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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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What Insurance Risk Regulatory Frameworks now require

Insurance risk regulation has quietly changed shape. The frameworks that rating agencies and regulators apply to insurers no longer accept a simplified estimate of what a portfolio would be worth under stress. Increasingly, they expect insurers to demonstrate a genuinely recalculated value — every instrument, repriced under each prescribed condition.

5 min read
Blog
Fri 07 Aug 2026
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Nine Questions on Insurance Risk and the Move to Full Repricing

Insurance risk has changed more in the last decade than in the twenty years before it. We sat down with Tatiana Zebaze to talk about what’s driving that change, why regulators and rating agencies increasingly expect a fully recalculated portfolio rather than an estimate, and what it means for mid-market insurers today.

7 min read
Blog
Wed 05 Aug 2026
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Connect Hong Kong: How AI is enhancing hedge fund workflows 

AI is improving hedge fund workflows. At Clearwater’s Connect Hong Kong event, investment leaders shared how it’s reshaping their day-to-day work.

4 min read
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Firms Don’t Look Back When Managed Services Partnerships Are Right 

Insights from Connect New York Partnerships in managed services built on trust and powered by the right technology are helping investment operation leaders navigate an increasingly complex investment and regulatory environment without adding headcount. This was the focus of a recent…

8 min read
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Korean Hedge Fund Managers Accelerate Growth and Innovation with Enfusion by Clearwater

The KOSPI has risen into record territory above 4,200 in 2025, establishing Korea as one of the strongest-performing major equity markets globally.

8 min read
Blog
Thu 09 Apr 2026
Your Investment Book of Record Was Built for a Different Era. Is It Still the Right Fit?  

This article is not an argument to rip and replace. It’s an honest look at what the market has changed, what modern platforms now offer that older ones structurally cannot, and how to evaluate whether your current setup is still the right fit for where your business is going.

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

Can the U.S. economy skirt recession again?

1 min read
Blog
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
Mon 30 Mar 2026
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
Blog
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

Engineering Journal

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