Traditional Asset Managers

Crisil Integral IQ helps asset managers deliver better investment performance by enhancing your in-house research teams across various asset classes, strategies/styles, sectors, and geographies. We leverage our domain and sector expertise, multi-lingual talent, and on ground presence, to deliver nuanced insights. We also help you leverage advanced data analytics and integrate ESG factors into your investment decisions. Additionally, our solutions in portfolio construction, monitoring, risk management, and credit monitoring drive superior portfolio performance, enhance asset retention and growth, and effectively mitigate risks.

Crisil Integral IQ also helps asset managers enhance 'Operational Alpha' by improving agility of your operations and distribution functions, improving data integrity and robustness across industry platforms, and reducing operational and reputation risks through process transformation.

With flexible and scalable operating models, such as bespoke projects, FTE, and pooled resources, Crisil aligns with asset managers' strategic goals to ensure they remain competitive, regulatory-compliant, and able to efficiently manage operations while generating actionable alpha.

60+

Work with 60+ traditional asset managers across the investment lifecycle and varied asset classes

10

Strategic partner for more than 10 asset managers managing more than $500bn in assets

40-50%

Track record of delivering 40 - 50% operational efficiency through process optimization and automation

Our solution components

Investment Research & Portfolio Management

Strategic partner for asset managers, driving portfolio alpha across asset classes

Learn more about Portfolio Management and Research

Learn more about Hedge Fund Solutions

Pre-deal & Portfolio Management - Private Markets

Augmenting value chain across pre-deal and post-deal for private equity, private credit, and real assets.

Learn more about Private Equity Solutions

Learn more about Private Debt Solutions

Asset Servicing & Operations

Improve efficiencies for achieving ‘operational alpha’ across investment lifecycle

Marketing & Distribution

Accelerate client acquisition and thought leadership, through data-driven marketing

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Fund Finance

Solutions across the entire spectrum of business management and operations across private Markets

Sustainability

Sustainability is no longer just about managing risk; it's a fundamental shift towards value creation and reshaping the business landscape.

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Counterparty Credit Assessments

Enabling swifter decisions with adept credit assessments

Our choice of off-the-shelf and tailored credit risk solutions including sound policies and process advisory, underwriting and credit memos lead to improved lending practices and superior credit risk management

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Data Analytics & AI

Data Analytics is vital for financial institutions to leverage the vast number of data points and diverse data sources, in order to identify trends, assess risks and make data driven strategic decisions in a competitive environment.

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Crisil Advantage

Deep domain
expertise

Global talent pool with expertise across asset classes, products, platforms & regulations

Tailored solutions, peer benchmarking and thought leadership for driving better end-outcomes

Scalability and operational leverage

High-caliber teams designed for growth and quick ramp-up

Accountability of outcomes, ownership of complex projects

Process innovation and transformation

Efficiency pass-backs through operational re-engineering and automation

Digitalization of processes through implementation of industry tools

The problems we solve

Research

Strategic partner for a large institutional asset manager

Case Studies

SME-led value-add across asset classes and workflows

Portfolio research and operations partner for a global asset manager

Case Studies

Driving operational alpha across front, middle, and back-office workflows

Equity research support for a European asset manager

Case Studies

Maximize portfolio alpha by expanding in-house research team

Turning scattered market
data into meaningful
business insights

Mutual fund case