NFU Mutual Adopts Bloomberg and Clearwater Analytics for Investment Management Workflow
UK-based mutual insurer NFU Mutual has selected Bloomberg Buy-side Solutions and the Clearwater platform to modernize its investment management operations. The integration will streamline a front-to-back workflow covering portfolio management, trading, compliance, accounting, reconciliation, and regulatory reporting across $32 billion in assets. The collaboration aims to create an efficient operating model that enhances data consistency, automates key processes, and supports T+1 settlement readiness. Bloomberg handles pre-trade compliance, trade operations, and post-trade solutions, while Clearwater provides investment accounting and operational support. Together, they will assist with regulatory reporting requirements for NFU Mutual. Both companies highlight the benefits of a unified platform that allows insurers to simplify complex workflows and improve decision-making through accurate data foundations.
Topics: insurance investment_management operational_efficiency