aversion that kicked in as the New Year began.

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February 2, 2016

Plante Moran Perspectives: What Your Peers are Thinking

Source: Plante Moran Perspectives

Understanding industry trends, as well as the concerns and strategies of one's peers offers actionable insights to boost performance, delivering best practice guidelines that can mean the difference between profit and loss on one's balance sheet. This article reveals insights into investment trends, challenges, and concerns.

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January 15, 2016

Treasurers Held Corporate Cash Positions Steady in December

Source: The Wall Street Journal - CFO Journal

Corporate cash investors for the most part held their positions steady in the final month of 2015, sitting out the volatility surrounding the Federal Reserve’s first rate hike since June 2006, according to data from Clearwater Analytics.

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May 28, 2015

Corporate Cash Allocations to Corporate Bonds Hit Fresh Record High

Source: The Wall Street Journal - CFO Journal

Treasurers moved more company cash into corporate bonds for the fifth straight month in April, pushing the percentage of cash allocated to that sector to a new record high at the beginning of May, according to data from Clearwater Analytics.

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May 20th, 2015

Develop.idaho brings IT, education, R&D together

Source: Idaho Statesman

The annual develop.idaho conference brought together Idaho-based leaders in software development and technology—from IT professionals to CEOs. Clearwater's own Dave Boren delivered the ending keynote speech about balancing change and risk as this industry continues to flourish in Idaho.

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January 22nd, 2015

Finance Execs Dumped Commercial Paper in December

Source: The Wall Street Journal - CFO Journal

Commercial paper sank 1.5 percentage points to just 8% of total corporate cash allocations as of Jan. 1, the lowest level since August 2009, according to data from Clearwater Analytics.

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January 21st, 2015

Clearwater Analytics Publishes Insurance Investment Survey

Source: InsurerAM

InsurerAM highlights key pieces of data from Clearwater Analytics' Insurance Benchmark Survey Report

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January 21st, 2015

Half of US insurers say regulations affect investment decisions

Source: Insurance Asset Risk

Clearwater Analytics' Insurance Benchmark Survey Report reveals that the low interest rate environment and continuously changing market and regulatory conditions are keeping investment teams on their toes.

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December 17, 2014

Downtown Boise will look much different in 10 years

Source: The Idaho Statesman

Clearwater Analytics is working with other leading businesses to build a vibrant city center in downtown Boise.

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December 11, 2014

Corporate Cash Sought Safety in November

Source: The Wall Street Journal - CFO Journal

Treasurers shifted cash assets out of corporate bonds and into U.S. Treasurys last month, though corporate debt for now still retains the largest proportion of cash investments, according to data from Clearwater Analytics.

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November 26, 2014

Searching for Yield

Source: CFO.com

CFO Magazine recently turned to Clearwater Analytics for information on how corporations can seek to improve returns on their cash investments. Clearwater’s unique expertise in money market reform, complex asset classes, and the general financial challenges facing corporate investors today made us a trusted source alongside Paychex, Western Union, Morgan Stanley, and other industry leaders who provided information for the article.

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November 18, 2014

Future Prime Fund Use in Doubt, AFP Panel Indicates

Source: iMoneyNet News

A recap of AFP panelists' thoughts on money market fund reform, with results from Clearwater’s Corporate Benchmark Survey from the November conference presentation.

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November 17, 2014

Big dig commences in Downtown Boise for City Center Plaza

Source: The Idaho Statesman

Clearwater Analytics’ new headquarters is shaping up to be a vital part of the city’s Downtown landscape. The nine-story, 200,000-square-foot Clearwater Building is a touchstone of the construction project, which is also bringing a new underground transportation hub, retails spaces, and more exciting changes to the Boise community.

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November 7, 2014

Behind the Scenes: All-Flash Array K2 Boosts Performance at
Clearwater Analytics

Source: Kaminario

Clearwater Analytics was recently spotlighted in a client profile by flash storage array provider, Kaminario. Clearwater's adoption of an all-flash storage array improved Clearwater's already responsive reconciliation and reporting functionality, and demonstrated its continued commitment to speed, accuracy, and security.

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November 7, 2014

Loosening Without Losing

Source: CFO.com

Clearwater Analytics was recently cited in CFO Magazine’s article on cash management. The story relied on Clearwater’s insights into the current short-term cash-investing climate and the ways that corporations are accepting more risk in pursuit of more returns.

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November 2, 2014

Clearwater Analytics Included in Idaho Private 75

Source: The Idaho Statesman

Clearwater Analytics was included in The Idaho Statesman’s 2014 Idaho Private 75, an elite list of the top private Idaho companies. The Statesman wrote a dedicated feature on Clearwater’s history, product, and employees that make the software technology provider a fitting subject for the 2014 list’s theme: Reaching the Pinnacle of Success.

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September 5, 2014

Revealed: The British Accountancy Awards 2014 shortlist

Source: Accountancy Age

ACCOUNTANCY AGE is delighted to announce the finalists for the British Accountancy Awards 2014. In its fourth year, the awards will take place on November 25th in London.

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August 12, 2014

New Rules Lessen Appeal of Money Funds

Source: Treasury & Risk

The SEC's changes to money market fund regulations aim to make the funds less vulnerable to a rush of withdrawals in times of financial stress. But the new rules will also make money funds, especially prime funds, a less hospitable destination for short-term corporate cash.

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July 30, 2014

Fallon Health Selects Clearwater Analytics

Source: Insurance Networking News

Fallon Health, a not-for-profit health care services organization, has selected Clearwater Analytics for integrated investment accounting, reporting and analytics. Fallon selected Clearwater for its investment accounting experience and flexible reports that help eliminate manual processes. The organization determined that Clearwater’s adaptable software-as-a-service was the best choice to meet its needs.

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July 22, 2014

Technology committee elects leaders

Source: Idaho Business Review

Dave Boren, chief executive and founder of Clearwater Analytics, has been elected to the executive committee of the Idaho Technology Council. He and Tommy Alquist, chief operating officer of Gardner Company, join a select group of business leaders in Idaho who are committed to helping the state’s technology companies thrive.

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June 10, 2014

Companies Choose More Treasurys, Less Everything Else

Source: CFO Journal

The proportion of corporate cash allocated to Treasury bonds grew last month as every other asset type’s share declined. Treasury bonds made up 26. 6% of corporate cash as June began, compared with 24.8% a month before, according to data from Clearwater Analytics.

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May 29, 2014

Clearwater Analytics Improves Investment Policy
Compliance Monitoring

Source: Insurance Innovation Reporter

Clearwater Analytics has released new compliance product functionality to enhance existing monitoring capabilities, making it faster and more intuitive than ever before. The enhancements improve insurers’ ability to instantly assess whether or not investment portfolios are in compliance with the NAIC’s Compendium of State Laws on Insurance Topics in any U.S. state, even as state policy guidelines change.

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May 22, 2014

Companies Pour Money Into Corporate Bonds

Source: CFO Journal

Companies looking for yield with their cash holdings are boosting their allocations to corporate debt as the U.S. economy improves. Company holdings of corporate debt rose to 38.5% of their cash allocation in May, up from 38.4% in April, and marking the highest proportion since at least 2006, according to data from Clearwater Analytics.

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April 14, 2014

KEMI Seeks Improved Investment Portfolio Accounting, Reporting with Clearwater Analytics

Source: Insurance Innovation Reporter

KEMI’s objective is to achieve more flexible and accessible investment policy compliance and performance reports, as well as automated investment accounting and reporting, as it moves to a multiple-asset manager model.

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March 24, 2014

The Importance of Automating Investment Policy Compliance

Source: gtnews

Yield has not been a top priority for many corporate in the current era of low investment returns, but this situation is changing. As companies gradually recover a risk appetite to achieve better returns, automating investment policy compliance enables them not only to mitigate portfolio risk but also to gain transparency, eliminate manual effort and explore new investment types.

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March 20, 2014

Analytics Grows as Software Priority

Source: Insurance & Technology

Commercial insurer Western World has chosen to implement the SaaS solution from Clearwater Analytics to streamline, automate and integrate the reporting, accounting and analytics for its $1 billion investment portfolio. The solution will help to reduce manual processes, provide further insight into daily investments, and improve the investment portfolio’s speed and accuracy.

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March 20, 2014

Clearwater Analytics Gives Western World Single System Investment Accounting Automation

Source: Insurance Innovation Reporter

Western World Insurance Group (about $300 million in annual premium) has selected Clearwater Analytics’ software-as-a-service (SaaS) solution to automate, streamline, and integrate accounting, reporting, and analytics for its investment portfolio.

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March 14, 2014

Corporate Cash Pushes Further Into Corporate Bonds

Source: CFO Journal

Companies continued to stash greater portions of their cash in corporate bonds last month, continuing January’s trend toward risk and higher yields.The share of cash U.S. companies invested in corporate bonds grew to 38% of the total, a 1 percentage point increase over the prior month, according to data from Clearwater Analytics. That’s the highest share of cash invested in the asset class in at least seven years.

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February 10, 2014

Treasurers' Risk Appetite Improved in January

Source: CFO Journal

Corporate cash allocations to U.S. government debt plummeted during January from the prior month’s high, as treasurers moved assets into corporate debt, reflecting an increased risk appetite, according to data from Clearwater Analytics.Asset allocation into corporate debt jumped 2.37 percentage points to 37.04%, its highest level in at least seven years, while allocation to U.S. treasuries fell by 3.54 percentage points during the same period.

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December 31, 2013

Clearwater Analytics Launches New Reporting Functions

Source: Insurance Networking News

Clearwater Analytics has launched several new features and reports designed to facilitate reporting on growing asset classes, identify portfolio risks and further automate reporting.

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December 8, 2013

Clearwater Analytics Partners with Gardner

Source: The Idaho Statesman

Clearwater Analytics has an agreement with the Gardner Co. to help pay for a nine-story, 206,000-square-foot building just west of the U.S. Bank tower on Main Street. The high-tech company plans to take up four floors in the Clearwater Building, part of Gardner’s next Downtown Boise project.

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December 6, 2013

Company Cash Shifted Back to Corporate Debt Post-Shutdown

Source: CFO Journal

Treasurers regained a taste for risk in November, reversing much of the prior month’s move in to Treasurys and agency bonds and boosting their holdings of corporate debt. Corporate bonds grew by 1.17 percentage points to represent 34.94% of all corporate cash by Dec. 1, the biggest increase among all asset types, according to data from Clearwater Analytics.

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December 2, 2013

Clearwater is U.S. Captive Service Awards Technology Firm of the Year

Source: Captive Review

Clearwater Wins 2013 U.S. Captive Service Awards Technology Firm of the YearCaptive Review magazine announced the winners in their annual US Captive Awards competition today. Clearwater Analytics is this year’s “Technology Firm of the Year” winner. Judged by a panel of captive owners and risk managers, these awards acknowledge excellence in the delivery and management of captive insurance and celebrate innovation, commitment, and expertise in the captive insurance field.

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November 26, 2013

Technology a popular Option for Captives

Source: Captive Review

The number of companies incorporating captive management software into their business strategy has increased significantly in the past six months says Thomas Marlatt. Marlatt, who is the head of business development for Europe, Middle East and Africa with software provider Clearwater Analytics, said that he has witnessed an increase in the number of captive managers, owners, risk retention groups and other self-funded vehicles, looking to develop captive software as a strategic business initiative.

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October 8, 2013

Treasurers Cash Out of Government Agency Bonds

Source: The Wall Street Journal - CFO Journal 

Companies continued shifting cash assets out of government agency bonds last month, as treasurers sought higher returns in corporate bonds and commercial paper, according to data from Clearwater Analytics.

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September 10, 2013

Tech Firms Kick In for Computer Science at Boise State University

Source: The Idaho Statesman

So far, six Treasure Valley companies have committed more than half of the $250,000 needed for Boise State University to secure a $1 million grant to beef up its computer science program, said Amy Moll, dean of Boise State's College of Engineering. One company that has committed to contribute is Clearwater Analytics, a fast-growing Boise company that already gives internships to Boise State students, hires Boise State graduates and has a stake in increasing that pool. Spokesman Chris Brock said Clearwater has hired six Boise State graduates since May, all to full-time jobs

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September 10, 2013

Treasurers Favored Corporate Debt in August

Source: CFO Journal

Corporate treasurers shifted cash holdings out of government debt for the second month in a row, according to August data from Clearwater Analytics. “Meager yields induced investors to seek more attractive alternatives” like corporate debt, said Chris Brechbuhler, a portfolio manager for Clearwater Advisors. Clearwater estimates its data represents 20% of all U.S. corporate cash.

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August 7, 2013

Companies Shift Cash Out of Treasury as Fears Subside

Source: CFO Journal

Companies moved money out of government debt and into commercial paper and corporate debt, as worries over Federal Reserve policy faded and treasurers showed a willingness to take on some risk to gain yield. U.S. Treasurys ended a three-month streak of increases in their share of corporate cash allocations, falling by 0.85 percentage point to represent 26.5% of corporate cash on August 1, according to data from Clearwater Analytics.

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July 15, 2013

Separate Accounts for Short-Term Investing?

Source: Treasury & Risk

Tyler Haws, director of business development at Clearwater Analytics, which provides investment accounting and reporting, said the pros and cons of using separate accounts for short-term assets vary depending on each company’s circumstances.

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July 9, 2013

US Treasurys Hit New High in Share of Corporate Cash

Source: The Wall Street Journal - CFO Journal

Risk-averse corporate treasurers boosted investments in U.S. Treasurys in June, fueling a .43 percentage-point uptick in the portion of U.S. corporate cash allocated to the asset, according to data from Clearwater Analytics.

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June 7, 2013

Corporate Cash Moves Into Treasurys Amid Rate Volatility

Source: The Wall Street Journal - CFO Journal

Companies made their biggest move in corporate cash allocations into U.S. Treasurys in May, as rising interest rates and questions about future Fed policy fueled a shift in thinking toward safety over yield. It remains to be seen whether treasurers will continue along this path, or will rediscover some of their appetite for risk.

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May 23, 2013

Fidelity National Selects Clearwater Analytics

Source: Insurance Networking News

Fidelity National Financial, a provider of title insurance and mortgage services, has selected Clearwater Analytics to provide integrated investment accounting, reporting and analytics for its $3.5 billion investment portfolio.

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May 15, 2013

Corporate Debt Remains Easy Favorite Among Treasurers

Source: The Wall Street Journal - CFO Journal

Companies boosted the share of their cash balances invested in corporate debt in April as concerns about safety are increasingly being trumped by a desire to boost returns on investment. As of May 1, companies had allocated 33.47% of their cash balances to corporate debt, a 0.76 percentage-point increase over the prior month, according to data from Clearwater Analytics.

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April 5, 2013

Corporate Cash Spurns Agency Bonds in Search for Yield

Source: The Wall Street Journal - CFO Journal

Companies parked the smallest share of their cash balances in agency bonds at the end of March than in any other month in more than six years of tracking, as treasurers sought out asset types with better yields, according to data from Clearwater Analytics.

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March 28, 2013

Clearwater Analytics Expands to the United Kingdom

Source: Insurance Networking News

Clearwater Analytics, a provider of investment accounting, analytics, and reporting for institutional investors, is expanding its operations into the United Kingdom in 2013. Clearwater says that, based on increased demand for its software-as-a-service solution, it has decided that a presence in the United Kingdom will allow the company to provide services for clients globally.

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March 8, 2013

Looming Sequester Reversed Commercial Paper Gains

Source: The Wall Street Journal - CFO Journal

Treasury bonds registered the biggest gain among all asset types in corporate cash balances during February, ending the month at 25.5% of cash investments, a 1.1 percentage point increase, according to data from Clearwater Analytics.

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February 6, 2013

Cash Managers Favored Commercial Paper in January

Source: The Wall Street Journal - CFO Journal

Commercial paper accounted for 11.06% of corporate cash assets at the end of January, an increase of 1.19 percentage points from a month earlier, representing the biggest jump among all assets categories, according to data from Clearwater Analytics.

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January 31, 2013

Clearwater Analytics Updates on Success in 2012

Source: insurancenewsnet.com

Clearwater Analytics, a provider of web-based investment accounting and reporting solutions for insurance companies, announced its continued upward trajectory in the insurance industry, and its best year in company history.

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January 25, 2013

Clearwater Analytics Selects S&P Capital IQ Pricing and Reference Data

Source: A-Team Group

Clearwater Analytics has selected integrated fixed income evaluated pricing and terms and conditions data from S&P Capital IQ to support the web-based global investment accounting and reporting platform it operates for corporate treasuries, insurance companies, asset managers and custody banks.

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January 8, 2013

TAG Expiration Drives Corporates Into Commerical Paper, CDs

Source:The Wall Street Journal - CFO Journal

Commercial paper saw the biggest allocation increase among asset categories in December, growing by 0.86 percentage point to represent 9.87% of all assets, according to data from Clearwater Analytics. CDs also grew to 2.5%, a 0.55 percentage point increase and its highest level in more than a year.

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November 19, 2012

Corporate Cash Pulls Back From Agency Bonds

Source:The Wall Street Journal - CFO Journal

Corporate cash managers made their biggest move out of agency bonds in October, shrinking the amount they allocated to such assets to 16.1% of total cash balances at the beginning of November from 17.05% a month before, according to data from Clearwater Analytics.

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December 4, 2012

Companies Park Cash in Corporate Debt

Source:The Wall Street Journal - CFO Journal

Companies continue to plow the largest portion of their cash holdings into corporate debt as they look for safe investments providing better returns than U.S. Treasurys. As of Nov. 29, treasurers had allocated just over 32% of their cash to corporate debt, a gain of 0.2 percentage point from the beginning of the month and the second consecutive monthly increase, according to data from Clearwater Analytics.

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November 19, 2012

Corporate Cash Pulls Back From Agency Bonds

Source:The Wall Street Journal - CFO Journal

Corporate cash managers made their biggest move out of agency bonds in October, shrinking the amount they allocated to such assets to 16.1% of total cash balances at the beginning of November from 17.05% a month before, according to data from Clearwater Analytics.

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November 2, 2012

More Who's Using What: Insurance Software Solution Deals

Source:Property Casualty 360

CorePointe Insurance has selected Clearwater Analytics to provide consolidated investment accounting, reporting, and analytics on its approximately $200 million investment portfolio.

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October 26, 2012

Clearwater Enhances Support for A.M. Best Reporting

Source:Property Casualty 360

Clearwater Analytics announces that it has released the second phase of A.M. Best reporting support. Clearwater insurance clients will now have access to two new reports that enable them to satisfy the investment components of the Supplemental Risk Questionnaire (SRQ) report. The new feature provides insurers with a single solution to view all of their statutory investment reporting.

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October 24, 2012

Treasury Technology Marches Forward

Source:Treasury & Risk

Joe Siu, director of financial risk management for Chatham Financial in Kennett Square, Pa., says the goals of treasury technology have changed. “The innovations now are more about how functionality is delivered instead of what is delivered,” Siu says.

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October 17, 2012

CorePointe Buys Analytics Solution from Clearwater

Source:Insurance Networking News

CorePointe Insurance, a P&C insurer for auto and truck dealers, has selected Clearwater Analytics to provide consolidated investment accounting, reporting and analytics on its roughly $200 million investment portfolio. Clearwater is a provider of web-based investment accounting and portfolio reporting and analytics.

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October 17, 2012

CorePointe Selects Clearwater Analytics for Investment Accounting Services

Source:Insurance Asset Manager

Clearwater Analytics said it has been selected by CorePointe Insurance, a Birmingham, MI-based P&C insurer, to provide consolidated investment accounting, reporting and analytics on its $200 million investment portfolio.

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October 4, 2012

Cash Managers Hit 'Natural Ceiling' for Corporate Debt Investments

Source:The Wall Street Journal - CFO Journal

Corporate cash allocations were mostly stable in September, with U.S. government debt showing the biggest move among all asset categories, ending the month with a 24.93% share, according to data from Clearwater Analytics. That marked a gain of 1.03 percentage points from the end of August.

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September 24, 2012

A Tech Transformation

Source: Treasury & Risk

For $1.2 billion Cadence Design Systems in San Jose, Calif., that breakthrough is Clearwater Analytics’ new Beta reporting capability, notes treasury manager Craig Cutright, who oversees investments of $500 million in various cash portfolios.

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September 6, 2012

Idaho Innovation Awards Finalists Named

Source: The Idaho Statesman

Clearwater Analytics has been named as an “Innovative Company of the Year” finalist for the seventh annual Idaho Innovation Awards. Other finalists include MetaGeek and Social Good Network.

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August 29, 2012

Atlantic Casualty Buys Investment Accounting Technology

Source: Insurance Networking News

Atlantic Casualty Insurance Co. has selected Clearwater Analytics, an investment accounting and portfolio reporting and analytics software firm, to provide consolidated investment accounting and Schedule D filings, as well as portfolio reporting and analytics on its investment portfolio.

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August 23, 2012

Main Street America Selects Clearwater Analytics

Source: Insurance Networking News

The Main Street America Group, a mutual insurance holding company, has selected Clearwater Analytics, an investment accounting and portfolio reporting and analytics software firm, to provide consolidated investment accounting, reporting and analytics on its $1.7 billion investment portfolio to streamline investment reporting and support more efficient workflows.

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August 23, 2012

The Main Street America Group Picks Up Clearwater Analytics

Source: Insurance Business Review

Florida based The Main Street America Group has chosen Clearwater Analytics, an investment accounting and portfolio reporting and analytics software firm, to offer consolidated investment accounting, reporting and analytics on its $1.7bn investment portfolio.

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August 7, 2012

Corporate Cash Chasing Low-Risk Yield

Source:The Wall Street Journal - CFO Journal

Corporate cash investments in asset-backed securities continued their upward march in July, settling at their highest level in four years as a component of cash balances. Data from Clearwater Analytics indicates that companies overall have continued to favor the assets, which are mostly backed by auto loans and credit-card receivables.

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July 13, 2012

Clearwater Analytics and BBH to Provide Joint Services

Source: Insurance Business Review

Clearwater Analytics and Brown Brothers Harriman & CO. (BBH) have signed a joint servicing relationship agreement. The agreement combines global custody services, specialized investment management and banking from BBH as well as investment accounting, reporting and analytics from Clearwater Analytics for the clients.

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July 12, 2012

Corporates Move Cash Into U.S. Bonds

Source:The Wall Street Journal - CFO Journal

The biggest move in corporate cash balances last month was a shift into U.S. government bonds, according to data from Clearwater Analytics. Investments in U.S. government bonds represented 24.3% of all cash holdings at the end of June, a increase of 1.85 percentage points.

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July 6, 2012

St. Paul Teachers Pension Fund Signs on U.S. Bank as Custodian

Source:Pensions & Investments

St. Paul (Minn.) Teachers' Retirement Fund Association on July 1 switched to U.S. Bank as global custodian, replacing BNY Mellon, confirmed Paul V. Doane, executive director. Along with the move to a new global custody system, Clearwater Analytics was hired to provide a new performance measurement system with customized reporting.

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June 12, 2012

Asset-Backed Securities Take a Bigger Slice of Corporate Cash Pie

Source: The Wall Street Journal - CFO Journal

Asset-backed securities remain a tiny portion of corporate cash allocations, but their slice of the pie nearly has quadrupled to around 2.9% at the end of May from about 0.7% at the beginning of the year, according to data from Clearwater Analytics.

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June 11, 2012

Clearwater Analytics Growing in Insurance Space

Source: Insurance Networking News

Investment accounting provider sees 445-percent growth in insurance clients; CEO credits SaaS approach. Clearwater Analytics, a provider of web-based investment accounting and reporting solutions for institutional investors, has reportedly increased momentum in the insurance segment thanks to a SaaS approach.

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April 3, 2012

Corporate Debt Jumps as Share of Corporate Cash

Source: The Wall Street Journal - CFO Journal

Companies parked a larger share of their cash in corporate debt in March than they have at any time in the past five years. As of April 1, corporate debt represented 34% of all corporate cash holdings, a 1.89 percentage point increase over the prior month, according to data from Clearwater Analytics.

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March 13, 2012

Boise State's Few Computer-Science Grads Flooded with Offers

Source: The Idaho Statesman

Racheal Moore will develop software at Clearwater Analytics, a Boise company that provides Web-based investment-portfolio accounting and reporting technology.

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February 13, 2012

Commercial Paper is Still Falling as Percentage of Corporate Cash

Source: SmartBrief

Commercial paper fell again as a percentage of corporate cash holding in January, for the fourth month in a row. According to Clearwater Analytics, it fell 1.65 percentage points to 9.28%.

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February 10, 2012

Corporates Continue to Cut Commercial Paper Holdings

Source:The Wall Street Journal - CFO Journal

Commercial paper fell as a share of corporate cash holdings for the fourth month in a row in January, falling 1.65 percentage points to 9.28%, according to data from Clearwater Analytics. Five years ago in January 2007, commercial paper commanded a 22.68% share of corporate cash.

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February 10, 2012

Update: Corporate Cash Asset Allocation

Source:The Wall Street Journal - CFO Journal

See the asset mix held in separately managed accounts by public, non-financial U.S. corporate entities which are direct clients of Clearwater Analytics. Clearwater estimates this data represents 20% of the total U.S. corporate cash assets.

Read the full article »

January 18, 2012

Companies Pull Cash From Corporate Debt

Source: The Wall Street Journal - CFO Journal

Corporate cash allocations in December may indicate a growing wariness of corporate debt. Though the asset type remained the largest in corporate coffers at the end of 2011, as a percentage of all cash holdings, the share invested in corporate debt fell by more than three percentage points...

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November 14, 2011

No Redemption for Money Markets

Source: CFO

Quick: as of today, what's your company's exposure to municipal notes and asset-backed securities through money market funds? If you don't know this minute, how long will it take your treasury staff to corral that information?

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November 11, 2011

Sharpening Compliance With Cloud-Based Analytics Tools

Source: insurancetech.com

The Warranty Group taps a SaaS-enabled investment portfolio reporting and analytics solution from Clearwater Analytics to gain insight into compliance and risk exposures.

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November 8, 2011

Making a Case for Separately Managed Accounts

Source: gtnews

Building an investment policy, implementing a reporting platform and outsourcing asset management are key to leveraging opportunities.

Read the full article (requires free registration with gtnews) »

September 9, 2011

Panic Absent From Corporate Cash Allocations

Source: CFO Journal

At the end of the month, companies had their cash parked in almost exactly the same places that they had invested it the month before, according to data from Clearwater Analytics.

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August 29, 2011

Clearwater Analytics Challenges Long-Term Contracts for Insurance Investment Portfolio Reporting

Source: SFGate - The San Francisco Chronicle

Clearwater Analytics® is now aggressively campaigning against long-term software contracts for insurance investment portfolio accounting and reporting. Clearwater offers month-to-month contracts for its Software-as-a-Service (SaaS) solution.

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August 15, 2011

UPDATED: Corporate Cash Asset Allocation

Source: CFO Journal

The chart presents the asset mix held in separately managed accounts by public, non-financial U.S. corporate entities which are direct clients of Clearwater Analytics.

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August 15, 2011

Cash Allocations Barely Budged During Debt Debate

Source: CFO Journal

At the end of July, corporate holdings of Treasurys remained significantly higher than they'd been for all of 2007 and 2008, and for most of 2009, according to data from Clearwater Analytics.

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August 4, 2011

Clearwater Analytics Challenges Long-Term Contracts for Insurance Investment Portfolio Reporting

Source: Bob's Guide

Clearwater Analytics is aggressively campaigning against long-term software contracts for insurance investment portfolio accounting and reporting. Clearwater offers month-to-month contracts for its Software-as-a-Service (SaaS) solution.

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July 26, 2011

Large Captive Manager Selects Clearwater's Investment Accounting Services

Source: Insurance Asset Manager

Clearwater Analytics, a specialist in web-based investment portfolio reporting and analytics for institutions, announced that it has been selected to provide its investing accounting services to Strategic Risk Solutions (SRS), a leading manager of captive insurance companies.

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July 19, 2011

Clearwater Analytics Significantly Expands Sales Team

Source: Bob's Guide

Clearwater Analytics has made key additions to its sales team during the past six months, doubling the team's total size since January 1, 2011. Clearwater plans to increase its sales force an additional 50% by year end.

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June 1, 2011

A Perfect Storm for Portfolio Managers

Source: Insurance Networking

With the dollar falling and global capital markets still uncertain, dealing with financial risk is becoming tougher for life insurers.

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May 16, 2011

The New Normal of Corporate Cash

Source: CFO Journal

The surge of corporate cash assets into government agency bonds during the financial crisis has abated, but the great recession has left a clear mark on the allocations of U.S. companies.

Read the full article »

May 1, 2011

Corporate Cash Asset Allocation

Source: The Wall Street Journal

The chart presents the asset mix held in separately managed accounts by public, non-financial U.S. corporate entities which are direct clients of Clearwater Analytics. Clearwater estimates this data represents 20% of the total U.S. corporate cash assets.

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April 20, 2011

Clearwater Opens New Development Center

Source: Fox 12 Idaho

Clearwater Analytics®, a Boise-based SaaS company providing web-based investment portfolio reporting and analytics, officially launched its dedicated software development center in downtown Boise.

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April 20, 2011

Software company to expand in Downtown Boise

Source: The Idaho Statesman

A Boise business is opening a software development center Downtown and plans to roughly double the size of its 42-member software team.

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April 8, 2011

Firms Adopt New Tools to Aggregate Reports

Source: Wall Street & Technology

To meet client demand for transparency and minimize risk, asset and wealth managers are dumping unweildy spreadsheets for technology that streamlines and automates report aggregation, including cloud-based, best-of-breed and in-house solutions.

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March 10, 2011

Q&A: How Software Vendors View the Insurance Market

Source: Property Casualty 360

PropertyCasualty360.com technology channel editor Bob Hyle continues the conversation with a trio of vendors in the insurance software space on their opinions on subjects such as carrier weaknesses, project management, and their partnership with carriers.

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March 2, 2011

The Morning Leverage: Summit and Clearwater, Sittin' In a Tree

Source: The Wall Street Journal

Summit Partners and Clearwater Analytics are finally making it official. After spending nearly four years in a relationship, the private equity firm has made a minority investment in the reporting and analytics business.

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March 1, 2011

Clearwater Analytics Accepts Growth Equity Investment from Summit Partners

Source: SFGate - The San Francisco Chronicle

Clearwater Analytics today announced that it has entered into a minority growth equity investment partnership with Summit Partners.

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February 17, 2011

Group Health Cooperative Selects Clearwater Analytics

Source: BobsGuide

Clearwater Analytics will provide daily-reconciled accounting, compliance, performance and risk reporting and analytics on $1 billion in assets for Group Health's investment portfolio.

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January 25, 2011

Madison Scottsdale Selects Clearwater Analytics

Source: BobsGuide

Clearwater Analytics today announced that Madison Scottsdale, L.C., an asset management firm specializing in the unique needs of insurance companies, has selected Clearwater Analytics...

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January 7, 2011

Top Dogs 2010: The Best-of-Breed Unleashed

Source: Business Finance

Clearwater named to Business Finance Best of Breed 2010 for Treasury solutions

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December 1, 2010

The Finer Points of Managing Financial Risk

Source: Insurance Networking News

With the health of investment portfolios an ever present concern, insurers should consider the tools they use to gauge financial health.

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November 1, 2010

Bronze AHA Winner for Solution of the Year

Source: Treasury & Risk

Corporate treasurers measuring the performance of their investment managers can rely on managers’ self-evaluations—rife with conflict—or collect and reconcile the investment-related data themselves to measure against standard benchmarks.

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November 1, 2010

Clearwater Mentioned by Alexander Hamilton Award winner

Source: Treasury and Risk

Clearwater’s web-based, investment portfolio reporting and analytics solution earned several mentions by the overall Alexander Hamilton Award winner, Cisco Systems.

Gold AHA Winner in Technology Excellence »

Networking New Dimensions »

September 20, 2010

Clearwater Analytics Named Alexander Hamilton Award Finalist

Source: Business Wire

BOISE, ID - September 20, 2010 - Clearwater Analytics has been named a finalist for the 2010 Alexander Hamilton Award in the Solution of the Year category.

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September 16, 2010

How The Financial Crisis Intensified The Need For Investment Portfolio Transparency

Source: Insurance Asset Manager

It comes as no surprise that so many insurers are saddled with inefficient processes. But the implosion of the sub-prime mortgage industry and subsequent US recession of 2008/09 has certainly now motivated many insurers to seek alternatives that deliver true investment portfolio transparency.

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September 15, 2010

RiskChat: How Does Portfolio Management Fit into ERM?

Source:

Business Finance, Big Fat Finance Blog with Eric Krell

For companies with material investment portfolios, the market turmoil in the aftermath of the global financial crisis has magnified the importance of accurate and timely investment portfolio information.

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September 2, 2010

Trading on Their Own

Source: Treasury & Risk Management

Big companies are still the ones most likely to execute trades in-house, even though new technology has made it easier to set up a trading desk.

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August 24, 2010

Insurance Investment Impressions by Gary Madich of J.P. Morgan Asset Management

Source: Insurance Asset Manager

Like most of the larger managers of outsourced insurance company assets, J.P. Morgan Asset Management has emerged strongly from the market dislocations of the financial crisis, and has been busy this year securing its competitive position and expanding its team and its territory.

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August 23, 2010

The True Value of Integrated Systems

Source: Insurance & Technology

Overview: Systems for monitoring, managing, and reporting on financial assets are mission-critical particularly in such a volatile investment environment. Yet, far too many insurers today rely on legacy systems that are outdated, expensive to maintain, offer limited portfolio visibility, do not effectively assess risk exposure in a timely fashion, and are heavily reliant on time-consuming, error-prone manual reconciliation.

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June 28, 2010

Integrated-By-Design: Why Merging Disparate Systems Could Be Troublesome For Investment Reporting

Source: The Interpreter

COVER STORY: Systems for monitoring, managing, and reporting on financial assets are mission-critical particularly in such a volatile investment environment. Yet, far too many insurers today rely on legacy systems that are out-dated, expensive to maintain, offer limited portfolio visibility, do not effectively assess risk exposure in a timely fashion, and are heavily reliant on time-consuming, error-prone manual reconciliation.

Read the whole article (pp. 14 - 16): Integrated-By-Design

June 8, 2010

11 Cool Workplace Perks

Source: www.inc.com

Company Culture: This software company that specializes in financial services for institutional investors also boasts another skill: organizing mountain biking trips for employees through the massive Ridge to Rivers trail system. The company provides a bike garage for staff who hit the foothills at 4:30 p.m. to enjoy the amazing view and high-octane sport. (Click the cycling helmet icon to see the Clearwater mention on inc.com)

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June 6, 2010

Money Market Insight

Source: iMoneyNet

PRODUCTS MULTIPLY AS VENDORS SEEK TO ASSIST MMFs – To borrow from one company cited here, it is fair to say a “confluence” of events has opened up opportunities for players, old and new, in the money market fund world.

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June 1, 2010

The Big Rethink

Source: Insurance Networking News

COVER STORY: In the wake of the financial crisis, financial risk managers will need to rely on process and technology innovation, as well as a dose of introspection.

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May 1, 2010

Weighing Your Next Move

Source: CFO

Rock-bottom interest rates and new regulation call for a reexamination of short-term cash investments.

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May 2010

Show Me the Money

Source: AFP Exchange

COVER STORY: How corporate treasury executives are investing short-term cash now

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April 19, 2010

Expert Panel Explores Impact of Rate Increases

Source: BobsGuide

Clearwater Analytics, a recognized leader in transparent, outsourced, web-based, investment portfolio reporting and analytics for both separately managed and commingled accounts, will explore investment strategies in a rising rate environment during a free, hosted webinar on April 21st.

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April 15, 2010

Demand for Sophisticated Risk Management Capabilities Increasing

Source: Insurance & Technology

The financial crisis has increased demands - both internally and from regulators and raters - on insurers' risk managers to deliver reliable, accurate and up-to-date views of risk exposure, real and potential. The Warranty Group had met with Boise, Idaho-based Clearwater Analytics to address the insurer's need for daily transparency…
By Anthony O'Donnell

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April 12, 2010

Money Funds Gear Up for Compliance Dates, Liquidity First

Source: Crane Data

Reed Smith's Stephen Keen commented on the holdings disclosure during a recent webinar, "[T]he good news is the first time you have to make website disclosure is not until October, showing your portfolio at the end of September.

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April 7, 2010

S&P's Shaw Discusses Stress Testing and Surveillance

Source: Crane Data

Ruth Shaw, a ratings specialist with Standard & Poor's, discusses the differences and similarities between S&P's triple-A rating and the new SEC money fund guidelines, the stress-testing procedures that ratings agencies perform, and the ratings agency's money fund surveillance and monitoring procedures.

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April 2, 2010

Money Funds Face Challenges With New Reporting Regime

Source: IMoneyNet

A new game of data-tag is about to begin at money fund complexes and the offices of fund administrators and custodians.

March 29, 2010

ICI's Collins Says in Webinar Outflows Due to Rates Not Regulations

Source: Crane Data

Last Thursday, Clearwater Analytics hosted a Webinar on "Money Market Fund Reform". While much of the panel featured now familiar recaps of the recent SEC Money Market Fund Reforms, ICI Senior Economist Sean Collins revealed a number of fresh statistics on money funds (expected to appear in May in the next edition of the ICI's Mutual Fund Fact Book).

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March 2010

Shedding New Light on Securities Lending

Source: International Treasurer

While the issues with money market funds grabbed the lion’s share of the headlines during the financial crisis, their troubles paled in comparison with the securities lending market, which suffered losses in the billions of dollars.

February 2010

IFRS Gets On Track

Source: Insurance Asset Manager

Above and beyond the actual documentation of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) which combined comprise some 13,000 pages, the in¬formation landscape is dotted with in-depth analyses, overviews and summaries of the two standards and the implications of convergence or adoption.

September 1, 2009

Hungry for a World of Digital Data

Source: Treasury And Risk

The craving for information is driven by companies' aggressive liquidity management in the face of tight credit as well as credit concerns around counterparties and supply chains.

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August 1, 2009

Clearwater Named to Business Finance "Best of Breed" Software Roundup

Source: Business Finance Magazine

"With a glance at a couple of sets of charts, I can see exactly where the cash is and what risks we're taking...", Douglas Bressette, Celgene

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July 7, 2009

Wall Street Adjusts to Transparency Demands

Source: WallStreet And Tech

Calls for transparency from regulators, investors and even financial firms aren't about to subside anytime soon. Technology — and education — are key to helping Wall Street respond.

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June 9, 2009

Improved Communication: A Vital Component of MMF Reform

Source: GTNews, Cranedata

Greater transparency and disclosure may curtail the need for more onerous regulation and preserve the value of money market funds as a vital liquidity management tool.

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June 1, 2009

Asset Tracking: Automate or Die

Source: InsuranceNetworking

Like an understudy suddenly thrust into the starring role, the investment portfolios of insurers are suddenly subject to an entirely new level of scrutiny in the age of the toxic asset. To be sure, keeping track of portfolios that are as dynamic as they are large is no mean feat, especially considering the openness and transparency now expected by investors and regulators.

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June 1, 2009

Gates Named One of 100 Most Influential People in Finance

Source: Treasury & Risk

Courtlandt Gates, Clearwater CEO, was named one of 100 Most Influential People in Finance by Treasury & Risk. As treasurers' and CFOs' concerns about short-term investments intensified, Gates and his team stepped forward with Clearwater's Web-based reporting and analytics platform, which increases portfolio transparency and has been integrated into a number of bank platforms.

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April 29, 2009

How Clearwater Tailors Its Web-based Analytics for Insurers

Source: InsuranceAssetManager

Insurance Asset Manager Interviews Courtlandt Gates, Clearwater's chief executive officer about the firm and its insurance channel strategy.

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April 10, 2009

Clearwater Offering Directed at Reporting, Analytics

Source: Tech-Decisions

Clearwater Analytics, a developer of Web-based reporting and analytics for corporate treasury departments, announced two new offerings. Insurance Analytics and Private Wealth Analytics to address the investment reporting needs of insurance companies and private wealth investors.

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March 30, 2009

Clearwater Analytics Launches Insurance Offering

Source: Insurance & Technology

Clearwater Analytics has released Insurance Analytics to address the industry's investment reporting needs.

Clearwater Analytics, a Boise, Idaho-based provider of Web-based reporting and analytics for corporate treasury departments, has announced Insurance Analytics, a new offering to address insurance companies' investment reporting needs.

The new solution leverages Clearwater's technology platform to provide visibility and transparency across multiple portfolios, asset classes, security types and currencies. It allows investors to view their entire investment portfolio and monitor risk exposure, compliance violations, financial accounting statements and investment performance.

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March 24, 2009

Clearwater Analytics Releases New Tool for Private Wealth Investors

Source: WallStreet And Tech

The solution provides visibility and transparency across multiple portfolios, asset classes, security types and currencies.

Clearwater Analytics, a provider of web-based reporting and analytics for corporate treasury departments, released its new Private Wealth Analytics solution to address the investment reporting needs of private wealth investors.

The solution provides visibility and transparency across multiple portfolios, asset classes, security types and currencies, so that investors can have access to a view of their entire portfolio to monitor risk exposure, compliance violations, financial accounting statements and investment performance.

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November 11, 2008

Northern Trust Adopts Clearwater

Source: Treasury and Risk Magazine

Northern Trust has adopted a new online system from Clearwater Analytics, designed to assist corporate treasurers in monitoring their short-term cash portfolios for compliance with investment guidelines and regulatory requirements as well as performance.

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October 14, 2008

Northern Trust Enhances Tools for Corporate Cash Reporting

Source: NTRS

Northern Trust announced today it has strengthened its Corporate Cash custody and asset services with a new online system designed to assist corporations with managing their balance sheet cash reserves more effectively while helping satisfy the regulatory and reporting requirements of corporate cash investors. It complements the market-leading Investment Risk and Analytical Services solutions that Northern Trust currently provides to institutional investors.

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August 4, 2008

New tool available to assess money fund holdings

Source: FinancialWeek

Ever since the credit crunch started, boards have been pressuring treasurers to know exactly what their company's cash is invested in. That task will become a bit easier with a new tool that illuminates the holdings of money market mutual funds. Clearwater Analytics, a firm specializes in daily portfolio reporting for approximately 2,000 institutional investors, last week launched a money-market fund transparency platform that allows investors to access easy-to-understand information about participating funds' investments, as well as their performance and risk concentrations.

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July 22, 2008

Clearwater launches Money Fund Transparency™ platform

Source: FinanceTech

Clearwater Analytics, a provider of web-based investment portfolio reporting, announced the availability of its Money Fund Transparency platform.

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July 22, 2008

Wall Street & Technology: "Clearwater Launches Money Fund Transparency™ Platform"

Source: WallStreet And Tech

"After burning their fingers on mortgage-backed securities, and with financial markets still in turmoil, investors are demanding greater transparency," Clearwater says.

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July 22, 2008

Clearwater Analytics™ introduces industry's first money fund transparency platform

Source: PRWeb

Clearwater's Money Fund Transparency™ allows investors to quickly review risk analytics, holdings and performance metrics for individual funds and to compare funds on a consistent basis.

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