Fund Research & Marketing

CRISIL is the research partner of choice to asset managers, private bankers, insurance firms, pension funds, alternative managers and other investors.

 

These firms and institutions rely on CRISIL for research, analytics and insights on their most critical investment and business decisions. Clients employ our solutions in core functions such as fund research, risk and compliance, and sales and marketing.

 

CRISIL's support helps our clients:

  • Differentiate their funds and create a sustainable competitive advantage;
  • Identify alternate sources of alpha amid competition from passive products;
  • Meet rising client expectations and fend off competition from new digitally enhanced entrants;
  • Balance between optimising portfolio yield and managing portfolio risks to safeguard investments.

 

Monitor performance volatility among individual funds and strategies that can neutralize alpha and lead to underperformance.

 

Solution Components

Fund Research & Marketing

  • Fund Sourcing / Pre-selection Support
  • Quantitative Due Diligence
  • Qualitative Due Diligence
  • Model Portfolio Construction
  • Ongoing Monitoring

Risk & Compliance

  • Fund Factsheets
  • Market Commentaries
  • Performance Attribution Reports
  • Compliance Documentation

Sales & Marketing Support

  • Client Servicing
  • Marketing Collateral Development
  • White Papers & Thought Leadership
  • Digital Content Repository Management 
  • Content Publishing

 

 

CRISIL EDGE

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Looking for high-end research and risk services? Reach out to us at:

 

United States
1-855-595-2100/
+1 646 292 3520

 

United Kingdom
+44 (0) 870 333 6336

 

 

India
+91 22 33 42 3000 /
+91 22 61 72 3000