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.
Case study on the City Treasurer of Chicago and their use of Clearwater Analytics for investment accounting and reporting.
Learn how a global hedge fund is moving away from spreadsheets to accelerate deal flow and improve cash flow management, by automating core processes with minimal impact on IT.
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.