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CWAN thought leadership library.

Access the latest CWAN resources to level up your investment strategies.

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GR8 Equity Risk Factor Model: A new approach to factor risk management

The investment management industry has long relied on risk factor models to navigate the complexity of global equity markets. But in recent years portfolio strategies have become more sophisticated, market structures have shifted, and the line between passive and active management has blurred. Against that backdrop, the limitations of any static model framework have become increasingly apparent.

Reports
Apr 08 2026
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Accelerated data.
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A rough Q1 for investors and a tough outlook for the economy

See what’s dragging performance for private wealth investors and nonprofits.

2 min read
Market Brief
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A whirlwind Q1 for insurers

A detailed look at returns year-to-date to see what’s influencing performance for insurers.

2 min read
Market Brief
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Clearwater Consultant Forum New York

Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.

Events
May 05 2026
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All resources

GR8 Equity Risk Factor Model: A new approach to factor risk management

The investment management industry has long relied on risk factor models to navigate the complexity of global equity markets. But in recent years portfolio strategies have become more sophisticated, market structures have shifted, and the line between passive and active management has blurred. Against that backdrop, the limitations of any static model framework have become increasingly apparent.

Reports
Apr 08 2026
Read more
A rough Q1 for investors and a tough outlook for the economy

See what’s dragging performance for private wealth investors and nonprofits.

2 min read
Market Brief
Read more
A whirlwind Q1 for insurers

A detailed look at returns year-to-date to see what’s influencing performance for insurers.

2 min read
Market Brief
Read more
Clearwater Consultant Forum New York

Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.

Events
May 05 2026
Read more
Clearwater Consultant Forum London

Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.

Events
May 05 2026
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Your Investment Book of Record Was Built for a Different Era. Is It Still the Right Fit?  

IBOR Replacement for Hedge Funds: What’s Changed, What to Evaluate, and When to Move

6 min read
Blog
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Beyond the surface: The science and strategy of modern Risk Factor Modeling

Join us for an educational deep dive into the “what, why, and how” of modern risk factor modeling, along with an open dialogue with practitioners and executives. This event is hosted by PRMIA (Professional Risk Managers’​ International Association).

1 min read
Events
Apr 29 2026
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The Economy Endured One Energy Shock. It Can’t Do It Again.

Can the U.S. economy skirt recession again?

1 min read
Blog
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Private Credit: Navigating Growth and Complexity

Institutional allocators are pursuing a more nuanced and diversified approach to private credit investing today.

1 min read
On-demand webinars
Apr 01 2026
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