The Persistence of Manual Processes explores results from Clearwater’s comprehensive benchmarking survey of the insurance investment industry. This analysis piece examines survey data revealing that manual investment accounting and reporting processes are still widely used by insurers, and provides perspective on how and why these outdated methods are inefficient and often risky.
The analysis offers a useful perspective for those who would like to compare their investment teams’ processes to their peers’, and want to learn more about industry best practices for investment accounting and reporting.