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CWAN thought leadership library.

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

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Agents, workflows, and tokens: Orchestrating intelligence at scale

Effectively adding AI trading technology to your risk conversations requires more than just a single agent operating as your AI Assistant. An effective AI team is made up of a variety of specialized agents that work together, designed, controlled and orchestrated by their human leader to tackle the multi-step and multi-role activities that are part of real-life trading and portfolio management.

4 min read
Blog
Mar 12 2026
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Market brief | Upside/downside: The portfolio implications of an oil shock

In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.

1 min read
Blog
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Clearwater Connect 2026

Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.

Events
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Private Credit in Institutional Portfolios: From Allocation to Operational Reality

Private credit has become a key component of institutional portfolios, offering diversification and income potential. As allocations increase, firms must also address the operational, accounting, and reporting realities that come with managing these investments.

Events
Mar 26 2026
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All resources

Agents, workflows, and tokens: Orchestrating intelligence at scale

Effectively adding AI trading technology to your risk conversations requires more than just a single agent operating as your AI Assistant. An effective AI team is made up of a variety of specialized agents that work together, designed, controlled and orchestrated by their human leader to tackle the multi-step and multi-role activities that are part of real-life trading and portfolio management.

4 min read
Blog
Mar 12 2026
Read more
Market brief | Upside/downside: The portfolio implications of an oil shock

In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.

1 min read
Blog
Read more
Clearwater Connect 2026

Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.

Events
Read more
Private Credit in Institutional Portfolios: From Allocation to Operational Reality

Private credit has become a key component of institutional portfolios, offering diversification and income potential. As allocations increase, firms must also address the operational, accounting, and reporting realities that come with managing these investments.

Events
Mar 26 2026
Read more
Introducing Beacon Intelligence AI Assistant: turning risk models into live conversations

As markets speed up and uncertainties multiply, end-of-day risk reports no longer cut it. Risk management is now an ongoing dialogue throughout the day. Beacon AI agents are the first step from static analytics to interactive intelligence, adding a new voice to the risk conversation as AI grows into a holistic and collaborative approach with traders, quants, and analysts.

4 min read
Blog
Feb 19 2026
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Connect Bermuda 2026

Clearwater’s premier gathering for finance and investment leaders across Bermuda’s dynamic insurance and reinsurance ecosystem.

Events
May 20 2026
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Market brief | US insurers holler for a dollar

As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.

1 min read
Blog
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Building for what’s next: An Interview on the forces reshaping the energy market

From our experience working with these markets there are two essential ways that Beacon by CWAN boosts risk management for power and gas trading: live risk monitoring and cloud-native scalability.

3 min read
Blog
Feb 17 2026
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What Hedge Fund COOs actually look for in technology partners

Key insights from hedge fund COOs on vendor selection and operational resilience at HFM Emerging Managers Summit 2026

5 min read
Blog
Feb 16 2026
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