Clearwater Analytics

Heading to EuroFinance in Barcelona, September 16–18? Clearwater will be at booth S15, ready to talk AI-powered front-to-back liquidity management, execution, and reporting. This year's event theme, "Strategic treasury in the AI era," is exactly the conversation we want to have with you. Stop by to: ▪️ See a live demo of AI-powered investment reporting ▪️ Talk through your current data challenges ▪️ Meet the team and see what a single source of truth for treasury actually looks like Book a meeting or drop by booth S15: https://lnkd.in/e2AUWemz

Come and meet Clearwater at the With Intelligence Hedge Fund COO Summit Europe, September 15-16th at Fairmont Windsor Park. We are proud Gold Sponsors of this prestigious event! Our team will be on site across both days. If you are thinking about how to run your operations more efficiently, whether you are launching a new fund, migrating from a legacy setup, or consolidating a fragmented stack, we would welcome the chance to talk. Come and meet the team: 🔹 Basim El-Shoura, Executive Director, Sales 🔹 Eliza Adriani, Senior Associate, Sales 🔹 Andrew Moore, Associate Vice President, Sales You are also warmly invited to our roundtable: 📌 Basim El-Shoura on "Assessing the right moment for best-in-class outsourcing solutions" Session 1B, Tuesday 15 September, 2:10 to 2:50 pm   A few things we love talking about with COOs: ▪️ One golden dataset, front to back. Fewer breaks, cleaner controls, faster answers. ▪️ Managed services that extend your team, not your headcount. ▪️ AI-ready by design, front to back: put AI to work safely instead of bolting it onto fragmented systems.   Let's talk about your operational priorities. Book a time with the team: https://lnkd.in/eMZYHv64;   #HedgeFunds #COO #EnfusionByClearwater #FrontToBack #FundOperations With Intelligence - Hedge Events

Insurance risk frameworks have evolved as portfolios have grown more complex, with insurers increasingly investing in private credit, structured products and alternatives. Alongside this shift, the standard for assessing portfolio risk has risen. Regulators and ratings agencies increasingly expect a fully recalculated portfolio rather than an estimate. For some insurers, this is a challenge because it can be difficult to stand up a large model risk function. Hear from Clearwater’s Tatiana Zebaze, Principal Product Manager, Risk for Insurance, on the move to full repricing and why insurers should consider platforms to support it. Read the blog: https://lnkd.in/e9aVQA_j

Clearwater Analytics is proud to be supporting Keywise Capital Management in this year's COPFA Alpha Showcase. The event showcases high-conviction investment ideas from nine leading Greater China and Asia-focused fund managers. Keywise Capital's alpha thesis explores the AI transformation of a global technology platform, whose long-term value has been underestimated by the market. Clearwater Analytics has been helping investment managers and institutional investors automate investment accounting, reporting, and analytics across the entire investment lifecycle. Our Enfusion by Clearwater platform is trusted by more than 1,000 hedge funds and asset managers. Register now to unlock all nine alpha submissions: https://lnkd.in/ewa7WEj4. For professional investors only.  CHINESE OVERSEAS PRIVATE FUNDS ASSOCIATION 中资海外私募基金协会 #COPFAAlphaShowcase #HedgeFunds #AssetManagement #GreaterChina #ClearwaterAnalytics #Enfusion

Private markets have become a major component in institutional portfolios. But as allocations grow, the infrastructure to gather intelligence on these assets remains outdated, fragmented, manual, and error-prone, leaving insights only as good as the data behind them. Clearwater’s Fund Analytics solves that problem by delivering accurate private market intelligence built on data you can trust. Watch our on-demand webinar to see how Fund Analytics can work in your portfolio. Watch the webinar: https://lnkd.in/e3j3p2_R

“The reality today is there is no middle ground with generative AI,” said Sandeep Sahai, Chief Executive Officer at Clearwater Analytics. “Either you adapt and embrace, or you're just going to die. Does that take away human judgment? I don't think it does.”   Watch Sahai talk about how AI is transforming investment operations, making PMs, CIOs, and CROs more effective at their jobs, and why human expertise will still lead the way.    See the full interview in this documentary made in partnership with CFA UK and Content With Purpose: https://lnkd.in/efq43qyY

When a fund experiences a major loss or a drawdown from an LP, it can make a portfolio behave unexpectedly. Understanding your investment processes helps reveal where the real risk lies. In part 2 of our risk and performance video series, watch Zoubair Esseghaier, Head of Product, Risk and Performance at Clearwater Analytics, explain how the right processes and data build a stronger framework for investment decisions. Discover how to manage risk and performance in portfolios: https://lnkd.in/e2Jyaygh

Having a larger budget for AI adoption doesn’t necessarily lead to better results. “Budgets are up this year, but what is holding firms back is the quality of their data,” said Sandeep Sahai, CEO of Clearwater, in an interview with James Comtois at Institutional Investor. Sahai was speaking about Clearwater’s Global GenAI Report 2026, which surveyed 178 senior investment leaders on how data quality is shaping AI adoption. The report found that the key to a winning strategy was a strong data foundation. Read the full interview on Institutional Investor: https://lnkd.in/e6uSp3cD And find out why firms need to close the data gap: https://lnkd.in/e-TenUT5

Our 2026 Insurance Asset Management Trends report, built on years of insights from the Insurance Investment Outsourcing Report (IIOR), pinpoints the shifts redefining how insurers invest. This year’s findings draw on year-end 2025 data from a record $5.5 trillion in unaffiliated general account AUM across 96 specialist managers and 12 consultants. And one of the biggest long-term trends has been a surge in private fixed income investments since 2021. Download the report and find out why insurers are investing in private markets along with other industry trends: https://lnkd.in/evb6dUTa

Save the date! Clearwater Connect London is happening this October. Our exclusive event for European investment leaders is back. In today’s landscape, European markets are growing more complex. Regulations keep evolving. AI is reinventing workflows. Firms are being pushed to rethink their operating models, while doing more with data, teams, and platforms. Join us for a day designed to help you exchange ideas with peers and discover what’s next for the industry.    ▪️ When: 21 October 2026 ▪️ Where: London | 88 Wood Street, EC2V 7QR Register now and connect with leaders navigating this shift firsthand. Click on the link in the comments.