CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
Regional U.S. bank at a glance Over USD 500 billion in total assets. More than USD 20 billion in annual revenue. Looking to differentiate capital market services and bring risk in-house. Want a more accurate, real-time view of risks and…
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints. This whitepaper explains how institutional investors can apply optimization to sharpen decisions and simplify portfolio management. Optimization tools manage constraints,…
Caledonia Investments enhances decision-making with integrated data solutions.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Bank of Lucia relies on Clearwater’s solution for managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.
Centralizing Data & Analytics? Blackstone chose Beacon to build cloud native models fast and with full transparency. See why!
Read below how the partners at CastleKnight Management LP ensured they had the right platform to manage their event-driven / special situations strategy.
Catalina, a Bermuda based group, acquires and manages non-life insurance and reinsurance companies and portfolios in run-off.
Learn how Centre Asset Management joined forces with Enfusion to significantly improve operational efficiencies and eliminate distractions.
Chesapeake Employers’ Insurance Company is a Maryland-based insurance company specializing in worker’s compensation.
The Clearwater solution provides Chimera with automated investment data management, accounting, reporting, and analytics.
With Clearwater, the City of Albuquerque has consolidated and up-to-date investment and accounting data on one integrated platform.
Clearwater’s automated data aggregation and reconciliation enabled the City of Chicago's Treasurer’s office to increase their revenue by $30 million.