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

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Credit Where It’s Due: The Persistent Rise of Private Credit

Private credit has been called a bubble, a black box, and the next 2008. It has also quietly become a core holding on some of the largest institutional balance sheets in the country. The headlines are loud and contradictory, but the data tells story of continued growth.

Reports, Research Desk
Tue 16 Jun 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
Beyond the surface: The science and strategy of modern Risk Factor Modeling

Join us for an educational deep dive into the “what, why, and how” of modern risk factor modeling, along with an open dialogue with practitioners and executives. This event is hosted by PRMIA (Professional Risk Managers’​ International Association).

On-demand webinars
The Economy Endured One Energy Shock. It Can’t Do It Again.

Can the U.S. economy skirt recession again?

1 min read
Blog
Private Credit: Navigating Growth and Complexity

Institutional allocators are pursuing a more nuanced and diversified approach to private credit investing today.

1 min read
On-demand webinars
Wed 01 Apr 2026
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
Live With HSBC Asset Management: Cash Strategies in a Volatile Rate Environment

With inflation, interest rates, and the U.S. economic outlook all in flux, corporate and government investors are rethinking how to position cash and short-duration portfolios. Shifting Fed expectations and energy market uncertainty are raising critical questions around duration, allocation, and liquidity strategy.

On-demand webinars
Thu 18 Jun 2026
Live Market Briefing: Energy Shock — Stress Testing the Economy and Benchmarking Q1 Performance

Join Matthew Vegari, Clearwater’s Head of Research, for a concentrated 30-minute session on the macroeconomic outlook. Analysis will follow the upcoming March jobs report and assess portfolio performance through the end of the first quarter.

Events, On-demand webinars
Complexity and volatility driving the need for agile energy risk management technology

In Q4 2025, Clearwater interviewed 100 executives and senior energy and commodity traders, quants, and analysts at specialist trading firms, hedge funds, fund managers, and investment banks across North America and Europe, representing firms responsible for $1.4 trillion in total capital allocated or tradable assets under management.

5 min read
Infographic
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