CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
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.
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,…
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.
M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
University foundations have cumbersome accounting processes as a result of large investments in limited partnerships and alternative assets. See how this major University minimizes time spent on alternative investments.
Melqart connects its middle office with front- and back-office functions using an agile, cloud-native infrastructure and operating model. With Enfusion at the core, this seam-free approach has enhanced efficiency, empowered smarter decision-making, and ensured the firm’s ability to scale effortlessly to meet new opportunities and market demands.
Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).
Learn how Enfusion streamlined Metori Capital’s middle and back office functions.
Midwestern University is dedicated to providing academic programs that prepare skilled and dedicated healthcare workers to meet the growing needs of society.
With a rapidly growing portfolio of alternative assets, the team at Midwestern University agreed they would benefit from the automation of the aggregation, reconciliation, and reporting of all their assets.
Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.