The IIOR is Clearwater Analytics’ flagship annual report, providing 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:

  • For Asset Managers & Consultants: Offers a benchmark of industry trends, service offerings, and market positioning, helping managers refine strategy and communicate expertise.

  • For the Insurance Market: Provides insurers with a trusted guide for evaluating third-party investment managers and consultants, supporting informed outsourcing decisions.

  • For Clearwater Analytics: Positions the company as a thought leader in insurance investment outsourcing and strengthens its brand authority among key industry stakeholders.

  • Partnership with 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 these benefits 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.

Read Report

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