Enfusion
27 Case Studies
A Enfusion Case Study
Kingsway Capital, a long‑only hybrid investment manager focused on frontier markets, launched its flagship fund in 2013 and quickly faced the operational complexity of trading in multiple local currencies while keeping books in U.S. dollars. To scale and satisfy institutional due diligence without adding headcount, Kingsway moved its manual, Excel‑driven portfolio management and accounting to Enfusion in 2015 (initially as a PMS).
Enfusion expanded Kingsway’s capabilities with Enfusion Managed Services (from 2021) and later Enfusion’s OEMS, connecting trading to prime broker Pictet and embedding pre‑ and post‑trade compliance controls. The Enfusion solution automated currency conversion, streamlined trade execution and post‑trade processing, and reduced NAV reconciliation time by 50% or more, cutting month‑end reconciliation hours and improving transparency for institutional investors.
Edward Thompson
Operations Manager