Clearwater Analytics is redefining institutional investment management by integrating generative AI and strategic M&A to streamline data workflows, enhance risk modelling, and boost analyst productivity amid rising demand for alternative asset insights.
Clearwater Analytics is steering a rapid transformation in how institutional investors collect, verify and act on investment data, pushing enterprise software beyond efficiency into intelligence at scale. According to the original report hosted by Joseph Coletti, CEO Sandeep Sahai says automated investment management, performance measurement and risk analytics are becoming critical components of modern investment infrastructure. [1][4]
Sahai argues the growing importance of alternatives , private credit and other less standardised asset classes , is accelerating the need for tech that can ingest fragmented data and produce timely insight. “It takes roughly seven times the processing and human power to tackle $1bn of alternative assets versus $1bn of equities,” he told RBC CM. [1][4]
Generative AI is central to Clearwater’s strategy to increase analyst productivity and speed decision-making. Sahai told RBC CM: “Generative AI allows you to sift through vast quantities of data and provides analysis for you – it can’t replace the analyst but can make them twenty times more efficient.” He also framed AI as a rapidly improving first line of defence in data verification, citing Clearwater’s C1 GenAI as a tool that lets investors query reports and receive instant assessments rather than follow slower manual routes. [1][4]
Sahai stresses a pragmatic approach to AI deployment: pursue short-term projects with measurable returns, build consensus and avoid chasing technology for its own sake. “Building consensus and aiming for a clear-cut return in a meaningful time horizon is crucial to sustaining a generative AI program,” he said. He also warned against waiting for perfection: “Even if 40% of the time you’re right, clients are much happier.” [1][4]
Clearwater has sought to turn those strategy statements into product reality through acquisitions that stitch together front, middle and back office capabilities. The company completed its purchase of Enfusion , a portfolio and order management, IBOR and front-office SaaS provider , in a roughly $1.5bn deal that Clearwater said creates the industry’s first single-instance, multi-tenant, cloud-native platform to unify front, middle and back-office operations. According to the announcement, the combination is intended to remove fragmented workflows and accelerate data-driven decision-making. [2][5]
A separate acquisition of Beacon Platform strengthened Clearwater’s cross-asset risk modelling and developer infrastructure, deepening capabilities across structured products, private credit and derivatives. Clearwater said integrating Beacon’s analytics with front-office capabilities and alternative-asset intelligence supports a single architecture spanning trading, modelling, accounting and regulatory reporting. The company presents these moves as the basis for a cloud-native front-to-back platform that reduces silos and delivers real-time transparency at scale. [3][6]
Sahai places strategic M&A in a forward-looking playbook rather than a short-term priority: “We think about M&A when it is strategically thought out. Financial returns matter, but they never drive our decisions. The bedrock of any M&A decision is thinking ahead about what the market will want,” he told RBC CM. He also noted regional differences in buyer behaviour, saying full-system propositions are especially important in Europe. [1][4]
Beyond product and deal strategy, Sahai emphasises leadership, incentives and the wider social risks of generative AI. He described leadership as building a powerful vision and tracking measurable outcomes, and warned that AI could reinforce online echo chambers and constrain originality if deployed without care. “As those echo chambers become louder, you become wedded to that single point of view,” he said, adding that generative AI “is the most transformative technology by far, but needs to be handled thoughtfully and with care.” [1][4]
📌 Reference Map:
Reference Map:
- [1] (RBC CM) – Paragraph 1, Paragraph 2, Paragraph 3, Paragraph 4, Paragraph 7, Paragraph 8
- [4] (RBC CM summary) – Paragraph 1, Paragraph 2, Paragraph 3, Paragraph 4, Paragraph 7, Paragraph 8
- [2] (Business Wire – Enfusion) – Paragraph 5
- [5] (Business Wire – Enfusion duplicate) – Paragraph 5
- [3] (Business Wire – Beacon) – Paragraph 6
- [6] (Business Wire – Beacon duplicate) – Paragraph 6
Source: Noah Wire Services
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
10
Notes:
✅ The narrative is recent, published on December 3, 2025, with no evidence of prior publication or recycled content. The report is based on a press release, which typically warrants a high freshness score. 🕰️
Quotes check
Score:
10
Notes:
✅ The direct quotes from Sandeep Sahai are unique to this report, with no earlier matches found online. This suggests potentially original or exclusive content. 🕰️
Source reliability
Score:
10
Notes:
✅ The narrative originates from RBC Capital Markets, a reputable organisation, enhancing its credibility. ✅ The report is hosted on RBC CM’s official website, further confirming its authenticity. 🏛️
Plausability check
Score:
10
Notes:
✅ The claims about Clearwater Analytics’ use of generative AI and recent acquisitions are consistent with other reputable sources. ✅ The language and tone are appropriate for the region and topic, with no inconsistencies noted. 🏛️
Overall assessment
Verdict (FAIL, OPEN, PASS): PASS
Confidence (LOW, MEDIUM, HIGH): HIGH
Summary:
✅ The narrative is recent, original, and originates from a reputable organisation. ✅ The claims are consistent with other reputable sources, and the language is appropriate. 🏛️
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