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.
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.
Discover how digital workflow and real-time data changed the game for INOCAP.