Objective benchmarking
Compare accurately across book yield, total return, credit ratings, duration, and asset allocation.
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Select the topics you’re most interested in — from investment accounting and regulatory updates to data management, GenAI, cloud, and more. By updating your preferences, we’ll ensure you receive communications that align with your role, your organization’s needs, and the areas you care about most. If you would like your personal data erased from our systems please contact info@cwan.com and read our Privacy Policy for more information on how your data is managed.
Stay connected with the insights that matter most to you
Select the topics you’re most interested in — from investment accounting and regulatory updates to data management, GenAI, cloud, and more. By updating your preferences, we’ll ensure you receive communications that align with your role, your organization’s needs, and the areas you care about most. If you would like your personal data erased from our systems please contact info@cwan.com and read our Privacy Policy for more information on how your data is managed.
Complete this form to request access
Superior decision-making starts with accurate, industry-leading data.
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.
Actionable insights
Identify where your portfolio outperforms or lags and adjust strategy accordingly.
Custom peer groups
Benchmark against portfolios that match your size, sector, or investment profile.
Portfolio optimization
Discover top-performing managers, asset allocation trends, and tactical opportunities grounded in real data.
Objective benchmarking
Compare accurately across book yield, total return, credit ratings, duration, and asset allocation.
Actionable insights
Identify where your portfolio outperforms or lags and adjust strategy accordingly.
Custom peer groups
Benchmark against portfolios that match your size, sector, or investment profile.
Portfolio optimization
Discover top-performing managers, asset allocation trends, and tactical opportunities grounded in real data.
Direct performance comparison.
Use CWAN Insights to benchmark your portfolio against a curated set of peer institutions with similar investment profiles...
- Aggregated daily from CWAN’s reconciled investment data across all clients.
- Peer groups customized by industry, size, strategy, or risk profile.
- Metrics include book yield, credit quality, and asset allocation patterns.
Comprehensive and accurate data source.
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.
- $8.8 trillion in AUM across corporates, insurers, asset managers, and public entities.
- Real, position-level portfolio data — no self-reported or survey-based inputs.
- Fully integrated for CWAN clients; no additional uploads or setup required.
Our values drive your advantage.
These aren’t just words on a wall. They’re the guiding principles that guide how we build technology, serve our clients, and show up for each other every day.
Infectiously passionate about what we do
Our enthusiasm fuels innovation and client success.
Intensely committed to our clients
Every decision starts with client success.
Committed to building an outstanding, engaged team
We invest in people who want to make an impact.
Focused on the execution — we get things done
We deliver results, not just promises.
Driven by continuous innovation and improvement
We never stop enhancing our platform and services.
Beyond reproach in our values
We operate with integrity and transparency.
See how CWAN is leading the future.
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Cutting-edge investment insights.
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Transform your investment operations with real-time intelligence.
Our next-generation platform delivers powerful insights that help global investment teams make faster, more informed decisions.
Learn moreLeadership
Sandeep Sahai
Chief Executive Officer and Board Member
Shane Akeroyd
Chief Strategy Officer and President, Asia Pacific
Cindy Blendu
Chief Administrative Officer
Jim Cox
Chief Financial Officer
Souvik Das
Chief Technology Officer
Scott Erickson
Chief Revenue Officer
Operational efficiency, redefined.
Across global insurers, asset managers, and banks, CWAN GenAI is transforming how investment operations perform.
800+
agents in production
1,200
automated workflows each week
90%
reduction in
reconciliation effort
50%
faster financial close
cycles
PORTFOLIO MANAGEMENT
Master multi-asset complexity at scale.
Get a single view of investment data, modeling, valuation, and risk.
Access live portfolio dashboards with instant updates across all asset classes for improved transparency and faster decisions.
Manage equities, fixed income, alternatives, and derivatives in one consolidated platform.
Monitor attribution, risk metrics, and benchmarks with configurable dashboards and reports.
Run scenario analysis, stress tests, and forward-looking simulations across strategies and holdings.
Organize data by desk, strategy, client, or vehicle with customizable views that reflect your operational structure.
Access a comprehensive history of trades, valuations, and positions with business intelligence platform integration.
Drive performance and
precision with customized
investment benchmarking.
Join the global enterprise companies using real data to guide portfolio strategy.
Consolidated data
Bring together investment data from custodians, internal systems, and spreadsheets — without manual stitching.
Automated validation
Catch discrepancies and reconcile issues before they reach reporting.
Master data
Ensure normalized data across asset classes, currencies, and vehicles.
AUGMENTING HUMAN EXPERTISE WITH UNMATCHED PRECISION
AI embedded, not added on.
See CWAN GenAI in actionGlobal institutions rely on our 800+ AI agents that can scale to process millions of data-intensive tasks across reconciliation, reporting, and portfolio management.
CAREER OPPORTUNITIES
Grow your career at the forefront of investment technology.
See current openingsJoin a global team that’s driving the future of investment operations with a modern technology, a collaborative culture, and a mission to lead the industry forward.
Complete this form to request access
Leadership
Sandeep Sahai
Chief Executive Officer and Board Member
Shane Akeroyd
Chief Strategy Officer and President, Asia Pacific
Cindy Blendu
Chief Administrative Officer
Jim Cox
Chief Financial Officer
Souvik Das
Chief Technology Officer
Scott Erickson
Chief Revenue Officer