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Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.
As we learned in an earlier blog about passing peak cash, leading corporate investment managers moved quickly as rates rose,…
Tariff turmoil, widening deficits, and market volatility have put US assets under meaningful scrutiny in 2025. A decline in the dollar, coupled with rising long-term Treasury yields, have many analysts pointing to international divestment from US assets. But have foreign investors really soured on US markets?
Energy and commodity traders may be risking more than they realize. Our research reveals that portfolio risk visibility is suffering…
Stable value isn’t one-size-fits-all. Discover 3 reasons why it demands a purpose-built solution for accurate accounting, reporting, and oversight.
Three NAIC working groups held meetings in February: The Risk-Based Capital (RBC) Investment Risk and Evaluation Working Group, the Valuation of Securities Task Force (VOSTF), and the Blanks Working Group (BWG). Many of the updates pertained to collateralized loan obligations (CLOs).
With the recent award win for IFRS 9 Solution Provider of the Year, Clearwater has further established itself as the premier solution for regulatory reporting and compliance. For the past several years, Clearwater has provided industry expertise to businesses affected by IFRS 9. Now, Clearwater is being recognized for its standout service in the industry.
Organizations are facing unprecedented compliance challenges, but modern technology can help solve these problems. Read this article to learn the 5 best practices for compliance monitoring.
Q/A with insurance expert Chris Watts about the state of the market and how organizations are adapting with technology.
Legacy compliance programs are struggling, but technology can help build efficient new processes.
Spreadsheet Risk affecting your company? Learn how to recognize, measure & manage it with the help of 35+ years of Microsoft Excel.
To understand misalignment between investment and accounting functions, it helps to first consider the separate goals of each team.
Groups that increase transparency into their holdings can speed up accounting and reporting processes and gain access to valuable insights. Read our article on how you can leverage technology to drive trust in limited partnership data.
Whether private or public, agency or non-agency, originating, or securitizing: All mREITs need lean operations and efficient processes.