Up-to-date information on industry changes, best practices, news, and trends for investment professionals.
Get started by scrolling below or search for something specific.
Regulatory updates from the NAIC, EIOPA, SEC, and other regulators relevant to investment accounting.
Today’s unrelenting challenge for active managers is to resurrect the alpha value proposition and reconnect with their investors. In the end, performance is simply not enough. The alpha differentiation needs to exceed the perceived value of “cheap and easy.” This will be the only way for the active manager to remain relevant and retain and acquire client assets.Read More
Best practices and other considerations relating to investment data operations, based on Clearwater’s extensive experience and client base.
News and other updates on the latest innovations in the financial technology sector.
Though its home is software development, Agile project management is embraced by other industries for its flexible and innovative nature.Read More
Information about, and dispatches from, the most important industry events for institutional investors across the globe.
Are you coming to this year’s User Conference? Don’t miss this one-of-a-kind event, specifically tailored for those interested in investment accounting, treasury-related topics, investment management trends, data operations, and best practices for using Clearwater.Read More
All about Clearwater: what is our company up to, and how can you best engage with our community of users.
On June 16, 2016, the FASB issued Accounting Standards Update (ASU) 2016-13, Financial Instruments – Credit Losses (Topic 326). This update requires immediate recognition of management estimates of Current Expected Credit Losses (CECL) for assets held at amortized cost. Although the CECL model does not directly apply to securities held as Available-for-Sale (AFS), updates have been made to the AFS impairment standard such as requiring that credit losses be recognized as an allowance instead of a write-down.Read More