Hedge funds always seek a lean and highly efficient operating structure that strikes a balance between maximization of portfolio returns and operational profitability in a dynamic market hunting for higher risk-adjusted returns.
Having a deep understanding of the long-term priorities and modus operandi of hedge funds, CRISIL operates as a consultative partner providing bespoke support.
We work as an extension of the internal teams at hedge funds, covering functions ranging from investment research lifecycle to fund operations and portfolio reporting.
We provide customized support and output to each client for their exclusive use, enabling them to drive their proprietary investment research and operational processes at scale.
Several hedge funds, ranging from small to medium to some of the world’s largest, have realized tangible benefits by leveraging us to achieve:
Research excellence
Optimized decision-making
Sustained operational excellence
Strengthened risk assessment
Solution Components
Investment Solutions - Research Insights
Idea generation and security screening
Modeling and valuation
Due diligence in alternate data integration
Earnings support
Investment notes
Ad hoc research
Investment Solutions - Portfolio Analytics
Portfolio construction/asset allocation support
Scenario and stress testing
Performance and risk analytics
Mid/Back-office Ops - Trade Management
Trade lifecycle support
P&L production and attribution
Trade validation and hedges
Dispute management
Margin and collateral management
Corporate action lifecycle management
Mid/Back-office Ops - Fund Administration
NAV and portfolio calculations
Shadow accounting
Reconciliation
Periodic valuation
Cash flow management support
Mid/Back-office Ops - Monitoring and Reporting
Performance and risk attribution
Dashboarding
Investor and regulatory reporting
Compliance - limit monitoring
Fund of Hedge Funds Support
Manager selection
Due diligence support - investment, operational and financial
