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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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A Comprehensive Technology Partnership for Asset Managers That Is Built on a Single Data Model and Is Available Now

Simplify alternative investment accounting, streamline processes, and deliver a top-notch client experience with Clearwater Analytics. Explore our platform!

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Consistent data is key for your Book of Record

Explore ABOR's significance and Clearwater's SaaS solution for seamless data management and confident decision-making. Learn more on the importance of consistent data for your book of record.

3 min read
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Unlocking the Power of an Investment Data Warehouse

Investment data warehouses allow you to unlock the full power of portfolio data by using transparent, accurate reporting to enable informed investment decisions.

2 min read
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Portfolio Management System (PMS) for asset managers

Successful Portfolio Management Systems are tailor-fitted to asset manager's needs and seamlessly integrate and optimize positions for quick trades and insights.

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Technology – A key investment risk facing Insurers as they look to modernise their operating models

As firms continue to invest in modernising their operating models, it is evident the real challenge is staying on the technology band-wagon.

3 min read
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A Guide to ESG Regulatory Reporting

ESG, or Environmental, Social, and Governance performance, is gaining significance among investors for several reasons.

6 min read
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Empowering women in Finance and Insurance

Download the Clearwater Analytics infographic on empowering women in finance and insurance.

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NAIC Insurance Regulatory Updates for September and October 2023

NAIC insurance regulatory updates fall 2023.

5 min read
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Q&A: What to Expect from the NAIC’s Principles-Based Bond Updates

Insurers, get ready: The biggest NAIC accounting guidance change in three decades goes into effect in a little over one year.

3 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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