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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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Introducing the Clearwater GIC Marketplace: The First Digital Platform for Stable Value GIC Transactions 

The Clearwater GIC Marketplace is the first digital platform purpose-built for stable value GIC transactions. It connects fund managers and GIC issuers in a centralized environment that replaces the entire manual solicitation process with a single, unified workflow.

3 min read
Blog
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A consistent view of risk across the organisation

Recent geopolitical risk and market volatility have accelerated the trend among energy firms for enterprise risk management and renewed the focus on scenario- and stress-testing capabilities, says Brian Wood at Beacon by Clearwater.

6 min read
Blog
Tue 12 May 2026
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Private Credit Has Gone Mainstream: What This Fast-Growing Asset Class Demands from Institutional Investors

Based on insights from Clearwater Analytics and Invesco’s webinar: Unlocking Private Credit in Institutional Portfolios: From Allocation to Operational Reality

9 min read
Blog
Fri 08 May 2026
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Notes from the PRMIA Webinar: Five Questions on Factor Risk Modeling

The recent PRMIA webinar on the future of risk and performance generated a number of thoughtful audience questions, several of which there was not time to address in full during the live session. The following are extended responses to five of those questions, on topics that came up repeatedly during the panel discussion and in the Q&A.

4 min read
Blog
Fri 08 May 2026

All resources

Is your OMS holding you back? A hedge fund manager’s guide to OMS replacement.

Many legacy OMS platforms were built when equity-centric strategies dominated the hedge fund landscape. As strategies have evolved to include meaningful fixed income, FX, swaps, options, futures, and structured products, those platforms have struggled to keep pace.

7 min read
Blog
Still running your fund on Excel? Here’s what it’s actually costing you

The cost of running a multi-fund, multi-asset book of record in Excel is much more expensive than investment teams realize. If your book of record lives in a spreadsheet, your book of record lives in a single point of failure.

6 min read
Blog
Scaling architecture diagramming with parallel agents and feedback-driven prompting

With the recent marriage of generative AI tools and software development, tasks that required significant manual effort are increasingly automated — enabling teams to shift their focus from repetitive implementation to higher-order design, architecture, and innovation.

12 min read
Blog
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
Thu 12 Mar 2026
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
Thu 19 Feb 2026
Building for what’s next: An Interview on the forces reshaping the energy market

From our experience working with these markets there are two essential ways that Beacon by Clearwater boosts risk management for power and gas trading: live risk monitoring and cloud-native scalability.

3 min read
Blog
Tue 17 Feb 2026
What Hedge Fund COOs actually look for in technology partners

Key insights from hedge fund COOs on vendor selection and operational resilience at HFM Emerging Managers Summit 2026

5 min read
Blog
Mon 16 Feb 2026
APAC’s small insurers struggle with reporting requirements while large insurers position for future regs

Regulatory compliance has become a defining factor in how APAC’s insurers allocate resources, invest in technology, and prepare for long-term growth.

2 min read
Blog
APAC insurers riding the consolidation wave

Our new research points to an overwhelming expectation of increased M&A activity among APAC’s insurers over the next three years. Almost all (96%) of insurance asset management executives at firms with total assets under management of $3.823 trillion predict a rise in domestic dealmaking, with 15% anticipating a dramatic increase.

2 min read
Blog

Engineering Journal

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