CLIENT STORIES
See how leading institutional investors use Clearwater 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.
Beacon by Clearwater transformed energy risk management for renewable power provider, CleanChoice Energy, which experienced rapid growth in the U.S. power market.
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.
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 Ten Cap, an Australian investment manager, transformed its operational efficiency and compliance management by partnering with Enfusion by Clearwater.
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.
Urban Outfitters is a multinational lifestyle retailer with more than $360 million in assets under management.
Clearwater for Stable Value is the technology that will allow us to advance our stable value fund operations and support our continued business growth.
State of Florida The Florida Department of State strives to improve the quality of life for all Floridians. Headquarters Tallahassee, Florida Assets Under Management $61B Website https//www.myflorida.com/ As the State of Florida expanded its investment portfolio, it faced growing challenges…
Security Mutual chose Clearwater to enhance performance attribution, risk analysis, and decision-making capabilities to drive improved returns and reduced risk.