Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Asset Management
  • Automation
  • Enhanced Research Coverage
  • SME Led Model
August 26, 2025 Content Type Case study

1.75x Analyst coverage boost for $750B asset manager via SME-led model

August 26, 2025 Content Type Case study

About the client

US-based asset manager (~$750B AUM) seeking scale with a lean talent model.

Client challenges

  • Need to scale investment support withoutexpanding headcount
  • High-quality talent requirement across assetclasses and regions
  • Limited bandwidth for strategic initiatives likeESG and product innovation
  • Fragmented workflows across front and middleoffice functions
  • Complex data needs spanning analytics, research and engineering

Our solution

  • Enabled scalable, SME-led FTE model acrossfive global locations
  • Supported fixed income, equities, and privatemarkets through research and modeling
  • Conducted thesis building, IC reviews, earnings support, field visits, and expert calls
  • Delivered quant/macro insights using NLP, back-testing, and statistical modeling
  • Enabled data engineering, alternative dataresearch, and portfolio analytics automation
  • Provided ESG scoring, due diligence, andengagement for responsible investing focus
  • Delivered surge coverage for sustainabilityand CLO product launch initiatives

Impact and results

1.75x analyst coverage

 

Higher output with lean investment team

 

Automation

 

Improved speed andconsistency across workflows

 

Localized insights

 

Market knowledge fromChina, LATAM, and Poland

 

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