Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

Investment Research and Portfolio Management (Public Markets)

 

 

A strategic partner for investment managers, delivering bespoke solutions across asset classes to drive portfolio alpha

We offer tailored solutions to chief investment officers and portfolio managers, allowing them to sharpen their nuanced research and portfolio strategies with precision and efficiency, at the scale they need.

Asset classes covered include equities, fixed income and multi-asset across fundamental and quantitative research.

Our deep domain expertise across asset classes helps generate differentiated investment ideas while ensuring timely exit. Our proprietary platforms and accelerators help streamline processes and generate operational efficiencies.

We are partners to the world’s largest asset managers, alternative investment firms, asset owners and family offices, helping them make better decisions, enhance returns, minimise risk, grow assets under management and increased focus on investor facing activities.

 

 

 

 

Why choose us

 

 

 

Identify undervalued opportunities; recommendation for timely exit aimed at generating alpha

Make informed investment decisions during peak market activity and bridge research coverage gaps with our domain expertise and high ownership of research output

Optimise and enhance portfolio management, risk monitoring, reporting and compliance with regulatory requirements

 

 

 

10+

Asset managers with AUM of more than $500 billion

20+

Years of investment and quantitative research experience

3.5K

Stocks evaluated with 1100+ thematic research publications

 

 

 

 

Our solution components

 

 

Investment idea generation

  • Comprehensive PM support, in-depth sector and company research, security valuation and presentation of investment recommendations to the investment committee, enabling informed decision-making
  • Top-down and bottom-up analyses to identify high-conviction investment ideas, uncover hidden opportunities, and drive informed equity and credit recommendations
  • Develop screeners to identify attractive opportunities, focusing on undervalued or mispriced securities to generate alpha

Evaluating investment themes and sectors

  • Conduct thematic research to identify and evaluate key trends across sectors
  • In-depth industry analysis to assess sector attractiveness, competitive landscape and industry structure, while highlighting potential risks to support informed investment decisions
  • Evaluate sector exposure to macroeconomic factors and analyse industry-specific risks like supply-chain disruptions, regulatory changes and technological obsolescence

Deep-dive analysis

  • In-depth research on underlying drivers, trends and market dynamics for companies/ sectors; prepare investment notes highlighting key theses and debates
  • Provide new issuance support, including fundamental research, valuation and covenant/ term sheet analysis; support across sub-asset classes (IG, HY, DD, PD, etc.)
  • Boots on the ground in key emerging markets facilitating channel checks and nuanced market insights

Coverage maintenance

  • End-to-end monitoring of portfolio coverage across equities and credits, including result updates and event-driven analysis
  • Periodic updates to credit profiles and tear sheets
  • Broker research synthesis to identify trends, market sentiment and sector performance

Company valuation

  • Detailed financial modelling with operational drivers, forecasting, peer comparison, security valuation and sensitivity analysis to arrive at key assumptions
  • Build comprehensive cash flow models with focus on downside risk
  • Perform capital structure analysis, credit scorecard development and debt recovery/ covenant analysis

Portfolio risk optimisation

  • Portfolio construction and optimisation - quant screeners, multi-factor modelling, back-testing, research paper modelling
  • Portfolio monitoring - attribution analysis, scenario analysis, peer comparison, reporting, dashboards
  • Risk management - vendor data management, risk identification, risk analytics, custom risk dashboards, proactive monitoring

 

 

 

 

Who we serve

Traditional asset managers






Insurers, pension, sovereign funds and endowments



Hedge funds
 





 

 

 

 

 

 

 

achieve-success

Discover why the world's most prestigious
global and regional financial institutions
chose us as their strategic partner