About the client

A mid-sized European asset manager looking to improve transparency through advanced client reporting

Client challenges

• Managing extensive reporting commitments, including performance reporting, performance attribution and adhoc investor requests
  
• Reporting bottlenecks due to concentrated deliverables in mid-month cycles, straining resources and turnaround times

Our solution

Crisil team: 

• Took complete ownership of key reporting workflows to streamline and automate end-to-end reporting processes
• Distributed workflow load by systematizing tasks and creating a structured calendar for reporting cycles
• Collected validated data (quantitative and qualitative) from multiple sources, reconciling discrepancies for accuracy
• Calculated fund performance and risk statistics, benchmarked results against relevant indices
• Drafted reports and investor memos including investment strategy, fund structure, distribution, fees and risk-return insights
• Incorporated multi-stakeholder feedback through a centralized review and approval process 
  

Impact and results

• ~100%
  Ownership of end-to-end reporting workflows, enabling process automation and standardization
  
  
• 30%
  Faster turnaround through streamlined data validation, performance calculation, and memo drafting 
  
  
• Seamless
  Transition with no data gaps or missed deadlines

About Crisil Integral IQ

Crisil Integral IQ delivers solutions and actionable intelligence to top financial institutions, driving strategic transformation, risk optimization, and operational excellence. Our offerings across research, risk, lending, analytics and operations have empowered clients to navigate complex markets, mitigate risks and unlock new opportunities. Our domain expertise, innovative solutions, future-ready technologies such as AI and data science give clients the confidence to accelerate growth and achieve sustainable competitive advantage. Our globally diverse workforce operates in the Americas, Asia-Pacific, Europe, Australia and the Middle East.

Questions

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