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.
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.
With Clearwater, Intuitive Surgical’s team took back their work day and spends more time making strategic investment decisions.
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.
J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs.
Case study on new reporting standard requirements using an insurance client of J.P. Morgan Asset Management and Clearwater.
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.
Learn how Enfusion helped Kingsway Capital to streamline their operations and achieve the scale to enter new markets and asset classes.