Fortitude Re, Securian Financial, T. Rowe Price, UBS and Wellington Management Among
Firms Celebrated for Mastery in Investment Management
Operations
BOISE,
Idaho, Sept. 17, 2024 /PRNewswire/
-- Clearwater Analytics (NYSE: CWAN), a leading worldwide
provider of SaaS-based investment management, accounting,
reporting, and analytics solutions, today announced the winners of
its Client Excellence Awards. Presented at Clearwater Connect, the
awards highlight individuals, teams, and firms that have achieved
growth, operational excellence, transformations and more with
Clearwater's award-winning
investment management platform.
"Congratulations to our award winners who are defining
excellence in investment management operations," said Subi Sethi, Chief Client Officer at Clearwater
Analytics. "These firms and individuals are at the forefront,
pushing boundaries with efficiency and paving the way for growth.
Their commitment to innovation sets an inspiring standard for the
industry and demonstrates what is possible when we unite in purpose
to become better together."
The winners of this year's Clearwater Connect 2024 Client Awards
are:
POWER USER
These individuals exemplify mastery
of Clearwater's technology,
integrating advanced features and creating custom dashboards and
reports to optimize their use of the platform.
- Alicia Hill Janowiak, Deputy
Controller and Director, ARMOUR Capital Management LP
- Judy Wang, Managing Director of
Operations, SSI Investment Management
- Ryan Rafferty, Investment
Accountant, Controller and Treasury, Securian Financial
- Stephen Rivera, Director,
Investment Systems-Analytics, Pan-American Life Insurance
Group
TRAILBLAZER
This award celebrates a firm that has
boldly embraced cloud and SaaS technologies, setting a new standard
for innovation in investment operations.
GROWTH ENABLER
Recognizing a firm that has
successfully leveraged their investment operations team to support
rapid growth, proving that increased AUM does not stop their
operational progress.
MVP
These professionals have shown exceptional
dedication to investment accounting, ensuring robust management of
reporting, compliance, and risk.
- Andrea Petersen, Senior Manager,
Investment Accounting, Kuvare
- Joe Fessenden, Tax Manager,
Prosperity Life Group
- Eric Simm, Client Operations
Lead, Wellington Management Company
OPERATIONAL EXCELLENCE
This accolade honors a firm
turning their operations into a fast-paced, high-quality engine,
while running a lean, efficient team.
PARTNERED FOR SUCCESS
Awarded to firms that have
excelled in delivering impactful solutions and empowering clients
to scale effectively.
To learn more about Clearwater Analytics, speak to an expert
today.
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
