Clearwater Analytics

Continuing the celebration of Women's History Month at Clearwater, we asked how we can create workplaces where women truly thrive. Our EMEA Head of Marketing, Hannah Smith, shares her insights in our latest video, exploring actionable ways to support and uplift women in the workplace. From strong female leadership to finding the right allies, her message is a powerful reminder that accelerating action starts with all of us. Watch the full video to hear Hannah’s perspective, and stay tuned for more inspiring stories throughout Women’s History Month! ??

The NAIC’s updated bond definitions will have a major impact on investment classifications, risk management, and regulatory compliance. Insurers must act now to assess their exposure and prepare for the changes. Global regulatory policy expert Sabrina Wilson, CPA, FLMI breaks down what this means for insurers in Corporate Compliance Insights. ?? Read more: https://cw-an.co/3FI6OzV #Insurance #RegulatoryCompliance #NAIC #InvestmentManagement

???? Clearwater Connect is hitting the road!? We’re bringing Clearwater Connect on the Road—a global series where you’ll hear directly from peers, experience live demos, and engage in expert-led discussions. First stop: Bermuda! ?????? Join us May 21, 2025, at the Hamilton Princess. Register today: https://cw-an.co/3DTLB5w Stay tuned for the full lineup with more cities and more opportunities to connect!

Big Moves at InvestOps! We didn’t just show up—we made headlines. Clearwater announced its intent to acquire Beacon and Blackstone’s Bistro, building the future of investment management with a fully integrated, front-to-back platform that unifies data, analytics, and execution across public and private securities. This ties directly into the industry debate on “best-of-breed vs. front-to-back providers”—a topic our own Subbiah Subramanian tackled during his panel discussion. The key takeaway? The future of investment operations isn’t about choosing one or the other—it’s about open, interoperable ecosystems that provide both flexibility and scale. With alternative assets getting more complex, the need for seamless data aggregation, transparency, and automation has never been greater. We’re here to make it easier. Want to learn more? Check out our latest report - Redefining Investment Data Management for Alternative Assets. ?? Read it now: https://cw-an.co/429R813

Is Your Portfolio Ready for the Risk-Based Capital (RBC) Regime? New RBC requirements will impact portfolio strategy, asset-liability management, and compliance. How will your firm adapt? Read the blog for a breakdown of RBC implications and how they compare to other regulatory frameworks: https://cw-an.co/4bssuMd #AssetManagement #Insurance #PortfolioStrategy #RiskManagement

Join us on March 20 at 2 p.m. EDT for an in-depth look at the Implementation of Principles-Based Bond Definition and its key implications for insurers and asset managers. Hear from Clearwater’s Sabrina Wilson, CPA, FLMI , Brandon Hill, and Musab Khougali, along with National Association of Insurance Commissioners (NAIC)’s Julie Gann, as they provide clarity on regulatory expectations, practical challenges, and best practices for compliance. You'll explore: ? Key elements of the Principles-Based Bond Definition (PBBD) ? Identify and address questions from initial application of the PBBD ? Identify and address reporting questions with the revised investment schedules. ? Identify and address questions on other new SAP guidance Saved your spot today and earn 1CPE credit: https://cw-an.co/41i3WAS

Clearwater is thrilled to announce agreements to acquire Beacon Platform and Blackstone’s BISTRO! Beacon has set the standard for cross-asset risk analytics, empowering firms like?PIMCO and?Blackstone, as well as top hedge funds, to leverage advanced modeling for derivatives, private credit, real estate, and alternative assets. Our strategic partner PIMCO is equally excited and remains a key collaborator in shaping Clearwater’s next-generation platform. https://cw-an.co/3DDptw1

Alternative assets are on the rise - is your data strategy keeping up? Institutional investors now allocate an average of 24% of their portfolios to alternatives - but managing fragmented, unstructured data while meeting client and regulatory demands requires a fresh approach. Traditional systems weren’t built for the complexities of private equity, real estate, and other alternatives. It’s time to redefine your data strategy. Read our latest whitepaper to explore: ? Why traditional approaches fall short ? How DaaS is transforming operations ? The role of AI in simplifying data If you’re navigating alternative investments, this is a must-read?? https://cw-an.co/4237R61

For Women's History Month we're proud to celebrate the incredible women at Clearwater who are shaping our workplace and communities. We asked them to share what Accelerate Action means to them - and Jessica Straughn's perspective is truly inspiring. Hear her thoughts on the power of driving changes through tangible actions that create equal opportunities. We'll be sharing more powerful perspectives all month long - so stay tuned! ?? #WomensHistoryMonth #WomenInLeadership

Headed to ALTSLA 2025? So are we! Brandon Pelfrey and Christina Spagnolo will be on site and ready to connect with you. If you’re looking to explore how we can help streamline your private market investments or just want to chat about the latest trends, reach out or catch them between sessions! And make sure to swing by the coffee station for some Clearwater swag. See you there! ?? #ALTSLA #AlternativeInvestments To learn more: https://cw-an.co/4iqiHJ7