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.
Clearwater’s automated daily reconciliation reduces Sagicor’s manual processes, eliminating 10 days from their month-end close.
RiverStone International is using Clearwater to automate and streamline its data consolidation, investment accounting, trade reconciliation, and reporting processes.
Pool Re will transition from a custodian-based model to Clearwater’s market-leading investment accounting and reporting platform.
Learn how Clearwater provides PepGen with detailed insights enabling data-driven decisions that align with industry best practices.
Palm Beach County partnered with Clearwater to automate investment accounting processes and solve challenges around posting mark-to-market adjustments.
NorthStandard is one of the leading providers of global marine insurance products and services across the maritime industries that uses the Clearwater solution.
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.
MSIG Singapore selected Clearwater Analytics to power its investment data management, portfolio analytics, and investment reporting operations.
Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service.