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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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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
Software Engineering with AI in Practice
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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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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

All resources

Kickoff to greatness: Clearwater Connect 2024

Clearwater Connect 2024 is our biggest event of the year and reflects our deep commitment to you. Let’s make this week truly unforgettable!

2 min read
Blog
SaaS, Cloud, IA : les technologies qui révolutionnent le suivi des investissements pour les assureurs

Newsletter Clearwater France #3 | SaaS, Cloud, IA : les technologies qui révolutionnent le suivi des investissements pour les assureurs.

4 min read
Blog
Natural Capital Investments – Protecting nature’s assets through assets of our own

With the rise of the Natural Capital economy, we talked to a panel of market experts to get the scoop on the latest wave of investment vehicles.

5 min read
Blog
The right platform for emerging market growth

As global investment opportunities continue to expand, investment managers across the Middle East and Africa (MEA) are seeking growth.

4 min read
Blog
Emerging Africa: The evolving investment landscape

Sub-Saharan Africa offers significant economic growth potential on the world stage.

3 min read
Blog
A call to action for asset growth: Embrace tech innovation or face obsolescence

The verdict is clear: organic investment performance and client engagement are the twin engines propelling AUM growth.

2 min read
Blog
Key insights into Q1 2024 LGIP Performance: How LGIPs can gear up for success with a focus on clear strategy and preparedness

This report analyzes the performance of Local Government Investment Pools (LGIPs) in Q1 2024, highlighting key trends, challenges, and opportunities.

4 min read
Blog
June 2024 NAIC Meeting Update

The Valuation of Securities Task Force (VOSTF) of the National Association of Insurance Commissioners (NAIC) held a virtual meeting on June 18, 2024. The following updates pertain to investment accounting.

10 min read
Blog
Automation leaves manual processes in the dust 

A lack of automation hampers efficiency and productivity and prevents you from maximizing growth and profitability.

2 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.