Resource center

CWAN thought leadership library.

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

medium
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
Accelerated data.
medium
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
medium
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
medium
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

All resources

How Clearwater Became the Premier Solution for IFRS 9

With the recent award win for IFRS 9 Solution Provider of the Year, Clearwater has further established itself as the premier solution for regulatory reporting and compliance. For the past several years, Clearwater has provided industry expertise to businesses affected by IFRS 9. Now, Clearwater is being recognized for its standout service in the industry.

2 min read
Blog
5 Best Practices for Compliance Monitoring

Organizations are facing unprecedented compliance challenges, but modern technology can help solve these problems. Read this article to learn the 5 best practices for compliance monitoring.

4 min read
Blog
The Optimal Finance Transformation

Watch this on-demand recording on Finance Transformation to learn how mREITs are leveraging technology with Clearwater Analytics and Chimera.

On-demand webinars
How Technology Can Help Compliance Monitoring

Legacy compliance programs are struggling, but technology can help build efficient new processes.

4 min read
Blog
Q/A: Technological and Digital Disruption in the Insurance Market

Q/A with insurance expert Chris Watts about the state of the market and how organizations are adapting with technology.

4 min read
Blog
Dear CEO: What’s your spreadsheet risk?

Spreadsheet Risk affecting your company? Learn how to recognize, measure & manage it with the help of 35+ years of Microsoft Excel.

4 min read
Blog
Common Trend: Misalignment Between Investment and Reporting Functions

To understand misalignment between investment and accounting functions, it helps to first consider the separate goals of each team.

3 min read
Blog
Leveraging Technology to Drive Trust in Limited Partnership Data

Groups that increase transparency into their holdings can speed up accounting and reporting processes and gain access to valuable insights. Read our article on how you can leverage technology to drive trust in limited partnership data.

3 min read
Blog
How Technology is Driving Efficiency in a Competitive mREIT Market

Whether private or public, agency or non-agency, originating, or securitizing: All mREITs need lean operations and efficient processes.

3 min read
Blog