Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations

Key Terms

structured credit financial

Structured credit is a way of bundling many loans or debt claims together and slicing that bundle into pieces with different levels of risk and return, like cutting a cake into layers where the bottom slice takes most of the crumbs and the top slice stays neat. Investors buy these slices to chase higher income or to shift credit risk, so understanding which layer you own, how the loans behave together, and how easy the slice is to sell matters for potential return and loss.

portfolio management system technical

A portfolio management system is software that helps investors organize, monitor and adjust a collection of investments much like a digital toolbox for your finances. It tracks holdings and performance, automates routine tasks (like rebalancing or trade execution), and flags risks or rule breaches so investors can make faster, more consistent decisions and reduce costly mistakes or oversights.

order management system technical

An order management system is software that collects, tracks and coordinates buy and sell instructions for securities from the moment they are entered until they are completed. Think of it as a traffic controller that organizes where orders go, monitors their status, and enforces rules so trades happen correctly and on time. Investors care because a reliable system reduces errors, speeds execution, lowers costs and helps protect against misplaced or poorly executed trades.

execution platform technical

An execution platform is the software and network that lets investors place and complete buy or sell orders in financial markets, handling everything from order entry to final trade confirmation. Like a checkout lane or delivery service for trades, its speed, reliability and fees affect how quickly and cheaply transactions occur, which influences execution price, transaction costs and the likelihood of getting the trade investors want.

scenario analysis technical

Scenario analysis evaluates how different possible future situations — for example shifts in sales, interest rates, costs, or regulations — would affect a company’s finances and value. It matters to investors because it lays out plausible best- and worst-case outcomes, much like checking several routes before a trip to see how traffic could change arrival time; that makes risks clearer, supports better comparisons, and guides decisions under uncertainty.

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factor attribution technical

Factor attribution breaks a portfolio’s returns into the individual influences of broad drivers—such as overall market moves, industry exposure, company size, or value versus growth—so you can see which ingredients caused gains or losses. For investors this is like reading a recipe: it shows whether performance came from manager skill or simply from leaning into certain risk exposures, helping with risk control, performance evaluation, and better investment decisions.

historical var financial

Historical VaR (Value at Risk) is a risk measure that uses actual past returns to estimate the maximum likely loss a portfolio might face over a set time period and confidence level. Think of it as looking through a history book of your portfolio’s daily gains and losses to find a past worst-case drop, which helps investors size potential losses, set limits, and decide how much capital or insurance they need—while recognizing it assumes past patterns will repeat.

stress testing financial

Stress testing is a process where a company or financial regulator simulates extreme but plausible scenarios—like sharp market drops, credit losses, or sudden cash needs—to see how the business would cope. It matters to investors because the results reveal whether a firm has enough cash, capital and risk controls to survive shocks, similar to a car crash test showing how safe a vehicle is; stronger results reduce uncertainty about losses and the chance of forced asset sales or rescue needs.

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Enfusion by CWAN delivers unified portfolio management, order management, and execution capabilities across structured credit

MIAMI--(BUSINESS WIRE)-- Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced at InvestOps 2026 that Orange Investment Advisors, a credit-focused investment manager, has successfully implemented Enfusion by CWAN (Enfusion) to modernize its front-to-back investment operations across its structured credit portfolio.

The implementation comes at a time when asset managers are under increasing pressure to unify fragmented operating models, improve transparency, and scale across complex asset classes. By deploying Enfusion, Orange Investment Advisors gains an integrated portfolio management system (PMS), order management system (OMS), and execution platform that supports real-time decision-making, operational control, and institutional-grade reporting.

Enfusion brings portfolio management, order management, trading, compliance, and real-time data into one system. That means Orange Investment Advisors can manage trades and positions in one place instead of moving data between multiple tools. Together, Enfusion and Clearwater Analytics’ Beacon platform deliver significant risk modeling capability, enabling scenario analysis, factor attribution, historical VaR, and stress testing on a single, reconciled dataset. As a result, teams spend less time reconciling numbers across front, middle, and back office, and can produce structured credit reports faster and with fewer errors. This frees up time for higher-value work and gives clients clearer, more timely reporting.

“We didn’t want another tool that solved one piece of the workflow and created new handoffs everywhere else,” said Jay Menozzi, Chief Investment Officer at Orange Investment Advisors. “We chose Enfusion because it brings PMS, OMS, and execution workflows together in one place, with a shared data model. This gives our teams a single source of truth from trade capture through reporting, with fewer breaks, clearer controls, and faster answers when clients ask questions.”

“For structured credit, the operational details matter — position transparency, accurate cash forecasting, and reporting timelines aren’t negotiable,” said Dan Jacobs, Global Head of Hedge Fund and Asset Management Sales at Clearwater Analytics. “Enfusion is built to support integrated workflows across front, middle and back office on a unified platform, so investment teams can trade with confidence and operations teams don’t spend their days reconciling versions of the truth. Orange’s go-live is a strong example of how firms can simplify their operating model without sacrificing control.”

To learn more about Enfusion, speak to an expert today.

About Orange Investment Advisors

Orange Investment Advisors is an expert in Structured Credit strategies, offering investment solutions with low volatility and a high level of risk-adjusted current income and capital appreciation. A Structured Credit specialty manager, Orange adds value in an inefficient market through an active, value-based investment process. The strategy is designed to extract the superior risk-adjusted returns available in the Structured Credit market relative to the Aggregate Index sectors, while targeting a risk profile lower than the Index. They do this through an active, value-based security selection strategy that capitalizes on the complexity and diversity of the Structured Credit market to identify and acquire underpriced bonds. At the same time, they control Interest Rate Risk, Credit Risk, and Liquidity Risk in order to preserve excess returns. For more information, visit www.orangeia.com.

About CWAN

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally. Learn more at www.cwan.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260310631143/en/

Media Contact:
Claudia Cahill, Head of Communications and PR | +1 208-433-1200 | press@cwan.com

Source: Clearwater Analytics