Orange Investment Advisors implements Clearwater Analytics
10 March 2026 US
Image: AlexandrPeersstock.adobe.com
Orange Investment Advisors, a credit-focused investment manager, has implemented Enfusion by Clearwater Analytics to modernise its front-to-back investment operations across its structured credit portfolio.
By deploying Enfusion, Orange Investment Advisors receives 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.
The front-to-back platform brings portfolio management, order management, trading, compliance, and real-time data into one system.
Together, Enfusion and Clearwater Analytics’ Beacon platform deliver risk modeling capability, enabling scenario analysis, factor attribution, historical Value at Risk (VaR), and stress testing on a single, reconciled dataset.
Jazz Menozzi, chief investment officer, Orange Investment Advisors, notes: “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.”
Dan Jacobs, global head of hedge fund and asset management sales, Clearwater Analytics, comments: “For structured credit, the operational details matter — position transparency, accurate cash forecasting, and reporting timelines aren’t negotiable.
“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.”
By deploying Enfusion, Orange Investment Advisors receives 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.
The front-to-back platform brings portfolio management, order management, trading, compliance, and real-time data into one system.
Together, Enfusion and Clearwater Analytics’ Beacon platform deliver risk modeling capability, enabling scenario analysis, factor attribution, historical Value at Risk (VaR), and stress testing on a single, reconciled dataset.
Jazz Menozzi, chief investment officer, Orange Investment Advisors, notes: “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.”
Dan Jacobs, global head of hedge fund and asset management sales, Clearwater Analytics, comments: “For structured credit, the operational details matter — position transparency, accurate cash forecasting, and reporting timelines aren’t negotiable.
“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.”
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