CLIENT STORIES
See how leading institutional investors use Clearwater to solve complex challenges across the investment lifecycle.
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.
Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.
Trium selected Enfusion to streamline their portfolio management and reduce costs to support their rapid growth and operational complexity. Enfusion has driven significant efficiency gains, scalability, and strategic advantages for Trium in a competitive market.
Urban Outfitters is a multinational lifestyle retailer with more than $360 million in assets under management.