Case Studies

 

BI for Asset Managers

Qualitative research scheme

Client

Leading Asset Management Company with a large investor base and diverse asset classes

Due diligence

Challenge

Mirroring critical transactional and investor data available with the transfer agent on a daily basis. Implementing a framework for better analyzing sales performance, channel and distributor performance; Investor analytics including acquisition efficiency, profitability and up-sell potential

Due diligence

Approach

Creation of a comprehensive data warehouse containing all transactional and master data elements including data from fund accountants, transfer agent and CRM

Due diligence

Benefit

Independent access of information reducing dependence on the transfer agent

Questions?

  • For any risk solutions related queries, please contact:
    +91 22 3342 8266
    risksolutions@crisil.com