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Cutting-edge investment insights.

Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.

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Evolving equity risk factor models for today’s markets

Discover how the Clearwater GR8 equity risk factor model improves portfolio risk attribution with new factors for crowding, drawdown, and payout. Built for quantamental strategies and institutional asset management.

4 min read
Blog
Apr 13 2026
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Korean Hedge Fund Managers Accelerate Growth and Innovation with Enfusion by CWAN

Key Takeaways The KOSPI has risen into record territory above 4,200 in 2025, establishing Korea as one of the strongest-performing major equity markets globally South Korea reinstated short selling on March 31, 2025, following systemic regulatory reforms, opening new opportunities…

8 min read
Blog
Apr 09 2026
dynamic movement with multi-colored ball
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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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The Economy Endured One Energy Shock. It Can’t Do It Again.

Can the U.S. economy skirt recession again?

1 min read
Blog

All resources

Evolving equity risk factor models for today’s markets

Discover how the Clearwater GR8 equity risk factor model improves portfolio risk attribution with new factors for crowding, drawdown, and payout. Built for quantamental strategies and institutional asset management.

4 min read
Blog
Apr 13 2026
Korean Hedge Fund Managers Accelerate Growth and Innovation with Enfusion by CWAN

Key Takeaways The KOSPI has risen into record territory above 4,200 in 2025, establishing Korea as one of the strongest-performing major equity markets globally South Korea reinstated short selling on March 31, 2025, following systemic regulatory reforms, opening new opportunities…

8 min read
Blog
Apr 09 2026
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
The Economy Endured One Energy Shock. It Can’t Do It Again.

Can the U.S. economy skirt recession again?

1 min read
Blog
Before You Scale AI, Fix the Data

Key insights from the “What Does a Strong Data & AI Strategy Look Like for Hedge Funds and Asset Managers in 2026?” breakfast briefing panel discussion

7 min read
Blog
Mar 30 2026
From the floor at InvestOps 2026: “Good tools are table stakes…trusted data is the differentiator”

InvestOps attendees described a set of problems that will sound familiar to anyone running investment operations today. Validating data across systems that should agree but don’t. Accessing historical records back to inception for transparency requests and audits. Spending hours on manual cleanup before any downstream work can begin.

4 min read
Blog
Is your OMS holding you back? A hedge fund manager’s guide to OMS replacement.

Many legacy OMS platforms were built when equity-centric strategies dominated the hedge fund landscape. As strategies have evolved to include meaningful fixed income, FX, swaps, options, futures, and structured products, those platforms have struggled to keep pace.

7 min read
Blog
Still running your fund on Excel? Here’s what it’s actually costing you

The cost of running a multi-fund, multi-asset book of record in Excel is much more expensive than investment teams realize. If your book of record lives in a spreadsheet, your book of record lives in a single point of failure.

6 min read
Blog
Scaling architecture diagramming with parallel agents and feedback-driven prompting

With the recent marriage of generative AI tools and software development, tasks that required significant manual effort are increasingly automated — enabling teams to shift their focus from repetitive implementation to higher-order design, architecture, and innovation.

12 min read
Blog

Engineering Journal

Peek behind the code at CWAN Engineering. Discover how our team tackles challenges like AI orchestration, auto‑scaling, and zero‑trust.