Leveraging the IIOR: An Insurer’s guide to the 2026 Insurance Investment Outsourcing Report
Leverage the 2026 IIOR, from total outsourced insurance AUM and growth to the asset classes and managers reshaping the market.

Consolidate your front-to-back office on a cloud-native, GenAI-enabled, transparent platform to achieve flexibility and accuracy for long-term objectives.
INSURERS CHOOSE Clearwater TO
Improve operational efficiency, ensure data accuracy, and strengthen oversight using Clearwater’s single-instance, multi-tenant platform with built-in AI.
Gain visibility and easily access daily validated and reconciled data from a platform built for scale and front-to-back investment clarity.
Automate data processing across multiple sources with clean, timely, and enriched data for accurate portfolio accounting and regulatory reporting.
Analyze multi-asset, whole-portfolio exposure to manage risk, conduct scenario analysis, and comply with NAIC and Solvency II regulations.
Clearwater CAPABILITIES
Simplify operations, improve compliance, and enhance reporting with Clearwater’s advanced insurance investment management solutions.
Automate accounting and reporting across GAAP, STAT, IFRS, and tax to reduce month-end close times, ensure ledger accuracy, and integrate seamlessly with GL systems.
Meet insurance-specific reporting requirements with pre-built compliance templates, automated data validation, and audit-ready outputs for global regulatory frameworks.
Catch and resolve issues early with automated checks across portfolios, including daily alerts on limit breaches.

Unite your firm’s investment accounting, compliance, performance, and sophisticated risk management.

Martin Knobbe Head of Middle and Back Office Investment, Versicherungskammer Group

Stephen McLoughlin Investment Services Manager, Delphi Financial Group
Richard Freeman Chief Investment Officer, Industrial Alliance Portfolio Management
Jonny Lee Finance & Investment Operations Director, Aviva
Simplify investment management with Clearwater’s cloud-native, built-in GenAI solutions.
Leverage the 2026 IIOR, from total outsourced insurance AUM and growth to the asset classes and managers reshaping the market.
We’ve put together five questions worth answering about NAIC’s Statutory Accounting Principles (E) Working Group before structural review meetings start filling calendars.
Insurers using legacy tech can’t close on schedule. See why modern teams converge on the close and what it takes.