“Four Imperatives for Establishing Investment Accounting and Reporting Best Practices”

The complexity and uncertainty of today’s financial markets has placed tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them.

This white paper outlines four imperatives that accounting and finance professionals should adopt in order to have a consolidated, transparent view of their investment portfolio.

• Be consolidated and consistent

• Be fast and agile

• Be automated

• Be scalable

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Clearwater Analytics
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Suite 1050
Boise, ID 83702


(208) 918-2400


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