Bloomberg And Clearwater Analytics Partner to Optimize Investment Management Workflows
Clearwater Analytics (NYSE: CWAN) and Bloomberg have announced a strategic partnership to deliver an integrated front-to-back investment management solution. The collaboration combines Bloomberg's enterprise investment solutions with Clearwater's accounting platform to create a comprehensive offering for asset owners and managers.
The partnership introduces four key improvements: Turnkey Managed Integration, Enhanced OTC Management, Integrated Cash Management, and Consistent Position and Trade Data Exchanges. This solution aims to help clients manage costs, reduce risk, and achieve greater operational efficiency through a modular, open approach.
Clearwater Analytics (NYSE: CWAN) e Bloomberg hanno annunciato una partnership strategica per offrire una soluzione integrata di gestione degli investimenti end-to-end. La collaborazione unisce le soluzioni di investimento aziendali di Bloomberg con la piattaforma contabile di Clearwater, creando un'offerta completa per proprietari e gestori di asset.
La partnership introduce quattro miglioramenti chiave: Integrazione Gestita Chiavi in Mano, Gestione OTC Potenziata, Gestione Integrata della Liquidità e Scambi Coerenti di Dati su Posizioni e Operazioni. Questa soluzione è pensata per aiutare i clienti a controllare i costi, ridurre i rischi e ottenere una maggiore efficienza operativa grazie a un approccio modulare e aperto.
Clearwater Analytics (NYSE: CWAN) y Bloomberg han anunciado una alianza estratégica para ofrecer una solución integrada de gestión de inversiones de extremo a extremo. La colaboración combina las soluciones empresariales de inversión de Bloomberg con la plataforma contable de Clearwater, creando una oferta integral para propietarios y gestores de activos.
La alianza presenta cuatro mejoras clave: Integración Gestionada Llave en Mano, Gestión Mejorada de OTC, Gestión Integrada de Liquidez y Intercambios Consistentes de Datos de Posiciones y Operaciones. Esta solución busca ayudar a los clientes a controlar costos, reducir riesgos y lograr una mayor eficiencia operativa mediante un enfoque modular y abierto.
Clearwater Analytics (NYSE: CWAN)와 Bloomberg가 통합된 프론트-투-백 투자 관리 솔루션 제공을 위한 전략적 파트너십을 발표했습니다. 이번 협력은 Bloomberg의 기업 투자 솔루션과 Clearwater의 회계 플랫폼을 결합하여 자산 소유자와 관리자에게 포괄적인 서비스를 제공합니다.
파트너십은 네 가지 주요 개선점을 도입합니다: 턴키 관리형 통합, 향상된 OTC 관리, 통합 현금 관리, 그리고 일관된 포지션 및 거래 데이터 교환. 이 솔루션은 모듈식이고 개방적인 접근 방식을 통해 고객이 비용을 관리하고 위험을 줄이며 운영 효율성을 높일 수 있도록 돕는 것을 목표로 합니다.
Clearwater Analytics (NYSE : CWAN) et Bloomberg ont annoncé un partenariat stratégique visant à proposer une solution intégrée de gestion des investissements de bout en bout. Cette collaboration combine les solutions d'investissement d'entreprise de Bloomberg avec la plateforme comptable de Clearwater pour créer une offre complète destinée aux propriétaires et gestionnaires d'actifs.
Le partenariat introduit quatre améliorations clés : Intégration gérée clé en main, Gestion OTC améliorée, Gestion intégrée de la trésorerie et Échanges cohérents de données de positions et de transactions. Cette solution vise à aider les clients à maîtriser les coûts, réduire les risques et atteindre une plus grande efficacité opérationnelle grâce à une approche modulaire et ouverte.
Clearwater Analytics (NYSE: CWAN) und Bloomberg haben eine strategische Partnerschaft angekündigt, um eine integrierte Front-to-Back-Investmentmanagement-Lösung anzubieten. Die Zusammenarbeit verbindet Bloombergs unternehmerische Investmentlösungen mit der Buchhaltungsplattform von Clearwater und schafft so ein umfassendes Angebot für Asset-Eigentümer und -Manager.
Die Partnerschaft bringt vier wesentliche Verbesserungen: Schlüsselfertige Managed Integration, Erweiterte OTC-Verwaltung, Integriertes Cash-Management und Konsistente Positionen- und Handelsdatenaustausche. Diese Lösung soll Kunden helfen, Kosten zu kontrollieren, Risiken zu reduzieren und eine höhere operative Effizienz durch einen modularen, offenen Ansatz zu erreichen.
- Strategic partnership combines Bloomberg's front-office capabilities with Clearwater's accounting expertise
- Solution offers enhanced operational efficiency through integrated front-to-back workflows
- Open and modular approach allows clients flexibility in choosing solutions
- Improved data consistency and transparency across systems
- None.
Insights
Bloomberg-Clearwater partnership creates a robust integrated solution addressing front-to-back office needs, potentially expanding CWAN's market reach and competitive positioning.
This strategic collaboration between Bloomberg and Clearwater Analytics represents a significant development in the investment management technology landscape. The partnership effectively combines Bloomberg's front-office capabilities with Clearwater's accounting solutions to create a comprehensive front-to-back offering through an open, modular approach.
The key value proposition centers on four critical enhancements: turnkey managed integration, enhanced OTC securities management, integrated cash management, and consistent data exchange across systems. This addresses a fundamental challenge in the industry where firms typically face a difficult choice between single-vendor compromises or multi-vendor complexity.
For Clearwater, this partnership carries substantial strategic advantages. By integrating with Bloomberg's industry-leading investment workflows, Clearwater strengthens its competitive positioning against larger full-stack providers like BlackRock's Aladdin and State Street's Alpha. The collaboration enhances Clearwater's value proposition as an open, interoperable platform that prioritizes best-of-breed partnerships.
From a market perspective, this alliance targets the growing demand for modular yet integrated solutions that allow investment managers to optimize their technology stack without sacrificing functionality or accepting data fragmentation. The emphasis on data consistency and lineage across systems specifically addresses pain points around reconciliation and reporting accuracy that plague many investment operations.
For CWAN shareholders, this represents a positive development that could accelerate client acquisition, particularly among larger asset managers and owners who require sophisticated front-office capabilities alongside Clearwater's accounting strengths. Bloomberg's massive institutional footprint provides Clearwater with access to an expanded client base, potentially driving growth beyond its current trajectory.
The new offering will provide users with an enhanced operating model that delivers scale, speed, and flexibility, allowing them to manage costs and reduce risk. Clients using this combined solution will benefit from key improvements to their front-to-back investment management experience:
- Turnkey Managed Integration, redefined target operating model built to evolve with the industry
- Enhanced OTC Management, using Bloomberg's advanced tools for creation and management of OTC securities
- Integrated Cash Management, synchronized daily to support consistency and transparency
- Consistent Position and Trade Data Exchanges, support data consistency and lineage across systems
The combined offering brings together Bloomberg's leading suite of enterprise investment solutions for asset managers and asset owners with Clearwater's accounting solution, part of its trusted platform that includes data aggregation, reconciliation, and reporting. Bloomberg's enterprise solutions offer a comprehensive suite of integrated capabilities, including research management, order and portfolio management, as well as performance and risk analytics. The collaboration represents Bloomberg and Clearwater's commitment to delivering augmented front-to-back solutions to address the evolving needs of the industry.
"Today, many investment managers either compromise by relying on a single provider that may not meet all their needs or face the complexity of managing multiple vendors. This partnership blends Clearwater's best-in-class accounting solution with Bloomberg's leading investment workflows to streamline front-to-back operations," said Mark Flatman, Global Head of Enterprise Products at Bloomberg. "Buy-side firms need a technology partner that supports their success, and this partnership reflects our commitment to optimizing their operating models through scalable, interoperable and reliable solutions."
"Clearwater is an open, interoperable platform that gives clients the freedom to work with the best partners to meet their needs," said Shane Akeroyd, Chief Strategy Officer at Clearwater Analytics. "This collaboration with Bloomberg is a powerful example—connecting trusted accounting and investment data with advanced front-office workflows. It is part of our broader commitment to reduce complexity, increase accuracy, and help clients scale with confidence—alongside the partners and technologies that work best for them."
About Clearwater Analytics
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over
About Bloomberg
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration.
For more information, visit Bloomberg.com/company or request a demo.
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SOURCE Bloomberg
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