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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.

4 min read
Blog
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.

1 min read
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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.

4 min read
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.

1 min read
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After a tumultuous 2025, a data-driven look ahead at 2026

2025 was another year where doomsayers got it very wrong. After the new White House introduced sweeping tariffs in the spring, many pundits and economists predicted a hard landing for the economy: a melt-up in prices, due to tariffs, and a meltdown in the business environment, as companies grappled with increased costs.

2 min read
Blog
Dec 18 2025
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For APAC insurers, automation is necessary for investment success

The APAC insurers we spoke to say they are burdened by manual processes and legacy technology, which are hampering effective moves up the risk curve. The vast majority (85%) of respondents of our APAC Insurance Survey expect the risk profile of their investment portfolios to rise over the next two years.

3 min read
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ALM upgrades essential to success for APAC insurers

Our latest APAC Insurance Report found that only 17% of insurers in APAC say their ALM systems can “very easily” cope with diversification and new instruments.

3 min read
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Vibe Check: Software Engineering with AI

Software engineering is changing fast in the age of AI, and the way we design, build, and ship software is evolving with it. This multi-part series dives into practical techniques for using AI to boost productivity, keep code quality high, and help your teams move faster—without losing control of your architecture or standards.

11 min read
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Taking it outside: Why APAC insurers are turning to third-party fund managers

Our recent survey of APAC insurance asset managers – representing $2.6 trillion in AUM across Hong Kong, Singapore, and Australia – revealed that insurers are becoming far more comfortable handing a larger share of their assets to external managers. 

3 min read
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CWAN : une nouvelle identité pour refléter une couverture fonctionnelle à 360°

Newsletter France CWAN #8 : une nouvelle identité pour refléter une couverture fonctionnelle à 360°

4 min read
Blog
Nov 27 2025
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For today’s insurers, ‘alternatives’ are hardly a fringe strategy

The chart-busting growth of alternative assets over the past decade has prompted many asset managers to increase their allocations to a wide range of private credit, equity, real estate, and hedge fund strategies. Multiple surveys and reports, including our recent Rise of Alternatives analysis, have commented on this phenomenon. But few (if any) have had access to CWAN’s database of nearly 400 insurers representing $4.4 trillion in combined AUM (as of August 2025).

2 min read
Blog
Nov 17 2025
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Get ahead, stay ahead: how AI bridges ops and markets

Investment operations have long been burdened by inefficiencies—teams tied up in manual reconciliations, tight monthly close deadlines, and stitching reports across systems. At the pace of today’s financial markets, these challenges aren’t just inconvenient—they’re costly in time and error risk. And markets aren’t slowing down.

5 min read
Blog
Nov 17 2025
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Are foreign investors (still) divesting from US assets? Checking in on trends for non-US insurers

After divesting from the US this spring, non-US insurers have re-embraced American assets as market sentiment has improved.

1 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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