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Access the latest Clearwater resources to level up your investment strategies.
Trends from the Insurance Investment Outsourcing Report
Join Matthew Vegari, Clearwater’s Head of Research, for a concentrated 30-minute session on the macroeconomic outlook. Analysis will follow the upcoming March jobs report and assess portfolio performance through the end of the first quarter.
In Q4 2025, Clearwater interviewed 100 executives and senior energy and commodity traders, quants, and analysts at specialist trading firms, hedge funds, fund managers, and investment banks across North America and Europe, representing firms responsible for $1.4 trillion in total capital allocated or tradable assets under management.
InvestOps attendees described a set of problems that will sound familiar to anyone running investment operations today. Validating data across systems that should agree but don’t. Accessing historical records back to inception for transparency requests and audits. Spending hours on manual cleanup before any downstream work can begin.
Many legacy OMS platforms were built when equity-centric strategies dominated the hedge fund landscape. As strategies have evolved to include meaningful fixed income, FX, swaps, options, futures, and structured products, those platforms have struggled to keep pace.
Step into a high-impact, insight-rich roundtable designed for insurance leaders transforming how their organisations understand, measure, and manage risk.
Join TreasurySpring and Clearwater for an intimate breakfast briefing on June 10 at Pan Pacific. We will move beyond traditional cash products to explore how organisations with surplus liquidity are leveraging the Repo market and digitised treasury workflows.
In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.
The cost of running a multi-fund, multi-asset book of record in Excel is much more expensive than investment teams realize. If your book of record lives in a spreadsheet, your book of record lives in a single point of failure.
With the recent marriage of generative AI tools and software development, tasks that required significant manual effort are increasingly automated — enabling teams to shift their focus from repetitive implementation to higher-order design, architecture, and innovation.