Research Desk

Independent market and portfolio analysis powered by Clearwater’s proprietary database, linking macro conditions with tactical and strategic asset allocations.

Proprietary data series
Market briefs
Reports
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Where others provide market commentary, we empower your allocation and risk decisions.

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Macro environment

Analysis of interest rates, volatility, growth, and monetary policy

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Proprietary database

Holdings and transactions data—cleaned, anonymized, and aggregated

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Portfolio implications

Insights into allocation trends, returns, and tactical positioning

CCTI & CDAI Indexes

Clearwater proprietary data series

Indices that measure the allocations and performance of institutional investors’ portfolios, all constructed from anonymized, aggregated portfolio data processed on the Clearwater platform.

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Clearwater Duration Activity Index (CDAI)

The CDAI looks back and analyzes investment data, tracking fixed income holdings and adjustments to duration relative to historical norms.

Clearwater Corporate Treasury Index (CCTI)

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.

Market briefs

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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A rough Q1 for investors and a tough outlook for the economy

As the military campaign against Iran unfolds, high oil prices threaten this late-stage cycle to the greatest degree in years. The specter of higher inflation, propelled by an energy shock, has rattled markets. Portfolios endured a rough Q1, as stocks and fixed income repriced for lower profitability and higher rates. In this market brief, the first of its kind, we leverage Clearwater’s proprietary database and take a detailed look at returns year-to-date to see what’s dragging performance for private wealth investors and nonprofits.

2 min read

Market Brief

A whirlwind Q1 for insurers

Portfolios endured a rough Q1, as stocks and fixed income repriced for lower profitability and higher rates. In this market brief, the first of its kind, we leverage Clearwater’s proprietary database and take a detailed look at returns year-to-date to see what’s influencing performance for insurers.

2 min read

Market Brief

Cash strategies and a reluctant-to-cut Fed

In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.

1 min read

Market Brief

Upside/downside: The portfolio implications of an oil shock

In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.

1 min read

Market Brief

US insurers holler for a dollar

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.

1 min read

Market Brief

Research reports

In-depth analyses examining macroeconomic trends and evolving allocation strategies across
industries, drawing on Clearwater’s proprietary database and domain expertise.

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Are “alternatives” still alternative? 

Explore the evolution of the alternatives market for insurers, drawing on CWAN’s proprietary database to reveal real-time allocation trends. 

Reports, Research Desk

Nov 18 2025

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The economy that wants to hang on

Explore insights from top insurance CIOs on future-proofing operating models in our latest report with Clearwater Analytics.

Reports, Research Desk

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Outlook ’26: A data-driven take on an economy that (still) wants to hang on

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

Reports, Research Desk

Dec 08 2025

The Data

What we see

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$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

Connect with our research team

Reach out for media inquiries, expert commentary, and insights.

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Media inquiries

Meet our team

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.

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Matthew Vegari

Head of Research, CWAN

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Tyler Busby

Data Scientist, CWAN

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.