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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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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

5 things to consider when implementing investment accounting software

It can be hard to figure out where to start when implementing investment accounting software. However, the process can be quite easy.

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The Only Investment Accounting Solution with Full Asset Coverage

While the opportunities in the alternative investments space are abundant, managing these assets can be daunting for many businesses. Read more about how Clearwater Analytics is the only investment accounting solution with full asset coverage.

4 min read
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Sustainable Finance Disclosures: Are You Ready?

Details about the SFDR framework for disclosure of ESG information.

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3 Things to Know About Repos and Investment Data

Repos are primarily used for short-term cash to cover business or operating expenses.

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8 Considerations When Picking a Custody Bank

When it comes to safeguarding your assets, selecting the right custody bank requires careful consideration and due diligence.

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Top 10 ways Beacon by CWAN enhances trading and risk management

Beacon’s customizable suite of applications and modules covers the full trading lifecycle, from pre-trade analytics to portfolio and risk management, providing the tools traders and risk managers need to evaluate potential deals, manage risk across all asset classes, and optimize…

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April 2023 NAIC Meeting Update

Updates from the April meetings of the RBCIREWG and LRBCWG of the NAIC.

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DevOps in capital markets: Trading risk vs software change risk

Are you managing the investment and trading risks of long software development cycles? Beacon’s CEO and Co-Founder Kirat Singh explores common software development approaches, and how DevOps can help you find the right balance between market risk and software risk.

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How Insurers are Maximizing Returns with Mortgage Loan Capital Structures

Insurers have been structuring private mortgage loans into a senior note and a junior note to takes advantage of NAIC requirements.

2 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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