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.
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.
When a team of seasoned investors from Norges Bank Investment Management (NBIM) set out to launch ICP Asset Management in 2023, they saw an opportunity to offer their experience to external clients.
Industrial Alliance Portfolio Management’s (IAPM) selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.