CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints.…
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
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.
This case study highlights Delphi Financial Group's success with Clearwater.
Delphi Financial Group faced unique challenges managing a complex global portfolio across several legal entities and also wanted to reduce manual labor.
A Q&A with Brian Gan, COO, Disciplina Asset Management.
Learn why Epimelis chose Enfusion as their partner, with local expertise and a platform that provides support for trading Chinese instruments and event-driven strategies.
Erste Asset Management chose Clearwater’s cloud-native client reporting platform following a rigorous RFP selection process.
France Active went live on the Clearwater platform to simplify their investment accounting operations and centralize their accounting book of record.
Clearwater for Stable Value will provide Franklin Templeton with scalable investment technology, daily portfolio insights, and stable value-specific capabilities.
With Clearwater, Garmin has access to a detailed and consolidated view of all their investments at any time.
Ghost Tree Capital had reached a critical decision point. It was considering launching a second investment strategy but had already outgrown its combination of internal Excel tools and legacy systems.