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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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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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Don’t look back in anger: Why time travel is an essential part of data management

Learn how to effectively travel back through time and view historical data. Rely on intelligent data management for all of your data needs.

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Blackstone accelerates digital transformation with Beacon Platform

Beacon Platform enhances the scalability of financial engineering with its cloud technology. Find out what Blackstone's Chief Technology Officer has to say about the partnership.

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Clearwater – Providing REITs the Solution They Need (and the One They Really Want)

The secret is out. Finally, there is a solution capable of handling the sophisticated portfolio requirements of real estate investment trusts (REITs). REITs have historically been boxed into accounting and reporting solutions built for other industries, leaving significant gaps for their unique needs.

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What are dependency graphs and why are they important?

Dependency graphs in financial services are powerful tools to analyze dependencies, recalculate values, and find & act on data quickly. Learn why with Google!

4 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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