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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.

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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.

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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.

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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.

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All resources

Phoenix Group Chooses Beacon Platform as its First Quant Dev Platform to Grow Business and Scale Risk Management

Beacon Platform chosen as quantitative development platform by Phoenix Group, the UK's largest long-term savings and retirement business.

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New Commercial Paper Issuance Program for institutional investors

Clearwater’s CP Issuance tool replaces a process that has been bogged down by spreadsheet dependency, key person risk, and resource-intensive manual data aggregation.

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Moving to North American T+1 Settlement for APAC Investment Firms

Our Enfusion Insights will help put all things in perspective. Learn more about how Enfusion can help you.

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Empowering PMs with Enfusion by CWAN next-generation portfolio rebalancing solution

Our Enfusion Insights will help put all things in perspective. Learn more about how Enfusion can help you.

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See the difference in Clearwater PRISM for investment management

Are you still wasting time gathering portfolio data from multiple legacy systems and struggling to manage spreadsheets that are already outdated once you hit save?

3 min read
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Risk-based capital regulatory changes create fresh challenges in 2024 for Hong Kong and Singapore insurers

How do we mitigate risk? That’s a consistent question for everyone involved in the insurance industry.

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Alternative investments take center stage: 2024 State of Alternatives Study shows institutional portfolios heavily favoring non-traditional assets 

The 2024 State of Alternatives study provides crucial insights into the emerging trends, opportunities, and challenges confronting asset managers in the realm of alternative investments.

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5 reasons to go to Clearwater Connect  

Five reasons you should attend Clearwater Connect, the most influential user conference in investment accounting and management.

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Clearwater for Pooled Funds: Empowering State governments with forward-thinking solutions needed for the digital age

Clearwater is proud to collaborate with four trailblazing public sector clients, each committed to elevating their investment management, accounting, and reporting capabilities through enhanced data quality with Clearwater for Pooled Funds.

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Engineering Journal

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

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