CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
This top‑10 super‑regional U.S. bank, with more than $500 billion in assets and over $20 billion in annual revenue, offers a broad portfolio of consumer and commercial services. Its commercial and capital markets teams aim to deliver advisory and funding solutions that help clients grow their businesses, manage capital, and mitigate financial risks.
Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.
With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Beacon by CWAN transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Through a real-world case study, we show how optimization helps portfolio teams assess trade-offs, make defensible decisions, and measure the cost of constraints while staying aligned with governance standards.
With Enfusion in place, Caledonia’s internal team now produces a comprehensive monthly Management Information pack by the third business day of each month. The solution integrates with key external data sources such as Bloomberg and LP Analyst, helping Caledonia bring together a more complete and consistent investment view.
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs.
AIIM Investment Management has partnered with Enfusion to increase their global trading efficiency.
AJO Vista was created from the merger of two firms. Launching on Enfusion provided them with a unique opportunity to re-envision their business. Their CEO called it “revolutionary”.
Amundsen chose Enfusion as its core platform when it launched in 2020. Enfusion’s flexible, modular Portfolio and Order Management System (PMS and OMS) is crucial for Amundsen’s operational efficiency and long-term growth, enabling the firm to remain agile and self-sufficient while trading seamlessly with multiple brokers.