The Insurance Investor Outsourcing Report (IIOR) is a partnership annual report with DCS Financial Consulting & Clearwater Analytics. The report provides insurance companies with a comprehensive overview of outsourced investment management trends.
The 2025 edition required a full visual redesign to make dense financial data more accessible, engaging, and actionable for executives, asset managers, and consultants.
The Report
The IIOR delivers significant value.
To the market, industry, and Clearwater Analytics:
Asset Managers & Consultants:
Offers a benchmark of industry trends, service offerings, and market positioning, helping managers refine strategy and communicate expertise.
Insurance Market:
Provides insurers with a trusted guide for evaluating third-party investment managers and consultants, supporting informed outsourcing decisions.
Clearwater Analytics:
Positions the company as a thought leader in insurance investment outsourcing and strengthens its brand authority among key industry stakeholders.
DCS Financial Consulting:
Ensures credibility and accuracy in reporting, combining Clearwater’s data analytics platform with DCS’s industry expertise for a report trusted across the market.
The visual redesign amplified the value of the content by making the data clear, actionable, and compelling, extending the report’s reach across multiple marketing channels.
Outcome
Delivered a credible and detailed report that strengthened industry engagement.
Created reusable templates and design systems to streamline future report production.
Reinforced Clearwater Analytics’ role as a trusted industry authority, with the IIOR serving as a key marketing and thought leadership asset.
Project Scope
Report visual redesign
Data visualization & infographics
Multi-channel campaign assets
Template development for future editions
Brand alignment with Clearwater Analytics
Integration of DCS Financial Consulting insights
Project Involvement
Report design lead
Data visualization designer
Campaign asset designer
Template system developer
Brand & design consultant
Collaboration liaison with marketing & DCS Financial Consulting
Creative workflow & production coordination