Regulated Fund Automation

Crisil Global Research and Risk Solutions partners with global financial institutions to automate NAV monitoring and the extraction of rating scorecard inputs for 'regulated funds' - portfolios characterized by near-zero defaults and high volumes.

Our Regulated Fund Automation Solutions, developed in close collaboration among our data science, technology and credit risk experts, help global banks and broker dealers achieve operational efficiencies and deliver the following benefits:

• Better Risk Management: Strengthen risk management and demonstrate thought leadership to regulators. Ensure the entire portfolio is brought under the formal ratings and surveillance processes (eliminate auto-pass process for low ticket size).
• Stronger Revenue Growth: Expanded on-boarding and credit review capacity translates to market share expansion, stronger client relationships, and agility in transaction pricing.
• More Productive Credit Officers: Eliminate the need to read lengthy prospectuses and re-direct time and resources to decision-making judgement calls, thereby boosting employee morale and productivity by 40-50%.

Solution Components

• Automated Tracking of NAVs
• Automation of Ratings Drivers Sourcing and Draft Credit Ratings Calculation
• Customized Implementation and Deployment

Crisil EDGE

Questions

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