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CWAN thought leadership library.

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

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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
Mar 30 2026
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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
Apr 07 2026
Data in abstract matrix.
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Complexity and volatility driving the need for agile energy risk management technology

In Q4 2025, CWAN 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
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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

All resources

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
Mar 30 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
Apr 07 2026
Complexity and volatility driving the need for agile energy risk management technology

In Q4 2025, CWAN 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
Is your OMS holding you back? A hedge fund manager’s guide to OMS replacement.

Many legacy OMS platforms were built when equity-centric strategies dominated the hedge fund landscape. As strategies have evolved to include meaningful fixed income, FX, swaps, options, futures, and structured products, those platforms have struggled to keep pace.

7 min read
Blog
Reimagining Risk: Modernisation Strategies for Insurance Leaders

Step into a high-impact, insight-rich roundtable designed for insurance leaders transforming how their organisations understand, measure, and manage risk.

Events
Apr 14 2026
What the FTF-Navigating the New Liquidity Frontier

What the FTF-Navigating the New Liquidity Frontier

Events
Apr 23 2026
Cash strategies and a reluctant-to-cut Fed

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
Still running your fund on Excel? Here’s what it’s actually costing you

The cost of running a multi-fund, multi-asset book of record in Excel is much more expensive than investment teams realize. If your book of record lives in a spreadsheet, your book of record lives in a single point of failure.

6 min read
Blog