CLIENT STORIES
See how leading institutional investors use CWAN to solve complex challenges across the investment lifecycle.
Regional U.S. bank at a glance Over USD 500 billion in total assets. More than USD 20 billion in annual revenue. Looking to differentiate capital market services and bring risk in-house. Want a more accurate, real-time view of risks and…
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints. This whitepaper explains how institutional investors can apply optimization to sharpen decisions and simplify portfolio management. Optimization tools manage constraints,…
Caledonia Investments enhances decision-making with integrated data solutions.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
Executive Summary Portfolio optimization replaces manual security selection with a rules-based, automated process that improves outcomes and handles complex constraints. This whitepaper explains how institutional investors can apply optimization to sharpen decisions and simplify portfolio management. Optimization tools manage constraints,…
Caledonia Investments enhances decision-making with integrated data solutions.
Discover how a research-driven manager transformed operations and cut costs with Enfusion’s innovative platform, local expertise, and seamless integration.
CleanChoice Energy at a glance All energy sourced from wind, solar, or hydro close to consumers. Expanding development portfolio over 300MW with development plan. Goal to become the first U.S. company to generate and supply 100% green energy. Building a…
Download our case study to learn how AAM uses Clearwater for active portfolio monitoring that delivers benefits to their clients.
Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs.
AIIM Investment Management has partnered with Enfusion to increase their global trading efficiency.
AJO Vista was created from the merger of two firms. Launching on Enfusion provided them with a unique opportunity to re-envision their business. Their CEO called it “revolutionary”.
Amundsen chose Enfusion as its core platform when it launched in 2020. Enfusion’s flexible, modular Portfolio and Order Management System (PMS and OMS) is crucial for Amundsen’s operational efficiency and long-term growth, enabling the firm to remain agile and self-sufficient while trading seamlessly with multiple brokers.