Hedge Funds

Hedge funds always seek a lean and highly efficient operating structure that strikes a balance between maximization of portfolio returns and operational profitability in a dynamic market hunting for higher risk-adjusted returns.

Having a deep understanding of the long-term priorities and modus operandi of hedge funds, CRISIL operates as a consultative partner providing bespoke support.

  • We work as an extension of the internal teams at hedge funds, covering functions ranging from investment research lifecycle to fund operations and portfolio reporting.
  • We provide customized support and output to each client for their exclusive use, enabling them to drive their proprietary investment research and operational processes at scale.
Several hedge funds, ranging from small to medium to some of the world’s largest, have realized tangible benefits by leveraging us to achieve:

  • Research excellence
  • Optimized decision-making
  • Sustained operational excellence
  • Strengthened risk assessment

Solution Components

Investment Solutions - Research Insights

  • Idea generation and security screening
  • Modeling and valuation
  • Due diligence in alternate data integration
  • Earnings support
  • Investment notes
  • Ad hoc research

Investment Solutions - Portfolio Analytics

  • Portfolio construction/asset allocation support
  • Scenario and stress testing
  • Performance and risk analytics

Mid/Back-office Ops - Trade Management

  • Trade lifecycle support
  • P&L production and attribution
  • Trade validation and hedges
  • Dispute management
  • Margin and collateral management
  • Corporate action lifecycle management

Mid/Back-office Ops - Fund Administration

  • NAV and portfolio calculations
  • Shadow accounting
  • Reconciliation
  • Periodic valuation
  • Cash flow management support

Mid/Back-office Ops - Monitoring and Reporting

  • Performance and risk attribution
  • Dashboarding
  • Investor and regulatory reporting
  • Compliance - limit monitoring

Fund of Hedge Funds Support

  • Manager selection
  • Due diligence support - investment, operational and financial
  • Market monitoring
  • Performance and risk surveillance



To learn more, contact us at: global.sales@crisil.com

 

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Looking for high-end research and risk services? Reach out to us at:

 

United States
1-855-595-2100/
+1 646 292 3520

 

United Kingdom
+44 (0) 870 333 6336

 

 

India
+91 22 33 42 3000 /
+91 22 61 72 3000