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.
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.
More than 50% of Lloyd’s companies trust Clearwater to handle their Lloyd’s reporting and investment data management, learn why.
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…
This case study highlights London & Capital's success with Clearwater Analytics.