BLOG

Cutting-edge investment insights.

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

medium
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
medium
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
Software Engineering with AI in Practice
medium
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
Read more
medium
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
Read more

All resources

The potential of Generative AI in investment management: Insights from Enfusion’s Client Forum

In today’s asset management landscape, firms must remain agile and data-driven to stay competitive.

5 min read
Blog
Read more
Tougher risk parameters limiting hedge fund trading activity

Uncover the challenges faced by hedge funds as they navigate stricter risk parameters and adjust trading strategies to mitigate risks.

4 min read
Blog
Read more
Tech as a driver of strategy: Why now is the time for asset managers to consider enterprise SaaS 

In today’s asset management landscape, firms must remain agile and data-driven to stay competitive.

7 min read
Blog
Read more
Institutional investors will back growth of hedge fund sector

Investors anticipate rise in hedge fund sector fundraising. Learn about the predictions and opportunities for increased allocations in this dynamic market.

3 min read
Blog
Read more
Implementing an SQS listener in Python using FastAPI and Uvicorn

Introduction Amazon Simple Queue Service (Amazon SQS) is a vital tool for decoupling and integrating distributed software systems. It provides a reliable and scalable way to manage message queues, ensuring that application components can communicate asynchronously without tight coupling. This…

6 min read
Blog
Read more
Adapting to insurance market shifts: How technology is reshaping operations

Today’s asset owners are facing increasing challenges, greater regulatory scrutiny, shifting investment trends, and economic uncertainty.

4 min read
Blog
Read more
Constructing the ultimate Gen AI chat/copilot experience (Part 1)

At the heart of Clearwater’s customer-facing AI applications is the Clearwater Intelligent Console (CWIC) — a cutting-edge Gen AI platform providing a user experience (UX) for investment professionals. CWIC is powered by layers of building blocks that connect to form…

9 min read
Blog
Read more
Rapid development on Beacon by CWAN Platform: A first timer’s experience

A recent project I worked on, enhancing Beacon’s regression testing process, called for the development of some new and enhanced features for Beacon’s Test Dashboards. Just four weeks into my time at Beacon, this was my first experience using the…

5 min read
Blog
Read more
Clearwater Connect 2024: A week of empowerment, community, and excellence

As the excitement of Clearwater Connect 2024 winds down in Boise, I’m in awe of the powerful connections at the heart of this conference.

2 min read
Blog
Read more

Engineering Journal

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

Follow our Engineering Journal