Clearwater Insights Empowers Financial Leaders
with Comprehensive Investment Data for Strategic Peer
Benchmarking
BOISE, Idaho, Sept. 18, 2024 /PRNewswire/ -- Clearwater
Analytics (NYSE: CWAN), a leading worldwide provider of
SaaS-based investment management, accounting, reporting, and
analytics solutions, has launched Clearwater Insights, a
powerful peer benchmarking solution. This new product provides
Chief Financial Officers (CFOs) and treasury teams with powerful
capabilities to conduct benchmarking analyses across Clearwater's daily investment data portfolio,
enabling superior decision-making and return optimization.
"Every CFO and finance leader wants to be able to compare and
learn from their peers. Today, they might know their return or book
yield, but they have no idea how they stack up against their
industry peers. By using Clearwater Insights, leaders can easily
identify where opportunities exist and make adjustments in
real-time," said Jim Cox, CFO at
Clearwater Analytics. "Teams using Insights will benefit from
quickly visualizing how they compare to fully customizable peer
cohorts, such as the Clearwater Corporate Treasury Index comprised
of 400+ portfolios. With peer benchmarking functionality, they can
immediately narrow their peer group to companies that resemble and
invest like them, enabling them to have confidence in knowing what
excellence looks like."
Clearwater Insights is designed to address the pressing need for
a complete picture of industry performance metrics, accuracy and
transparency. This strategic offering answers the key question
—"What is considered a good return?" — by spotting performance
trends across the portfolios within the Clearwater client community. Key benefits
include the ability to conduct:
- Informed Decision-Making: Enhance portfolio performance,
minimize risk, and gain a clear understanding of asset movement
relative to peer groups.
- Objective Analysis: Move beyond subjective and anecdotal
investment advice with robust, data-driven insights.
- Comprehensive Benchmarking: Evaluate key metrics such as
book yield, total return, duration, and asset allocation against
industry benchmarks.
"Clearwater Insights has greatly enhanced our treasury
operations by providing clarity on our position relative to peers,"
said Kyle Breidenstine, VP Finance
and Controller at PepGen. "This new understanding has empowered us
to make informed decisions and align our strategies with industry
best practices, ensuring confidence in a challenging market."
"Clearwater Insights empowers financial leaders to access
comprehensive investment data effortlessly," said Sunil Dixit, Chief Product Officer at Clearwater
Analytics. "By utilizing Clearwater Insights, CFOs and treasury
teams can make well-informed, strategic investment decisions
tailored to their specific needs. Reliable and deep understanding
of data provides a competitive edge for organizations aiming to
navigate the future with confidence and precision."
For a closer look at the data this product can provide, visit:
Clearwater Insights.
About Clearwater Analytics
Clearwater Analytics (NYSE: CWAN), a global, industry-leading
SaaS solution, automates the entire investment lifecycle. With a
single instance, multi-tenant architecture, Clearwater offers award-winning investment
portfolio planning, performance reporting, data aggregation,
reconciliation, accounting, compliance, risk, and order management.
Each day, leading insurers, asset managers, corporations, and
governments use Clearwater's
trusted data to drive efficient, scalable investing on more than
$7.3 trillion in assets spanning
traditional and alternative asset types. Additional information
about Clearwater can be found
at clearwateranalytics.com.
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