• 2024 Insurance Investment Outsourcing Report (IIOR)

Manager Profile Submission Workbook: Insurance Investment Outsourcing Report

Submit your Manager Profile Data by March 29 to be included in the 2024 Insurance Investment Outsourcing Report (IIOR), a Clearwater Analytics publication in partnership with DCS Financial Consulting.  Download Submission Workbook

This annual report is the insurance investment industry standard, now in its 11th year of publication. The report is focused on third-party general account AUM, but it also provides other useful AUM data to insurers.

Participation is free.

Clearwater’s promotion of the report creates significant exposure for the companies included. Many insurance asset managers have told us they were included in RFPs and searches based on their participation in the IIOR. Optional sponsorship/advertising through DCS Financial provides additional exposure, and the workbook provides contact information for managers that are interested. Below are some estimates of the exposure provided by the IIOR.

  • 1,200+ downloads of the 2023 report
  • Email notifications to over 15,000 insurance professionals across ~2,000 insurance companies
  • Digital publication by Clearwater Analytics including website hosting throughout the year
  • Media, including social media, promotion
  • And more…!

Your submission must be completed by March 29.

Download and complete the workbook using the link below.

Then return the completed form to Steve Doire at

Download Submission Workbook