Case Study: Caledonia Investments achieves faster, more unified reporting with Clearwater Analytics

Caledonia Investments completes migration in 10 weeks with Clearwater Analytics

Caledonia Investments, a UK-based investment trust managing £3 billion in multi-asset strategies, faced challenges with managing timely and accurate data from complex sources as its portfolio grew. To modernize its operations and automate reporting, the firm adopted Enfusion by Clearwater Analytics.

Clearwater Analytics implemented its Enfusion solution, integrating it with key data sources like Bloomberg. This provided Caledonia with a unified view of its investments, streamlining workflows and reporting. The migration, including 10 years of historical data, was completed in just 10 weeks. As a result, the internal team now produces comprehensive monthly management reports by the third business day of each month, achieving greater accuracy, speed, and consistency.

Caledonia Investments