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.
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.
Discover how Beacon's platform enhances risk management in energy trading with faster customization and comprehensive portfolio analytics.
Discover how Beacon's platform enhances risk management in energy trading with faster customization and comprehensive portfolio analytics.
With Clearwater, Greater Houston Community Foundation has found significant time savings throughout their investment accounting processes.
The Groupama Group's sole personal insurance subsidiary, with 4.8 billion euros in turnover in 2022, Groupama Gan Vie designs, underwrites, and manages life and health insurance contracts, including savings, retirement, protection, and health, marketed by the Group's five distribution networks.
Clearwater’s automated reporting functionality for FAS 115-2 and other disclosures saves time and money for Halyard and its clients.