Your 2017 Year-End Checklist is here!

There are many things you or your investment accounting provider must keep track of while closing your books at year-end and while preparing for 2018. Clearwater’s experts have prepared checklists to assist you, whether you are a US insurer, government entity, or corporate treasury. EU insurers can find their own checklist here.

These checklists include steps on how to best streamline your year-end close, along with additional resources featuring best practices, tips, and industry-oriented articles on how peers in your industry reduce their workloads at year-end.

Download your 2017 US insurance year-end checklist here or your corporate treasury and government year-end checklist here to get a jump-start on a smooth year-end close. These checklists are interactive PDFs and are best viewed in Adobe Reader or in Chrome and Safari.

Clearwater can help streamline your period-end close process and the daily tasks associated with investment accounting and reporting. For more information, visit our Resources Center or email us at

Market Insight Spring Paper

The Clearwater team is made up of a wide range of investment accounting experts, who attend industry events, work closely with industry leaders, monitor regulatory guidance, and gather feedback from Clearwater clients.