Case Study: Jebsen Capital achieves streamlined, scalable multi-asset operations with Enfusion

How Jebsen Capital utilized Enfusion as a single source of truth for their entire portfolio and achieved multi-asset class expansion

Jebsen Capital, a global multi-asset manager, faced growing complexity as it expanded from fixed income into equities, FX and alternatives and sought to bring trading in-house while adopting a custodian and prime brokerage model. To institutionalize trading and operational processes, Jebsen Capital selected Enfusion’s all-in-one investment management platform and engaged Enfusion Managed Services to support middle‑office tasks.

Enfusion implemented an integrated general ledger, real‑time P&L, FactSet and third‑party connectivity, and automated reconciliation workflows, moving trading and cash data into a single repository. As a result, Jebsen Capital saw lower execution fees, fewer reconciliation errors, faster data velocity, and a reduction in month‑end accounting effort (previously 3–5 days) to consistently closing on the last day, while Enfusion Managed Services resolved trade breaks and freed the team to focus on higher‑value work.

Jebsen Capital

Alan Tse

General Manager