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.
 

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Questions?

  • Reach out to us at:

    India : +91 22 4047 2546
    U.S.  : +1 855 595 2100 / +1 646 292 3520
    U.K.  : 080 003 14200 / +44 870 333 6336