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CWAN thought leadership library.

Access the latest CWAN resources to level up your investment strategies.

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GR8 Equity Risk Factor Model: A new approach to factor risk management

The investment management industry has long relied on risk factor models to navigate the complexity of global equity markets. But in recent years portfolio strategies have become more sophisticated, market structures have shifted, and the line between passive and active management has blurred. Against that backdrop, the limitations of any static model framework have become increasingly apparent.

Reports

Apr 08 2026

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A rough Q1 for investors and a tough outlook for the economy

See what’s dragging performance for private wealth investors and nonprofits.

2 min read

Market Brief

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A whirlwind Q1 for insurers

A detailed look at returns year-to-date to see what’s influencing performance for insurers.

2 min read

Market Brief

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Clearwater Consultant Forum New York

Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.

Events

May 05 2026

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

Clearwater Analytics & The Drawdown: From fragmented data to investor confidence

As the lines between public and private markets continue to blur, leaders are facing a familiar foe: fragmented data. When systems don’t talk to one another, the resulting manual workarounds and data gaps do more than just waste time—they create genuine risk in valuation and oversight.

1 min read

On-demand webinars

Mar 03 2026

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

CWAN at Future Alpha 2026

risk and performance, quants, hedge funds, asset managers, portfolio managers,

Events

Mar 31 2026

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

Market Brief

Clearwater Connect 2026

Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.

Events

Unlocking Private Credit in Institutional Portfolios: From Allocation to Operational Reality

Private credit has become a key component of institutional portfolios, offering diversification and income potential. As allocations increase, firms must also address the operational, accounting, and reporting realities that come with managing these investments.

On-demand webinars

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

Connect Bermuda 2026

Clearwater’s premier gathering for finance and investment leaders across Bermuda’s dynamic insurance and reinsurance ecosystem.

Events

May 20 2026

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