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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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Your Investment Book of Record Was Built for a Different Era. Is It Still the Right Fit?  

IBOR Replacement for Hedge Funds: What’s Changed, What to Evaluate, and When to Move

6 min read
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The Economy Endured One Energy Shock. It Can’t Do It Again.

Can the U.S. economy skirt recession again?

1 min read
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Before You Scale AI, Fix the Data

Key insights from the “What Does a Strong Data & AI Strategy Look Like for Hedge Funds and Asset Managers in 2026?” breakfast briefing panel discussion

7 min read
Blog
Mar 30 2026
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From the floor at InvestOps 2026: “Good tools are table stakes…trusted data is the differentiator”

InvestOps attendees described a set of problems that will sound familiar to anyone running investment operations today. Validating data across systems that should agree but don’t. Accessing historical records back to inception for transparency requests and audits. Spending hours on manual cleanup before any downstream work can begin.

4 min read
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All resources

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
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Nov 17 2025
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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Dynamism is the path to better performance

Our midyear macro update for corporates is based on a comprehensive review of the recent history of corporate investment performance, using Clearwater’s proprietary data.

1 min read
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Duration bets have paid off, but cash hasn’t lost all its luster (yet)

As we learned in an earlier blog about passing peak cash, leading corporate investment managers moved quickly as rates rose, shifting portfolio allocations from cash to corporate bonds. This multiyear pivot coincided with a change in duration strategy that is…

3 min read
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Are foreign investors divesting from US assets? Evidence of “sell America” from the insurance industry

Tariff turmoil, widening deficits, and market volatility have put US assets under meaningful scrutiny in 2025. A decline in the dollar, coupled with rising long-term Treasury yields, have many analysts pointing to international divestment from US assets. But have foreign investors really soured on US markets?

1 min read
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Energy traders face growing risk visibility challenges: 2025 research insights

Energy and commodity traders may be risking more than they realize. Our research reveals that portfolio risk visibility is suffering from inflexible models and systems that struggle to adapt to changing market conditions. We commissioned a research study of energy…

3 min read
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Why stable value isn’t standard: 3 reasons you need a purpose-built solution

Stable value isn’t one-size-fits-all. Discover 3 reasons why it demands a purpose-built solution for accurate accounting, reporting, and oversight.

3 min read
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We’re past peak cash, but corporates will keep earning for a while

Despite elevated market volatility and softening macroeconomic data, corporate investment performance has been robust for several years, with a typical gain of 7% (cumulative) since December 2023. For firms who saw no gains as recently as four to five years…

4 min read
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Gaining momentum: Insurers accelerate into private markets

Clearwater’s 2025 Insurance Investment Outsourcing Report (IIOR), developed in partnership with DCS Financial, reveals a clear trend: while public fixed income remains the foundation of insurer portfolios, allocations to private equity and other alternatives are accelerating. As insurers seek greater…

2 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.