Product Highlight Series: Fund Look-Through

Watch our Product Highlight webinar recording to learn more about Clearwater's Fund Look-Through offering. 

Enterprise Solutions Specialist Josh Petersen and Product Owner Ashish Shrestha discuss common look-through challenges, applications of fund look-through, and how Clearwater's new functionality solves many of the challenges organizations face by providing transparency, solutions to regulatory requirements, and integrated reporting.  

Learning Objectives

  • Learn more about the common organizational challenges of holding funds, including the lack of visibility into underlying holders and exposures. 
  • Understand applications of fund look-through that suit various business needs.
  • Explore how your organization can leverage fund look-through for data transparency and to solve regulatory requirements such as Solvency II and Bermuda Monetary Authority risk analysis and reporting. 

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Featured Presenters

Ashish Shrestha

Ashish Shrestha

UK Insurance Product Owner, Clearwater Analytics

Ashish specialises in identifying customer and market needs and delivering effective automated solutions to address them. He works closely with clients, industry experts and the Clearwater development organisation to deliver market leading solutions. 

Ashish is a chartered accountant and holds a bachelor's degree in Applied Accounting.

Josh Petersen

Josh Petersen

Enterprise Solutions Specialist, Clearwater Analytics

Josh works with insurers to identify their investment accounting and reporting needs and find solutions to improve their system architecture and processes. He specializes in investment accounting, derivatives, and alternative assets. He has been with Clearwater since 2015. Prior to joining Clearwater, Josh worked for Northwest Tax Accounting, CPA.

In Josh’s free time, he likes to spend time boating and biking with his wife and two children.

Josh has a bachelor’s degree in accountancy from Boise State University.