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.
Learn how the Arkansas treasurer of state and their use of Clearwater Analytics for investment accounting and reporting.
With Clearwater, Intuitive Surgical’s team took back their work day and spends more time making strategic investment decisions.
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
Learn how a global hedge fund is moving away from spreadsheets to accelerate deal flow and improve cash flow management, by automating core processes with minimal impact on IT.
This case study highlights Delphi Financial Group's success with Clearwater.
Case study on new reporting standard requirements using an insurance client of J.P. Morgan Asset Management and Clearwater.
Outlines the five major challenges that burdened syndicates during the dry-run, including data integrity, the general ledger process, asset manager relationships, data management, and the lack of best practices.
This case study highlights London & Capital's success with Clearwater Analytics.