CRISIL team works as an extension of the client’s own team across research, quant, data analytics, sustainability, and middle office workflows

US-based asset manager (AuM $700 billion)

Key requirement
 

• Maintaining lean structure without compromising on talent quality
  

Engagement highlights

• Scalable FTE-based model
• Access to globally distributed team across India, China, Poland, Argentina, and Colombia
• Institutional best practices for research as well as project management
• Specialized talent sourcing 
  

CRISIL GR&RS key workstreams

Fixed income, private markets and equity research
 

• New issuances/coverage, financial modelling, identifying investment thesis, investment committee reviews, earnings support, local market flavor, field visits, analyst/industry expert interactions, and private debt deal support
  

Quant, macro research and data analytics
 

• Portfolio analytics, statistical models, back-testing, NLP for new factors, domain-led tech support for traditional and alt data research, Data engineering, and Data quality
  

Responsible investing
 

• ESG scoring frameworks and commentaries; ESG due diligence/controversy assessment, and active engagement with investee companies
  

Sales and marketing, RFP, and domain-led operations
 

• RFIs/DDQs, fund analytics and marketing material, fund commentaries, automation-driven efficiencies within CFO workstreams such as expense processing and reconciliation
  

CRISIL impact

Benefits to the client

• Increased coverage per analyst by 1.75x while maintaining cost efficiencies
• Highly integrated into the investment process
• Local market knowledge and language capability given geographically diverse team
• Quick ramp-up on key initiatives such as sustainable investing and CLO
• Brought efficiencies through process automation for the CFO workstream
  

Questions

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