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.
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.
The Knights of Columbus is a Catholic fraternal service with more than two million global members. They have an investment portfolio of $22 billion in AUM.
Discover how Clearwater was the solution to automate operational challenges around the implementation of CECL and become a leader for Financial Guaranty Insurance.
This Fortune 500 airline places high importance on having the most efficient technology and uses Clearwater daily to solve the pain points associated with opening and reporting on six SMA’s with a lean team.
Learn how Livello improved their operational efficiencies by choosing a system with an integrated general ledger for shadow accounting and a provider that understands credit markets and instruments.
Outlines the five major challenges that burdened syndicates during the dry-run, including data integrity, the general ledger process, asset manager relationships, data management, and the lack of best practices.
Lloyd’s companies trust Clearwater to solve their operational pain points and the benefits of a proactive solution for regulatory requirements.