Investment Research

CRISIL is the largest provider of bespoke investment research support to the financial services industry. Our research products and services span equities, fixed income, quant, and investment strategy. Our clients include 15 of the top 20 global investment banks, 20 regional banks and independent research providers, and scores of global and regional buy-side firms, including private equity firms, hedge funds and asset management companies.

CRISIL's research solutions help these clients:

Grow sell-side wallet-share by delivering differentiated research;
Augment buy-side capabilities amid significant budget rationalisation;
Address concerns over research gaps and coverage drop after unbundling;
Enhance research quality by integrating ESG and data-enabled research.

CRISIL's research solutions are playing a key role in buy-side and sell-side strategies to realign their business models amid sweeping changes caused by MIFID II and other regulations, digitization and other technological innovation, and the continued growth of passive investing.

Solution Components

Equity Research

Financial Modelling
Thematic Research
Initiation Report
Industry Primers
Earnings Update & Event-driven Analysis
Idea Generation
Soft / Peripheral Coverage
Primary Research & Channel Check
Database Management
Proprietary Valuation

Fixed Income & Credit Research

Research Support across sub-Asset Classes
- Investment Grade
- High Yield
- Leveraged Loan
- Distressed Debt
- Private Debt
- Munis
Issuer and Sector-level Analysis
Trade Idea Generation
Initiation and Thematic Reports
Covenant Analysis
Capital Structure Analysis
Financial Modelling
Earnings / Corporate Action Analysis
Credit Profile / Tear Sheet
Database Management
Credit scorecard development

Sovereign, Rates, FX and Commodity Research

Econometric & PCA Modelling
Trade Signal/Trade Idea Structuring
Macro Trend Analysis
Market Monitor
Trade Performance Tracker
Auction previews

Strategy Research

Thematic & Equity Strategy Research across Developed and Emerging Markets
Sector/Country relative analysis
Securities Screening
Regional Scorecard and Chart Book
Customized Product Solution
Investment Idea Generation

Economics Research

Econometric Modelling
Sovereign Debt, Economic and Political Developments Analysis
Central Bank Policy Analysis
Dashboard and Economic Calendar
Country Risk Monitor
Economic Data Commentary
Thematic Research

Quantitative Research

Back-Testing / Volatility / Factor Modeling
Risk Decomposition and Factor Correlations Study
Evaluating Academic Papers
Usage of Data Science for Quant Strategies
Macro & Theme-Based Research
Cross-Asset Strategy Analysis
Portfolio Construction based on Target Strategies
Liability Driven Investing

Structured Finance

Deal, Programme and Sector-level Performance Analysis
Loan-Level Data Analysis
Economy and Market Monitor
Covenant Analysis
Thematic Research
Regulatory Development Tracking
Research Support across ABS/RMBS/CMBS/ Covered Bonds/CLO
Price validation

Index ETF Support

Index Construction / Re-balancing
Universe Screening
Data Validation
Thematic Research

Risk Modelling

Credit Risk Modelling
Model Risk Management
Portfolio Risk Management

CRISIL EDGE

Global footprint with multi-language support spanning various geographies and time zones

Almost two decades experience supporting clients across the financial research chain

High-quality global talent pool enables "best-fit" staffing

Scalable and flexible operating models customized to client requirements

Deep domain expertise across asset classes generates differentiated research ideas