Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
August 26, 2025
Case study
Case study
1.75x Analyst coverage boost for $750B asset manager via SME-led model
August 26, 2025
Case study
Case study
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About the client
US-based asset manager (~$750B AUM) seeking scale with a lean talent model.
Client challenges
- Need to scale investment support withoutexpanding headcount
- High-quality talent requirement across assetclasses and regions
- Limited bandwidth for strategic initiatives likeESG and product innovation
- Fragmented workflows across front and middleoffice functions
- Complex data needs spanning analytics, research and engineering
Our solution
- Enabled scalable, SME-led FTE model acrossfive global
locations
- Supported fixed income, equities, and privatemarkets through
research and modeling
- Conducted thesis building, IC reviews, earnings support,
field visits, and expert calls
- Delivered quant/macro insights using NLP, back-testing, and
statistical modeling
- Enabled data engineering, alternative dataresearch, and
portfolio analytics automation
- Provided ESG scoring, due diligence, andengagement for
responsible investing focus
- Delivered surge coverage for sustainabilityand CLO product
launch initiatives
Impact and results
1.75x analyst coverage
Higher output with lean investment team
Automation
Improved speed andconsistency across workflows
Localized insights
Market knowledge fromChina, LATAM, and Poland
