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.
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.
With Clearwater, Intuitive Surgical’s team took back their work day and spends more time making strategic investment decisions.
Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.
Would you like to level the playing field and have the same cross-asset investment and risk management capabilities as the world’s largest investment managers? Read how alternative investment firm Integrated Portfolio Intelligence is using Beacon to move at the speed of markets and generate compelling returns.
Case study on new reporting standard requirements using an insurance client of J.P. Morgan Asset Management and Clearwater.
J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs.
Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, bonds, and more.