Resource center
Access the latest Clearwater resources to level up your investment strategies.
2026 Clearwater Global GenAI Report 178 senior investment leaders reveal why firms succeeding with AI are the ones with the strongest data foundations.
Despite market swings in 2026, the S&P 500’s trailing three-year annualized return reached 20%. Our Research Desk looks at how US insurers are shifting equity strategies during the rally.
Trends from the Insurance Investment Outsourcing Report
Insurance risk regulation has quietly changed shape. The frameworks that rating agencies and regulators apply to insurers no longer accept a simplified estimate of what a portfolio would be worth under stress. Increasingly, they expect insurers to demonstrate a genuinely recalculated value — every instrument, repriced under each prescribed condition.
Insurance risk has changed more in the last decade than in the twenty years before it. We sat down with Tatiana Zebaze to talk about what’s driving that change, why regulators and rating agencies increasingly expect a fully recalculated portfolio rather than an estimate, and what it means for mid-market insurers today.
AI is improving hedge fund workflows. At Clearwater’s Connect Hong Kong event, investment leaders shared how it’s reshaping their day-to-day work.
Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.
A deep dive into Clearwater’s performance and risk reporting capabilities, designed to help you better understand results, identify trends, and proactively manage portfolio exposure.
A focused session on Clearwater’s compliance capabilities, built to help teams confidently monitor policies, identify issues early, and reduce the manual burden of ongoing compliance management.
Insights from Connect New York Partnerships in managed services built on trust and powered by the right technology are helping investment operation leaders navigate an increasingly complex investment and regulatory environment without adding headcount. This was the focus of a recent…