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.
Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.
MSIG Singapore selected Clearwater Analytics to power its investment data management, portfolio analytics, and investment reporting operations.
New Mexico Finance Authority has a portfolio of more than $600 million in AUM. The portfolio includes U.S. government debt, money market funds, and more.
NorthStandard is one of the leading providers of global marine insurance products and services across the maritime industries that uses the Clearwater solution.
Discover how Palm Beach County saves time by using Clearwater Analytics for investment accounting and reporting.
Palm Beach County partnered with Clearwater to automate investment accounting processes and solve challenges around posting mark-to-market adjustments.
As a front-to-back platform, Enfusion provides Pantechnicon with portfolio management, order management, risk management, and general ledger accounting.
PepGen leverages Clearwater Insights for a better way to navigate the complexities of dynamic investment environments.
Learn how Clearwater provides PepGen with detailed insights enabling data-driven decisions that align with industry best practices.