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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.

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.

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5 emerging trends in the corporate liquidity market

Clearwater recently polled over 150 corporate treasurers managing more than $1.5 trillion in AUM to uncover insights into the corporate liquidity market. Here are 5 trends.

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A Guide to Separately Managed Accounts (SMAs)

What are Separately Managed Accounts (SMAs) and how do they work? Find out now with our detailed guide on Separately Managed Accounts!

5 min read
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A new hope: Making traders and risk managers more innovative and agile

How does a small team of quants, traders, and risk managers face off against The Process Menace? Can they bring balance to the conflicting demands for innovation and control? Will they return innovation and agility to their investment managers and capture a new business opportunity?

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The Essential Toolkit for Alternative Asset Data Management

Clearwater helps clients automate data management and reporting with a full-service solution for alternatives.

3 min read
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How to Calculate the TCO of Your Investment Management Solution

TCO helps with strategic decision-making by providing better economic predictability before making an investment or purchase.

4 min read
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Investment Management’s Technology Platform of the Future

Since technology is a major factor in business performance, what criteria should investment managers consider when choosing their investment management platform?

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May 2023 NAIC Meeting Update

Updates from when the working groups from the NAIC held meetings in May, 2023.

23 min read
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No app is an island, so we make it easy to connect Beacon by CWAN with other systems

Our clients don’t often have the option to deploy software into a greenfield environment. So we make it easy for them to augment their current capabilities with Beacon. We outline 3 different ways to use Beacon to deliver new features, applications, and critical data to your traders and risk managers.

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9 Questions You Need to Ask When Changing Your Investment Management Solution

When your investment management solution is costing you time and money, then it is time to find a new investment management solution.

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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