
Converge on the Close
Insurers using legacy tech can’t close on schedule. See why modern teams converge on the close and what it takes.
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Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.

Insurers using legacy tech can’t close on schedule. See why modern teams converge on the close and what it takes.

The Clearwater GIC Marketplace is the first digital platform purpose-built for stable value GIC transactions. It connects fund managers and GIC issuers in a centralized environment that replaces the entire manual solicitation process with a single, unified workflow.

Investment management runs on data. So when we started building AI into Clearwater three years ago, we already had something most companies have to spend years accumulating: $10 trillion in assets under management, two decades of investment data, and the domain expertise to know exactly what accuracy means in this industry.

Recent geopolitical risk and market volatility have accelerated the trend among energy firms for enterprise risk management and renewed the focus on scenario- and stress-testing capabilities, says Brian Wood at Beacon by Clearwater.
Insurers using legacy tech can’t close on schedule. See why modern teams converge on the close and what it takes.
The Clearwater GIC Marketplace is the first digital platform purpose-built for stable value GIC transactions. It connects fund managers and GIC issuers in a centralized environment that replaces the entire manual solicitation process with a single, unified workflow.
Investment management runs on data. So when we started building AI into Clearwater three years ago, we already had something most companies have to spend years accumulating: $10 trillion in assets under management, two decades of investment data, and the domain expertise to know exactly what accuracy means in this industry.
Recent geopolitical risk and market volatility have accelerated the trend among energy firms for enterprise risk management and renewed the focus on scenario- and stress-testing capabilities, says Brian Wood at Beacon by Clearwater.
Based on insights from Clearwater Analytics and Invesco’s webinar: Unlocking Private Credit in Institutional Portfolios: From Allocation to Operational Reality
The recent PRMIA webinar on the future of risk and performance generated a number of thoughtful audience questions, several of which there was not time to address in full during the live session. The following are extended responses to five of those questions, on topics that came up repeatedly during the panel discussion and in the Q&A.
Unités de compte : quand la complexité devient levier de compétitivité
Understand the differences between cross-sectional, time-series, and statistical risk factor models — and why interpretability matters for portfolio attribution, construction, and decision-making.
The biggest risk in insurance portfolios right now is not a misallocated asset or an unexpected rate move. It is the growing distance between the complexity of what APAC insurers are managing and the capability of the systems they are using to manage it.
Peek behind the code at Clearwater Engineering. Discover how our team tackles challenges like AI orchestration, auto‑scaling, and zero‑trust.