Clearwater for income analytics 

Join us as we delve into an array of powerful tools designed to enhance your income analytics processes. In a rapidly evolving investment landscape, the ability to navigate income streams with precision is more critical than ever.

Date: April 30, 2025
Time: 2 p.m. EDT
Location: Your desk

Presented by our very own Solutions Expert Brian Iyall, we will explore four innovative reporting tools that empower investment professionals like yourself to make informed decisions and optimize your income strategies:

1. Book Yield Impact Tools: Understand what variables are driving a change in book yield or annualized income over a given time period. The solution provides both summary level and lot level details. The income reasonableness test provides lot level reporting for expected income vs actual income.
2. Shock Analysis: Stress-test your portfolio against various scenarios, enabling you to identify vulnerabilities and craft resilient strategies. The solution offers fully integrated support for Interest Rate Sensitivity reports within the standard AM Best reporting package.
3. Income Forecast: An automated, post-trade tool that provides insights into variables affecting your income streams and allows you to produce detailed investment income forecasts and analysis that can guide your investment strategies.
4. Advanced Income Checks: Configure and automatically monitor period over period swings in income.

Register today to learn how you can leverage these cutting-edge solutions to bolster your investment strategies, effectively manage risk, and ultimately maximize your income potential.