NFU Mutual (NFUM), a UK-based rural insurer, has selected Bloomberg Buy-Side Solutions and Clearwater Analytics’ to streamline its front-to-back multi-asset investment management operating model.
The firm reports that Bloomberg will provide portfolio management, trading, pre-trade compliance, and trade operations — including workflows to support T+1 settlement readiness — while Clearwater will provide investment operations and accounting.
Speaking on the integration, Nigel Bryan, head of Financial Control at NFU Mutual, says: “By adopting Bloomberg and Clearwater’s integrated solutions, we are building an automated and highly flexible end-to-end operating model that strengthens our control environment, streamlines processes and builds a solid data foundation for our investment reporting.”
Bryan adds: “The solution automates key workflows across the investment lifecycle, from order generation and execution through matching, settlement, and post-trade processing.”
According to NFUM, Bloomberg’s collaboration with Clearwater enables NFUM to establish a seamless, flexible front-to-back composable operating model that improves workflow efficiency, strengthens data consistency and transaction reporting, and accelerates settlement cycles.
Jose Ribas, head of Buy-Side Enterprise Solutions at Bloomberg, comments: “Insurers are modernising their investment operations by connecting portfolio management, trading, accounting, and post-trade reporting around a single, trusted framework.”
He explains that together with Clearwater, Bloomberg is helping NFUM to “simplify complex workflows, strengthen data consistency, and utilise a composable operating model that can scale with its business”.
Keith Viverito, managing director, EMEA at Clearwater Analytics, adds: “NFU Mutual’s selection shows that insurers no longer need to choose between operational depth and technological agility. With integrated front-to-back solutions from Clearwater and Bloomberg, clients can build one accurate, audit-ready operating model across the entire investment lifecycle delivered as a service, and the accuracy and auditability their business demands.”
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