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.
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.
Learn how Jebsen Capital utilized Enfusion as a single source of truth for their entire portfolio and achieved multi-asset class expansion.
In 2020, Key Group made the decision to move off legacy systems and convert to Enfusion. The transition marked a turning point in how the firm operated day to day.