Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Asset Manager
March 04, 2025 Content Type Case study

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

March 04, 2025 Content Type Case study

 

 

US-based asset manager

 

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

 

Investments

 

  • 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

Asset servicing and operations

 

  • Handling both in-house and out-of-house reconciliation for Cash,Position and Cost basis
  • Overseeing fund accounting and administration for Mutual Funds,UCITs, CITs, etc.
  • Preparing customized performance reports ,portfolio reviews and handled daily reporting tasks
  • Conducted quarterly valuations, shadow rating and macro analysis of  portfolio companies
  • Active support to COO and CFO for preparation of firm wide presentations

Distribution

 

  • RFIs/DDQs, fund analytics and marketing material, fund commentaries and digital marketing

Crisil Impact

  • 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
crisil-loader