Active Asset Management
We help Asset Managers in overcoming challenges like alpha generation, fee pressure, emerging gaps in research coverage and increased regulatory requirements.
Our research services are enhanced through analytics on structured and unstructured data; services include data management and visualization, advanced analytics using NLP, machine learning.
Our services include:
Equity
research
Build and maintain financial models, conduct primary research, provide live
earnings updates etc.
Fixed income and credit research
Support for financial institutions, municipalities, sovereign credit and varied debt portfolios
Economic
research
Maintain economic databases and dashboards, perform indexation and econometric modeling etc.
Quantitative
research
Backtest and forecast using quantitative models
Sales & marketing support
Support for AMCs’ investor communication and marketing teams; digital marketing and analytics support, performance and behavior prediction modeling.
Risk
management
Services include portfolio scenario analysis, risk modeling etc.
Operations and compliance
Support fund reconciliation and reporting, NAV computation, management information system etc.
Automation
tools
Develop tools to aid decision-making process
Hedge Fund
We help Asset Managers meet challenges such as alpha generation, fee pressure, emerging gaps in research coverage, and increased regulatory requirements. Our solutions include providing research, aiding clients' expansion into emerging markets, and helping them meet compliance requirements.
Our research services are enhanced through analytics on structured and unstructured data; services include data management and visualization, advanced analytics using NLP, machine learning.
The services we offer
Equity
research
Build and maintain financial models, conduct primary research, provide live earnings updates etc.
Fixed income and
credit research
Support portfolio managers in
sovereign, municipal, high-yield, investment-grade, leveraged loans
and distressed debt research, and structured finance.
Sales and
marketing
Provide support to marketing teams of hedge funds in preparing customised marketing presentations and periodic performance reports.
Operations and risk management
Combine technological and analytical skills to provide solutions for data management, reporting and analytics.
Automation
tools
Developed customised tools to match requirements of hedge fund managers.
Private Equity
Crisil GR&A has strong expertise in serving private equity (PE) clients. We support two of the top 10 global PE firms with our strong understanding of PE research and investment processes. Our team has proven expertise in local markets, with strong expertise in over 30 industries.
Our services include:
Identifying and evaluating targets
Assist in market and competitor
mapping, defining and positioning
target market segments and channels; tapping digital and unstructured data sources.
Deal
execution
Provide financial modeling and
valuation support to assist in deal execution.
Portfolio
management
Provide support on tracking budgeted versus actual performance through standardised tools and enhance operating performance using analytics driven insights.
Investor
communication
Prepare pitch books detailing the main attributes of the company and preparing impactful presentations for client meetings and road shows.
Operations and risk management
Combine technological and analytical skills to provide solutions for data management, reporting, and analytics.
Passive Asset Management
We help asset managers in improving their Sharpe ratios, differentiating their products, and managing any workflow spike. Our solution includes providing support in factor validation, quant support for increased idea generation through different quant modelling techniques, index research, market outreach support, and customised maintenance support. We enable asset managers to focus on discovering new factors influencing the portfolio by freeing up their time from validation work.
Our index research enables clients to have differentiated benchmark selection by providing in-depth macro and market analysis. Our market outreach support provides asset managers with off-the-shelf tools for providing insights on client needs and competitor products. We support asset managers in efficient portfolio rebalancing by improving data reliability and identifying exceptions through monitoring corporate actions. We help portfolio teams to focus on strategic, market-oriented. Crisil GR&A supports passive asset managers in research and strategy, quant analytics, construction and maintenance of indices, sales and marketing operations, and risk and reporting services.
Our services include:
Research and
strategy
We provide support on cross-asset strategy analysis, macro- and theme-based research, and competitor and product intelligence.
Quantitative
Analytics
Our quant support includes benchmark selection and analysis, quant-based index modelling, factor selection and validation, backtesting and risk analysis, multi-factor correlation, and regression analysis.
Index construction and maintenance
Our offerings include preparing ETF and custom index tracker rulebooks, rebalancing and constituents' reallocation services, tracking error monitoring, and supporting in investigations, event-based exception reporting and NAV calculation.
Sales and
Marketing
We help asset managers in market outreach activities by providing support
in fund marketing presentations, writing thought leadership articles, and providing insights on client requirements.
Operations and risk management
Our services include preparing factsheets and performance reports, writing market commentaries, preparing performance attribution reports, and handling compliance reporting and documentation.
Wealth Management
Crisil GR&A helps wealth managers generate alpha, increase assets under management and optimise costs. We provide differentiated macro and theme-based analysis, along with recommendations on active cross-asset and geographic allocation.
Services we provide
Research and
strategy
Support in asset allocation and strategy research through top-down and macro analysis, generating new ideas through cross-asset strategy. We also support in creating model portfolios based on discretionary and advisory mandates.
Risk profiling and client solutions
Assist in developing solutions for ultra-high-net-worth clients, including wealth planning, insurance, and tax minimisation.
Sales and
marketing
Support marketing teams with customised analytics impact marketing content.and content such as, predictive model building, presentations and illustrations using various graphic design tools for quickly preparing high-impact marketing content.
Operations and risk management
Provide customised daily and weekly reporting processes to mitigate risk and process information.
Get a dose of insights from our experts!