Caledonia Investments: A Faster, Smarter Edge with Data

Caledonia Investments, a FTSE 250 Investment Trust managing £3 billion across public equities, private capital, and private equity funds, operates in an environment where investment decisions depend on timely, accurate data from multiple complex sources.

At a glance:

• Client: Caledonia Investments
• Location: UK
• Strategy: Multi-asset (public equities, private capital, private equity)
• AUM: £3 billion
• Firm Type: Investment Trust

As Caledonia’s portfolio grew in scale and complexity, their need for faster, more integrated insights intensified. To stay ahead of growing data volumes and regulatory demands, the team adopted Enfusion by CWAN to modernize its operating model, streamline workflows, and automate reporting.

An Ambitious but Smooth Migration

Caledonia wanted to import 10 years of historical data as part of the migration—an effort aimed at creating a truly consolidated investment dataset. The onboarding was completed ahead of schedule in just 10 weeks. Caledonia credits this to CWAN’s integration tools, the hands-on nature of the process, and the supportiveness of the team throughout.

A Unified View Across the Business

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. This consolidation has strengthened reporting accuracy and speed, reduced reliance on disparate data sources, and improved the consistency of internal reporting.

Actionable Insights at Scale

Caledonia has built out an extensive reporting suite using Enfusion. These reports span portfolio views, geographic and sector exposure, and private capital performance, feeding both monthly Management Information packs and on-demand analysis. The solution has also helped Caledonia prepare for regulatory developments such as T+1 settlement, providing timely access to transaction and pricing data.

Enfusion’s visual analytics interface allows the team to access key information with ease and respond quickly to internal or stakeholder queries.

A Collaborative and Transparent Partnership

Caledonia also adopted Managed Services to handle daily operational tasks more efficiently. This freed internal resources to focus on performance analysis and strategic priorities.

The partnership has been defined by open communication, realistic expectations, and dedicated support. CWAN continues to work alongside Caledonia to address evolving needs and complex operational challenges with transparency.

Looking Ahead

Caledonia continues to evolve its investment operations, and CWAN remains a key enabler of this journey. As the firm deepens its analytics, integrates new data sources, and adapts to market shifts, the platform helps ensure agility and insight.

“We now have a more unified and consistent view of our business, Enfusion is a strong and supportive partner, helping us stay focused, data-driven, and responsive as our needs evolve.”

—Paul Seiersen, Finance Systems Manager, Caledonia Investments plc