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.
Midwestern University is dedicated to providing academic programs that prepare skilled and dedicated healthcare workers to meet the growing needs of society.
Mercury Insurance has a large and complex investment portfolio, with more than $3.5 billion in assets under management (AUM).
M&G Investments has selected Clearwater Analytics as its SaaS-based investment accounting solution.
London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes.
The Knights of Columbus is a Catholic fraternal service with more than two million global members. They have an investment portfolio of $22 billion in AUM.
J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs.
Jackson County, Oregon, manages a portfolio of more than $350 million in AUM. Their portfolio includes equities, bonds, and more.
Intuitive Surgical is a healthcare equipment and services company with a portfolio of more than one billion dollars in assets under management (AUM). Their portfolio includes equities, corporate bonds, municipal bonds, agency discount bonds, and more.
Industrial Alliance Portfolio Management’s (IAPM) selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities.