CWAN Insights AND Benchmarking Data
Investment managers use CWAN Insights benchmarking data, derived from over $10T in daily-reconciled investment assets, to compare portfolio performance, structure, and strategy against peer cohorts.
Unlike subjective benchmarking or surveys, CWAN Insights provides daily comparisons based on actual investment portfolios managed on CWAN’s platform. By comparing your performance against customizable peer cohorts, you unlock more informed decision-making and strategic return optimization.
Compare accurately across book yield, total return, credit ratings, duration, and asset allocation.
Identify where your portfolio outperforms or lags and adjust strategy accordingly.
Benchmark against portfolios that match your size, sector, or investment profile.
Discover top-performing managers, asset allocation trends, and tactical opportunities grounded in real data.
Use CWAN Insights to benchmark your portfolio against a curated set of peer institutions with similar investment profiles. The data shows you how your portfolios stack up in areas like structure, yield, and positioning, so you can identify gaps, opportunities, and alignment with market trends.
CWAN Insights is powered by anonymized investment data from our global client base. The data is fully reconciled and refreshed daily, offering a uniquely accurate view of real-world portfolio activity. Because it’s native to the CWAN platform, no manual input or setup is required.
Join the global enterprise companies using real data to guide portfolio strategy.