medium_large

Multi-strategy, Multi-asset Hedge Fund Platform

Generate alpha with efficiency.

Focus on executing investment decisions with a front-to-back, multi-asset, open-architecture platform that’s trusted by 950+ hedge funds and designed to support the unique needs of hedge funds of all sizes and strategies.

Introducing Factor Risk Lens, now inside Enfusion’s Portfolio Workbench

HEDGE FUNDS CHOOSE Clearwater TO

Manage complex portfolios with confidence.

Build a seamless investment management experience with portfolio management, order management, execution management, data management, and shadow accounting.

small
Manage publics, privates, and exotics

Add new strategies or trade new securities with one cross-asset, front-to-back platform.

small
Gain a single book of record

Leverage a single source of positions and transactions with integrated IBOR and ABOR views.

small
Manage risk exposure

View and model multi-asset risk — from vanilla to exotics — in a scalable, cloud-native platform.

Clearwater CAPABILITIES

More connected, scalable hedge fund solutions.

Streamline investment processes and enhance decision-making.

Accurate full-portfolio view

Rely on continuously updated, reconciled view of positions and cash — so investment and operations teams work from the same truth.

Auto-enforced guardrails

Rest assured that trade restrictions are applied across funds with real-time compliance checks tied directly into trade workflows.

Real-time P&L and risk

View fast, flexible performance contribution and risk analytics, even for structured products, options, and illiquid instruments.

Extensibility and automation

Automate processes, integrate with proprietary or third-party data or systems, or build extensions to the platform with robust APIs.

large

Break down silos with a consistent approach.

Unify trading and operations within a cloud-native platform that spans the entire investment lifecycle, from trade capture to risk management and reporting.

A multi-asset hedge fund platform, designed to support funds of all sizes and strategies.

Meet your unique needs with our customizable and scalable open-architecture solution.

Multi-strategy/manager hedge funds

Simplify complexity with our flexible platform.

  • Manage and trade multiple strategies confidently.
  • Maintain connectivity and consistency for all critical functions.
  • Control cross-asset risk factors.
Long/short hedge funds

Find new opportunities with new efficiencies.

  • Manage and trade equities with ease.
  • Maintain connectivity and consistency for all critical functions.
  • Manage and trade multiple strategies simultaneously.
Global macro hedge funds

Get complete front-to-back support.

  • Integrate existing systems and data sources.
  • View positions, risk, and valuation in near real time.
  • Scale operations and handle increasing trade volume.
Credit hedge funds

Gain liquid credit instrument support.

  • Support comprehensive credit instrument coverage.
  • Leverage native-support for bank debt and syndicated loans.
  • Scale portfolio management with seamless workflows.
Emerging markets hedge funds

Trade across currencies and jurisdictions.

  • Benefit from one security master with global coverage.
  • Optimize for equity swaps.
  • Monitor and manage liquidity risks.
Event-driven hedge funds

Streamline event-driven trading.

  • Use advanced tools for pairs trading and corporate actions.
  • Tailor workflows for actionable insights on pricing, merger arbitrage, and special situations.
  • Leverage native multi-asset coverage.
medium

“We now have a more unified and consistent view of our business, Enfusion [by Clearwater] is a strong and supportive partner, helping us stay focused, data-driven, and responsive as our needs evolve.”

Paul Seiersen Finance Systems Manager, Caledonia Investments plc

medium

“The value of Enfusion [by Clearwater] is its continuity and the flow-through to the middle office, execution, and settlements, and running every trade through it. The middle- and back-office solution is worth its weight in gold.”

Chris Sullivan Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer, CastleKnight

medium

“Enfusion [by Clearwater] has not only saved us at least $150,000 annually but also eliminated the mental stress of managing IT complexities. I no longer worry about load balancing, remote access, or disaster recovery.”

Patrick Mang COO, Trium Capital

medium

“Enfusion [by Clearwater] pre- and post-trade compliance features are essential because we trade extensively in many markets. We can meet reporting threshold requirements in Europe as well as other requirements for jurisdictions in Asia.”

Michelle Lim Partner and COO, AIIM Investment Management Hong Kong

medium

“We basically had to give our parent companies a firm date for migrating our operations from their systems. It was important to have someone we trusted who would deliver on what they [Enfusion by Clearwater] said they would do.”

Jesse Barnes Co-Founder/CEO, AJO Vista

medium

“These [Beacon by Clearwater] solutions are highly valued by existing and potential institutional investors from an operating perspective, effectively placing IPI in comparable standing to larger and more established firms.”

Nick Vasserman Founder & CIO, IPI

Let’s generate alpha.

Optimize your investment strategies with greater productivity using flexible technology.

See how
Clearwater is
leading the
future.

Hedge funds are on the lookout for new software as a source of competitive advantage

Find out how advanced technologies and system integrations are helping hedge funds improve risk visibility and gain a competitive edge.

3 min read
Blog
Webinar recap: Reducing risk & complexity in your middle and back office

Enfusion hosted a webinar exploring how asset managers can transform their operational models and reduce complexity through Enfusion Middle and Back Office Services.

5 min read
Blog
Enfusion by Clearwater: An integrated front-, middle- and back-office experience

Enfusion’s single cloud-native system consolidates data and processes that are typically spread across multiple platforms into a unified database and toolset, enabling front, middle, and back office functions.

5 min read
Blog

FAQs

How does the Clearwater hedge fund platform address the operational risks of fragmented investment data?

When a tech stack is fragmented, the wall between front-office trade execution and back-office ledgers causes a massive headache, leaving funds exposed to costly data latency and endless reconciliation overhead. Clearwater solves this by replacing a messy patchwork of point solutions with a single-instance, multi-tenant cloud data model. Your live portfolio positions, real-time pricing, and transactional data stay perfectly in sync across the entire fund infrastructure.

How do hedge funds manage portfolio risk across asset classes?

Effective multi-asset risk management requires a centralized valuation engine that evaluates equities, fixed income, FX, and complex derivatives, all at the same time. Integrated with Beacon by Clearwater, the platform utilizes a shared dataset to execute robust factor risk analytics, historical VaR (Value at Risk), and pre-trade “what-if” scenario stress testing.

How does Enfusion by Clearwater optimize front-to-back operational workflows?

True operational alpha is realized by removing the technological barrier between portfolio construction and down-stream accounting.  Enfusion centralizes front-office trading and strategy execution across public assets, while Clearwater’s overarching architecture aggregates data from every sleeve and asset class into a comprehensive, multi-manager whole portfolio view.Enfusion delivers a fully unified front-, middle-, and back-office environment that binds the PMS and OEMS directly to a real-time Investment Book of Record (IBOR). This continuous data layer removes the manual trade matching that stalls daily rebalancing, margin optimization, and final settlement.

Why is intraday portfolio visibility critical to modern risk oversight?

Relying on T+1 or end-of-day batch data introduces dangerous exposure blind spots during periods of rapid market re-pricing. Enfusion delivers continuous data ingestion and intraday portfolio monitoring to provide real-time updates on positions, cash balances, and Greek sensitivities.

How do multi-strategy hedge funds manage portfolio complexity?

Multi-strategy managers must harmonize independent trading teams, custom asset sub-types, and discrete benchmarks within a singular architecture. Enfusion centralizes front-office trading and strategy execution across public assets, while Clearwater’s overarching architecture aggregates data from every sleeve and asset class into a comprehensive, multi-manager whole portfolio view.