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.
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.
More than 50% of Lloyd’s companies trust Clearwater to handle their Lloyd’s reporting and investment data management, learn why.
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.
Lombardi Capital LLP Type Hedge fund Focus European long/short equity strategy AUM Tier $525M+ Client Since 2021 Profile Lombardi Capital LLP is a London-based hedge fund founded in 2021, managing a European-focused long/short equity strategy. From day one, the firm…