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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.

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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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Common Trend: Misalignment Between Investment and Reporting Functions

To understand misalignment between investment and accounting functions, it helps to first consider the separate goals of each team.

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Leveraging Technology to Drive Trust in Limited Partnership Data

Groups that increase transparency into their holdings can speed up accounting and reporting processes and gain access to valuable insights. Read our article on how you can leverage technology to drive trust in limited partnership data.

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How Technology is Driving Efficiency in a Competitive mREIT Market

Whether private or public, agency or non-agency, originating, or securitizing: All mREITs need lean operations and efficient processes.

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How Clearwater Established Itself as the Premier Solution for REITs

Clearwater spent years collaborating with real estate investment trusts (REITs) to find innovative solutions to complex challenges. 

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9 trends from 9 years of the Insurance Investment Outsourcing Report

Download the Clearwater Analytics infographic detailing the nine key trends from nine years of the insurance investment outsourcing report.

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Clearwater Analytics and JUMP Technology to Join Forces

We’re thrilled to announce that Clearwater has agreed to acquire JUMP Technology, accelerating our new vision to bring a unified platform for the entire investment lifecycle to the marketplace.

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Bringing your data to life: How dynamic data boosts flexibility and responsiveness

Discover the full potential of your data, with insights on how to make it dynamic and more efficient using data lakes and warehouses.

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Modeling Securitized Products: Improving Valuation and Risk Analysis

Efficiently and effectively modeling securitized products is a tricky process, often requiring a trade off between time and accuracy. You can simplify valuation with proxy instruments and high-level cash flow assumptions. Or you can dive into the details, building giant,…

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How DevSecOps helps Beacon by CWAN and our Customers build secure systems

Build secure systems to protect your business data. Ensure data safety and IP protection with DevSecOps and Google.

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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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