Explore Crisil, a company of S&P Global

Formerly known as Market Intelligence & Analytics

Institutional Investors

Crisil's analytical services cater to the needs of institutional investors and corporates, providing comprehensive evaluation and analysis of their investment portfolios. For corporates, our treasury analytics services offer in-depth third-party evaluation of their investment portfolios, considering risk parameters such as credit, interest rate, concentration, and liquidity. We also provide investment research, analysis of debt-oriented schemes, performance benchmarking, and investment policy compliance. Additionally, our portfolio analytics services for exempt portfolios, such as retirement funds, include review of portfolio performance, payout sustainability analysis, credit risk exposure, asset-liability management, and interest rate sensitivity analysis, as well as valuation and investment policy compliance. By leveraging our expertise, institutional investors and corporates can gain a clearer understanding of their investment alternatives, mitigate risks, and make informed decisions to achieve their financial objectives.

 

 

Analytical services for institutional investors

 

 

Corporates can obtain in-depth third-party evaluation of their investment portfolio with our investment portfolio evaluation services. The service considers various risk-related parameters such as credit, interest rate, concentration and liquidity of portfolios on a monthly or ongoing basis.

Services encompass:
 

  • Investment research for selection of AMCs and mutual fund schemes
  • Analysis of debt-oriented schemes and fixed income securities, including fixed deposits, involving pre-investment and post-investment evaluation
  • Comprehensive evaluation of portfolios on a monthly or on-going basis
  • Performance benchmarking
  • Investment policy compliance
  • Valuation of investments in the treasury portfolio

Crisil provides portfolio analysis and valuation services tailored for retirement funds. As an independent third party, Crisil enhances the credibility and transparency of the portfolio evaluation process. The services provide investment managers with a clearer understanding of available investment alternatives while also supporting effective risk mitigation strategies.

Services encompass:
 

  • Review of retirement funds’ portfolio
    • Performance benchmarking
    • Pay-out sustainability analysis
    • Analysis of exposure to credit risk
    • Asset-liability management
    • Interest rate sensitivity analysis
  • Valuation of retirement funds’ portfolio
  • Investment policy compliance