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.
Centralizing Data & Analytics? Blackstone chose Beacon to build cloud native models fast and with full transparency.
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.
Case study on the City Treasurer of Chicago and their use of Clearwater Analytics for investment accounting and reporting.