Objective

• To streamline the daily risk monitoring process in order to support more funds on the fund platform
• To develop a model to assess risk profile of new funds according to UCITS regulations
  

CRISIL's solution

• CRISIL team identified and implemented a process to monitor the daily risks faced by funds that would require to adhere to UCITS regulations
• Developed in-house risk monitoring tool -  UMT(UCITS Monitoring Tool)
• Built models to assess the risk profiles of new funds -  tested them for VAR and various scenarios
• Created a centralized database for all investor queries on various funds, this database enabled  archiving and retrieving data using automated tools
  

Client impact

• Client could launch 15 new funds in six months with new strategies
• Smooth risk management for a huge AUM of $8 Billion
• Efficient daily monitoring process saved time and  turnaround time for handling risk queries
  

Questions

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