Independent market and portfolio analysis powered by Clearwater’s proprietary database, linking macro conditions with tactical and strategic asset allocations.
Analysis of interest rates, volatility, growth, and monetary policy
Holdings and transactions data—cleaned, anonymized, and aggregated
Insights into allocation trends, returns, and tactical positioning
Indices that measure the allocations and performance of institutional investors’ portfolios, all constructed from anonymized, aggregated portfolio data processed on the Clearwater platform.
The CDAI looks back and analyzes investment data, tracking fixed income holdings and adjustments to duration relative to historical norms.
The CCTI measures the Annualized Total Return & Book Yields with data from over 400 corporate treasury portfolios, each managing at least $100 million in assets.
Timely analysis of movements observed in Clearwater’s proprietary database and indices, exploring monetary policy, credit conditions, foreign exchange, equities, alternative assets, and more.
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In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.
In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.
As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.
As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.
The Research Desk is taking a look at long rates to explore how fixed income portfolios have evolved and where they’re heading in 2026.
In-depth analyses examining macroeconomic trends and evolving allocation strategies across
industries, drawing on Clearwater’s proprietary database and domain expertise.
Explore the evolution of the alternatives market for insurers, drawing on CWAN’s proprietary database to reveal real-time allocation trends.
Explore insights from top insurance CIOs on future-proofing operating models in our latest report with Clearwater Analytics.
Our 2026 Outlook not only leverages the typical publicly available data – but also leverages the atypical, our own proprietary database. We’re looking out and, for the first time, looking in
$10T+
in global assets processed daily on CWAN’s platform
60
asset classes, from public bonds and equities to mortgages and LPs
1k+
insurers, corporates, asset managers, hedge funds, governments, non-profits & more
Reach out for media inquiries, expert commentary, and insights.
Research is produced by Clearwater economists, analysts, and subject-matter experts who design the indices and map movements on Clearwater’s platform to financial market conditions.
Clearwater’s research database is comprised of holdings, transactions, and asset performance on Clearwater’s platform.
The data has been cleaned, anonymized, and aggregated to reflect industry best practices and compliance with our legal obligations. Read our privacy policy.