BLOG

Cutting-edge investment insights.

Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.

medium
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
Read more
medium
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
Blog
Read more
Software Engineering with AI in Practice
medium
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
Read more
medium
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
Blog
Read more

All resources

Clarity at last: SEC Marketing Rule FAQs offer long-awaited guidance

Since the SEC finalized its Marketing Rule in 2021, asset managers and industry professionals have been asking for clarity on how to apply some of its more ambiguous requirements.

3 min read
Blog
Read more
Australia and New Zealand’s asset managers seek a technology rethink

Asset managers in Australia and New Zealand are becoming increasingly active and sophisticated, but providers have not kept pace. 

3 min read
Blog
Read more
Auto-scaling batch processes on EC2 via queue depth

In the corporate world, efficiency is key. This blog post delves into the specifics of how we developed an efficient, auto-scaling approach to our batch processes. We explore queue-based scaling, complications that can arise during implementation, and provide practical examples…

13 min read
Blog
Read more
Excellence opérationnelle : comment les assureurs optimisent leur gestion des UC ?

Assureurs : la gestion des fonds UC obéit à une logique de personnalisation et à une nécessité de traiter les informations en temps réel.

4 min read
Blog
Read more
Modernizing the REIT Playbook: Why SaaS and AI are the competitive edge in asset management

We recently held a webinar with Barings on Maximizing the Yield Potential: Insurers & the Future of Portfolio Finance. This started me thinking about a trend I’ve been seeing for the last couple of years

4 min read
Blog
Read more
How insurers can succeed with alternative products

We recently held a webinar with Barings on Maximizing the Yield Potential: Insurers & the Future of Portfolio Finance. This started me thinking about a trend I’ve been seeing for the last couple of years

2 min read
Blog
Read more
Navigating the future of investments: The Clearwater advantage

In today’s fast-paced investment landscape, change is constant, and the rise of alternative investments is reshaping how institutional investors operate. From private equity and hedge funds to infrastructure and real estate, alternative assets are becoming a significant part of portfolios.…

4 min read
Blog
Read more
Pioneering AI innovation with transformers and beyond

At Clearwater Analytics, we have always been at the forefront of AI innovation. Our journey into Generative AI began long before it became mainstream, giving us a head start in building intelligent systems tailored to the financial domain. To fully appreciate the advanced…

13 min read
Blog
Read more
Data, Innovation, and the Future of Investment Technology: A Conversation with Neal Pawar

Enfusion COO Neal Pawar discusses innovation, data management, hype cycles, and the evolution of financial technology.

9 min read
Blog
Read more

Engineering Journal

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

Follow our Engineering Journal