BLOG

Cutting-edge investment insights.

Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.

medium
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.

4 min read
Blog
Mar 12 2026
Read more
medium
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.

1 min read
Blog
Read more
Software Engineering with AI in Practice
medium
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
Read more
medium
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.

1 min read
Blog
Read more

All resources

Clearwater Analytics Benefits for Private Equity-Backed Insurers

As the number of private equity-backed insurance companies has steadily increased in the past decade, so has the need for a solution that fits the specific needs of these organizations.

4 min read
Blog
Read more
Regulatory Reporting for Investments

Investment regulatory reporting continues to grow more complex, it changes often, and it becomes even more complicated when firms have an international presence.

3 min read
Blog
Read more
Top 10 ways Beacon by CWAN supercharges the development process

Would you like to get your quant research and ideas to market faster? Take a look at the Top 10 benefits of our platform and how they can accelerate your time to market.

5 min read
Blog
Read more
New CLO Updates from the NAIC

Three NAIC working groups held meetings in February: The Risk-Based Capital (RBC) Investment Risk and Evaluation Working Group, the Valuation of Securities Task Force (VOSTF), and the Blanks Working Group (BWG). Many of the updates pertained to collateralized loan obligations (CLOs).

10 min read
Blog
Read more
How Clearwater Became the Premier Solution for IFRS 9

With the recent award win for IFRS 9 Solution Provider of the Year, Clearwater has further established itself as the premier solution for regulatory reporting and compliance. For the past several years, Clearwater has provided industry expertise to businesses affected by IFRS 9. Now, Clearwater is being recognized for its standout service in the industry.

2 min read
Blog
Read more
5 Best Practices for Compliance Monitoring

Organizations are facing unprecedented compliance challenges, but modern technology can help solve these problems. Read this article to learn the 5 best practices for compliance monitoring.

4 min read
Blog
Read more
Q/A: Technological and Digital Disruption in the Insurance Market

Q/A with insurance expert Chris Watts about the state of the market and how organizations are adapting with technology.

4 min read
Blog
Read more
How Technology Can Help Compliance Monitoring

Legacy compliance programs are struggling, but technology can help build efficient new processes.

4 min read
Blog
Read more
Dear CEO: What’s your spreadsheet risk?

Spreadsheet Risk affecting your company? Learn how to recognize, measure & manage it with the help of 35+ years of Microsoft Excel.

4 min read
Blog
Read more

Engineering Journal

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

Follow our Engineering Journal