Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • ESG
January 17, 2025 Content Type Case study

Our global engagement with a leading asset manager

January 17, 2025 Content Type Case study

SME-led value-add, operational flexibility and scale across front and middle office workflows

 

 

US-based asset manager (AuM: ~$750 billion)

 

Key requirement:

 

  • Maintaining lean structure without compromising on talent quality

Engagement highlights:

 

  • Scalable FTE-based model
  • Access to globally distributed team across India, China, Poland, Argentina, and Colombia
  • Institutional best practices for research as well as project management
  • Specialized talent sourcing

 

Scope of work

 

Fixed income, private markets and equity research:

 

  • New issuances/coverage, financial modelling, identifying investment thesis, investment committee reviews, earnings support, local market flavor, field visits, analyst/industry expert interactions, and private debt deal support

Quant, macro research and data analytics:

 

  • Portfolio analytics, statistical models, back-testing, NLP for new factors, domain-led tech support for traditional and alt data research, Data engineering, and Data quality

Responsible investing:

 

  • ESG scoring frameworks and commentaries; ESG due diligence/controversy assessment, and active engagement with investee companies

 

Impact

 

Benefits to the client:

 

  • Increased coverage per analyst by 1.75x while maintaining cost efficiencies
  • Highly integrated into the investment process
  • Local market knowledge and language capabilities from China, Poland, and LatAm
  • Brought efficiencies through process automation
  • Surge coverage for key strategic initiatives such as sustainability and CLO product launch

 

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