CLIENT STORIES

Clearwater client success stories.

See how leading institutional investors use Clearwater to solve complex challenges across the investment lifecycle.

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$25B global asset manager reduces TCO by 65% while empowering growth

Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.

Client Story
AI agents and CWIC flow with multi-agent systems to demonstrate seamless integration.
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Portfolio optimization: A case study in systematic security selection.

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.

Client Story
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Caledonia Investments: A Faster, Smarter Edge with Data

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.

Client Story
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Transforming energy risk management for a renewable power provider

Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.

Client Story

All client stories

Clearwater for Lloyd’s

More than 50% of Lloyd’s companies trust Clearwater to handle their Lloyd’s reporting and investment data management, learn why.

Client Story
Lombardi Capital: Precision, confidence, and scale with outsourced execution

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…

Client Story
London & Capital

This case study highlights London & Capital's success with Clearwater Analytics.

Client Story
Using Clearwater’s reporting to proactively support client investment reporting requirements

London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.

Client Story
M&G Investments | Scales and drives growth with Clearwater PRISM

M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.

Client Story
How a major university minimizes time spent on alternative investments

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.

Client Story
Melqart Asset Management: Scaling funds and streamlining operations with Enfusion

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.

Client Story
Consolidated and integrated data for in-depth portfolio transparency

Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).

Client Story
Metori Capital’s journey to efficiency and peace of mind

Learn how Enfusion streamlined Metori Capital’s middle and back office functions.

Client Story