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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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Is your operating model set to capitalize on emerging markets in 2024?

Emerging markets are poised for potential outperformance in 2024. Do you have the operating model in place to capitalize on the opportunity?

2 min read
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Generative AI in the Industry: A Tightrope Walk between Innovation and Regulation

Explore the delicate balance between risk and reward as Generative AI emerges as a key concern in the insurance industry's risk landscape.

3 min read
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Technology to Power Stable Value Funds is Here

Maximize your state treasury's efficiency with Clearwater for Pooled Funds, our tailored fund management solution.

3 min read
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From Prescriptive to Principles-Based: Understanding the Biggest NAIC Regulatory Change

Maximize your state treasury's efficiency with Clearwater for Pooled Funds, our tailored fund management solution.

3 min read
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Solvency UK regulatory reform (separating Solvency II) – policy key takeaways

This article will review some of the key takeaways from the PRA’s (Prudential Regulatory Authority) proposals for the Solvency UK changes.

5 min read
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Quel rôle jouera l’IA générative dans la gestion des investissements en 2024 ?

Quel rôle jouera l'IA générative dans la gestion des investissements en 2024 ? Découvrez en exclusivité la Newsletter Clearwater France #1.

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The Insurance Climate Change Conundrum – Operational Risk and ESG Reporting

Read about the need for accurate reporting, robust governance, and regulatory changes in response to climate change.

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Clearwater for Pooled Funds: Redefining efficiency and transparency in State Treasury management

Maximize your state treasury's efficiency with Clearwater for Pooled Funds, our tailored fund management solution.

4 min read
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Why US financial institutions care about Solvency II regulations

In this article, read about the implications of Solvency II and Solvency UK on American financial institutions.

5 min read
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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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