Clearwater Analytics Holdings (CWAN) Company Report

A Clearwater Analytics study reveals that alternative investments now comprise nearly one-third of the US insurance industry's assets, totaling approximately $2.7 trillion, indicating a permanent structural shift in portfolio strategy.
The report highlights Private Credit, including privately placed bonds and mortgage loans, as the dominant and fastest-growing alternative asset class.
This significant shift has created an IT infrastructure crisis, with legacy systems causing alternative asset processing times to be three to five times longer.
Some leading insurers are allocating between 35% and 70-80% of their capital to private and alternative assets.

Nov 12, 2025, 5:16 PM

Press Release

Clearwater Analytics Report Details $2.7 Trillion Shift to Alternative Investments in Insurance Sector

CWAN

New Projects/Investments

Clearwater Analytics (CWAN) published a report indicating a fundamental transformation in the insurance sector, with alternative investments shifting from a marginal strategy to a cornerstone of portfolios.
This shift represents approximately $2.7 trillion in the U.S. insurance sector, where alternative investments now constitute nearly one-third of assets.
The report highlights that some insurers are allocating 40-50% of their portfolios to 'alternatives'.
Similar structural shifts are occurring in the UK and continental Europe, as insurers seek diversification, yield, and alignment with Solvency II and changing capital rules.

Nov 12, 2025, 9:00 AM

Press Release

Clearwater Analytics Reports Insurance Sector's Shift to Alternative Investments

CWAN

New Projects/Investments

Clearwater Analytics (CWAN) has published a study indicating a significant shift in the insurance sector towards alternative investments, which is creating a technology gap.
Alternative investments now represent approximately $2.7 trillion, or nearly one-third, of the US insurance sector's assets.
An analysis of 400 insurers by CWAN shows that some insurers are allocating between 40% and 50% of their portfolios to alternatives.
This structural change is also occurring in the UK and continental Europe, as insurers seek diversification, yield, and risk adaptation.

Nov 12, 2025, 9:00 AM

Press Release

Clearwater Analytics Report on Insurance Sector's Shift to Alternative Investments

CWAN

A report by Clearwater Analytics indicates that alternative investments now comprise nearly one-third of the U.S. insurance sector's assets, amounting to approximately $2.7 trillion, as insurers move away from traditional portfolio strategies.
This structural shift is also occurring in the UK and continental Europe, driven by insurers seeking diversification, returns, and liability alignment with Solvency II and evolving capital regulations.
The analysis of 400 insurers reveals that some are now allocating 40-50% of their portfolios to alternative investments.
This significant transition to alternative investments by the insurance sector is creating a technological gap.

Nov 12, 2025, 9:00 AM

Press Release

Clearwater Analytics Report Highlights $2.7 Trillion Shift to Alternative Investments in Insurance Sector

CWAN

New Projects/Investments

Clearwater Analytics (CWAN) released a report revealing that alternative investments now account for approximately $2.7 trillion, or nearly one-third, of the total assets in the U.S. insurance sector.
The study identifies a technology infrastructure crisis within the insurance industry, as current systems are unable to efficiently manage the growth of alternative assets, leading to processing times for alternative asset transactions that are 3 to 5 times longer.
Some insurers are allocating between 40% and 50% of their assets to alternative investments, with private credit (including private bonds and mortgages) being the dominant class within these allocations.

Nov 12, 2025, 9:00 AM

Press Release

Clearwater Analytics Considers Sale Amid Takeover Interest

CWAN

M&A

Takeover Bid

Clearwater Analytics Holdings Inc. is considering a potential sale after receiving takeover interest, which led to an 8.6% intraday increase in its shares. The company has a market capitalization of approximately $5.4 billion.
The company has shown steady revenue growth of 7.8% over the past three years. However, it has a very low operating margin of 0.04% and an extremely low interest coverage ratio of 0.01, despite a high net margin of 61.25%, suggesting potential challenges with profitability and meeting interest obligations.
Wellington Management has disclosed a 6.2% passive stake in Clearwater Analytics, representing about 17.79 million shares.
Clearwater also released an industry study highlighting that U.S. insurers hold nearly $2.7 trillion in alternative assets, indicating a significant technology gap that the company's expanded software capabilities aim to address.

Nov 12, 2025, 2:04 AM

Bloomberg

Clearwater Analytics Deploys Generative AI Platform Globally

CWAN

Product Launch

New Projects/Investments

Clearwater Analytics (CWAN) has announced the global deployment of CWAN GenAI, an embedded generative AI platform capable of managing over $10 trillion in institutional assets for investment management, risk management, reporting, and operational transformation.
The platform currently supports over 800 AI agents created by CWAN clients and internal teams, as well as 20 highly trained domain-specific agents.
CWAN GenAI has demonstrated significant operational efficiencies for clients, including a 90% reduction in manual reconciliation work, an 80% acceleration in regulatory and accounting report generation, and a 50% shorter financial close cycle.
Built on AWS, the platform reduces the data cycle from 30 days to 24 hours, enabling faster decision-making for its expanding client base.

Nov 6, 2025, 7:01 PM

Press Release

CWAN Announces Global Implementation of CWAN GenAI

CWAN

Product Launch

New Projects/Investments

Clearwater Analytics (CWAN) has announced the global implementation of CWAN GenAI, an integrated generative AI platform.
This platform provides over 800 AI-agents for deployment in customer assets valued at more than $10 trillion.
CWAN GenAI is designed to process millions of daily tasks in investment management, risk management, reporting, and operations.
It is fully integrated and implemented in production on CWAN's front-to-back platform.

Nov 6, 2025, 7:00 PM

Press Release

CWAN announces global deployment of GenAI platform

CWAN

Product Launch

New Projects/Investments

Clearwater Analytics (CWAN) has announced the global deployment of CWAN GenAI, an integrated generative AI platform.
This platform makes over 800 AI agents available for deployment on $10 trillion of client assets.
Global institutions are utilizing these agents to manage millions of daily activities in reconciliation, reporting, and portfolio management.
CWAN GenAI is fully integrated into CWAN's platform, enabling collaborative AI partnership in investment operations.

Nov 6, 2025, 7:00 PM

Press Release

CWAN Announces Global Deployment of GenAI Platform

CWAN

Product Launch

New Projects/Investments

Clearwater Analytics (CWAN) has announced the global deployment of CWAN GenAI, an integrated generative AI platform.
The platform is available for implementations across over $10 trillion in client assets, with more than 800 AI agents ready for use.
CWAN GenAI is designed to transform investment management, risk management, reporting, and operations, capable of scaling to millions of daily tasks.
It is fully integrated into CWAN's existing front-end and back-end platform, distinguishing it from experimental AI tools.

Nov 6, 2025, 7:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Clearwater Analytics Holdings.

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