Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking

Rhea-AI Summary

Clearwater Analytics (NYSE: CWAN) has launched Clearwater Insights, a powerful peer benchmarking solution for CFOs and treasury teams. This new product enables users to conduct benchmarking analyses across Clearwater's daily investment data portfolio, facilitating better decision-making and return optimization. Key benefits include:

• Informed decision-making
• Objective analysis
• Comprehensive benchmarking

Clearwater Insights allows users to compare their performance against fully customizable peer cohorts, including the Clearwater Corporate Treasury Index of 400+ portfolios. The solution addresses the need for accurate industry performance metrics and transparency, helping financial leaders make strategic investment decisions tailored to their specific needs.

Positive

• Launch of Clearwater Insights, a new peer benchmarking solution for CFOs and treasury teams
• Access to comprehensive investment data for strategic decision-making
• Ability to compare performance against customizable peer cohorts, including 400+ portfolios in the Clearwater Corporate Treasury Index
• Enhanced visibility into industry performance metrics and trends

Negative

• None.

Financial Technology Analyst

Clearwater Analytics' launch of Clearwater Insights marks a significant advancement in corporate treasury management. This new benchmarking tool addresses a important gap in the market by providing real-time, data-driven peer comparisons for CFOs and treasury teams. The ability to benchmark against a pool of 400+ portfolios in the Clearwater Corporate Treasury Index is particularly noteworthy.

From an investor's perspective, this product launch could potentially boost Clearwater's competitive edge and market share in the fintech sector. By offering unique, value-added services, Clearwater is likely to increase client retention and attract new customers, potentially leading to revenue growth. However, the actual impact on Clearwater's financials will depend on the product's adoption rate and pricing strategy, which are not disclosed in the announcement.

While this news is positive for Clearwater's business prospects, investors should monitor future earnings reports to gauge the actual impact of Clearwater Insights on the company's bottom line.

Corporate Finance Expert

The introduction of Clearwater Insights addresses a significant pain point for CFOs and treasury teams. The ability to conduct objective, data-driven peer benchmarking is invaluable for optimizing investment strategies and performance. This tool could potentially shift the paradigm of corporate treasury management from reliance on subjective advice to data-informed decision-making.

For Clearwater Analytics, this product launch represents a strategic move to deepen its relationships with existing clients and expand its value proposition. By providing insights that directly impact strategic financial decisions, Clearwater is positioning itself as an indispensable partner to its corporate clients.

Investors should view this development as a positive indicator of Clearwater's innovation capabilities and its understanding of client needs. However, it's important to monitor the product's adoption rate and its impact on client acquisition and retention in future quarters to fully assess its value to Clearwater's growth strategy.

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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SOURCE Clearwater Analytics

FAQ

What is Clearwater Insights and when was it launched by Clearwater Analytics (CWAN)?

Clearwater Insights is a peer benchmarking solution launched by Clearwater Analytics (CWAN) on September 18, 2024. It provides CFOs and treasury teams with tools to conduct benchmarking analyses across Clearwater's daily investment data portfolio.

How does Clearwater Insights benefit CFOs and treasury teams using CWAN's platform?

Clearwater Insights enables informed decision-making, objective analysis, and comprehensive benchmarking. It allows users to compare their performance against customizable peer cohorts, including the Clearwater Corporate Treasury Index of 400+ portfolios, helping optimize returns and minimize risk.

What key metrics can be evaluated using Clearwater Insights for CWAN clients?

Clearwater Insights allows CWAN clients to evaluate key metrics such as book yield, total return, duration, and asset allocation against industry benchmarks. This helps users understand their position relative to peers and make informed investment decisions.

How much in assets does Clearwater Analytics (CWAN) manage through its platform?

According to the press release, Clearwater Analytics (CWAN) manages more than $7.3 trillion in assets spanning traditional and alternative asset types through its platform.