Fund House Ratings
Our Fund House Ratings provide CRISIL's current opinion on the level of process quality and risk management capability in fund management practices followed by a fund house. It is a combination of qualitative and quantitative factors. The parameters cover all the critical areas of operation of a mutual fund.
The Fund House Ratings focusses on:
- Quality of management
- Financial strength
- Operational practices
- Investment processes
- Risk management systems
- Client servicing
- Disclosure practices
Benefits of Fund House Ratings
For Investors
- Provides confidence to investors for decision making
- Helps investors focus on service quality, disclosure practices, and innovation as
key differentiators in an increasingly competitive fund industry - Provides investors with qualitative
inputs in conjunction with quantitative rating/ranking products to select appropriate investment managers
and fund products
For Distributors and Advisors
- Acts as a significant tool in marketing
fund products
For Fund Houses
- Provides independent feedback to the management of the fund house about its strengths and weaknesses
- Allows the fund house to identify best practices in industry, and to benchmark itself against peers
- Provides assurance to trustees and owners of the fund house about the strength of internal policies, processes, and controls