Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • ESG Integration
  • ESG Tech
  • Python Automation
  • Sustainable Finance
  • Workflow Optimization
August 19, 2025 Content Type Case study

We empowered a leading asset management firm to accelerate SFDR portfolio insights via Python-based data visualization, reducing the turnaround time by 95%

August 19, 2025 Content Type Case study

Background

  • A leading US-based asset management firm needed an efficient way to analyze SFDR-aligned custom investment portfolios and compare these with industry benchmarks
  • The firm required a user-friendly, automated platform for visual comparison of sustainability, financial and ESG metric

Crisil Integral IQ solution

  • A detailed review of the client’s SFDR dataset was conducted, covering over 10,000 financial instruments, each mapped to more than 110 data metrics, including financial metrics, ESG and SFDR indicators, benchmark inclusion and associated benchmark portfolio weights
  • Key indicators were shortlisted for portfolio comparison, including SFDR Principal Adverse Impact indicators, good governance indicators, positive contribution indicators, and additional ESG and financial metrics
  • A Python-based visualization platform was developed using Jupyter Notebook and integrating libraries such as Plotly and Matplotlib to convert high-dimensional data into clear, interactive visuals
  • The platform enabled users to:
    • Import datasets and select benchmarks
    • Choose relevant SFDR/ESG indicators for custom portfolio creation
    • Instantly generate visuals such as bar graphs, pie charts and line charts with minimal technical effort 
  • Visuals were designed to emphasize portfolio construction and comparison, focusing on financial performance, sectoral and geographical allocation, and ESG factor alignment
  • The platform was tailored for product and portfolio teams with limited technical expertise, emphasizing the ease of navigation, customization and deployment 

Client impact

  • Reduced manual TAT by 95%, bringing the process down from ~8 hours to just under 20 minutes through end-to-end automation
  • Enabled seamless portfolio-to-benchmark comparisons, allowing users to analyze performance, ESG alignment and allocation trends across multiple dimensions with greater clarity and efficiency
  • Facilitated scalability and adaptability, allowing teams to efficiently replicate and extend the approach across various datasets and analysis needs
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