European based Asset Manager (AuM: $25bn)

Key requirement
 

• Coverage expansion in specific sectors and geographies
• Track portfolio stocks and identify new investment opportunities
  

Challenge faced by onshore team

• Limited bandwidth of onshore research team
  

CRISIL solution

• Dedicated FTE model with access to sectoral SMEs for ownership of research coverage 
  

Scope of Work

End-to-end research support
 

• Investment thesis, industry analysis, sell-side meetings, company IR meetings, key risks analysis etc. leading to stock recommendations
• Primary research support through channel checks
• Bridge gaps in research and provide nuanced market insights on sectors and companies covered
  

Portfolio monitoring
 

• End-to-end coverage maintenance and model updates
• Earnings support and event-driven analysis
• Participate in conferences and corporate events

CRISIL Impact

Benefits to the client

• Volume of research notes and stock ideas increased by 2x
• Highly integrated into the investment process
• High ownership of research output, allowing PMs/analysts to focus on market interactions
• Access to dedicated sector specialists 
  

Questions

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