Portfolio Risk Management 

CRISIL provides end-to-end risk management solutions to asset management firms around the world. Many of the largest asset managers in Europe and the United States rely on CRISIL’s bespoke service offerings to ramp up their own internal risk analysis and management capabilities and meet diverse regulatory requirements. Our extensive experience, expansive risk expertise, comprehensive knowledge of popular risk systems and tools, and flexible service model make CRISIL an invaluable partner for asset managers and fund providers of all sizes and types.

 

 

Solution Components

Performance Attribution

  • Return Attribution
    • Analyze return-based attribution and holdings-based attribution by building attribution model for asset allocation, stock selection and interaction
  • Fixed Income Attribution
    • Analyse returns due to Yield curve movements and credit/spread bets in fixed-income portfolios
  • Risk-Based Performance Attribution
    • Portfolio performance decomposition based on various risk factors

Stress Testing

  • Historical Scenarios
    • Equity Rally & Equity Sell off
    • Bond Rally and Bond Sell off
    • Tech Wreck
    • Lehman Crisis
  • Predictive Scenarios
    • Black Monday
    • Asian Crisis
    • Gulf War
    • China Crisis
    • Eurozone Break up
    • COVID-19 scenario

Risk Analysis

  • Benchmarking Analysis
  • Multi-Factor Risk Analysis
    • Using third-party factor models like Axioma, Barra, or Developing in-house factor models like Fama-French (three/four factor) or Fama-French Carhat model

Sensitivity Analysis

  • Interest Rate
  • FX Rates
  • Credit
  • Inflation and Macroeconomic Factors

Statistical Analysis

  • Fund performance (Alpha, beta) based on regression analysis
  • Value at Risk (VaR): Monte-Carlo or Parametric
  • Volatility modeling based on time series models, ARCH, GARCH, Stress Testing

 

 

CRISIL EDGE

 

 

Case Studies

Questions

 

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