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Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • End To End Platform Testing
  • Migration
  • Private Markets
  • SRTs
  • Structured Products
  • Synthetic Risk Transfers
  • Synthetic Securitization
September 03, 2025 Content Type Case study

Achieved 30-40% efficiency gain in migration of ~50 SRT investments to a cloud-based platform for a top alternative-asset manager

September 03, 2025 Content Type Case study

Background

  • A US-based hedge fund was looking to implement a cloud-based platform for monitoring and valuation of ~50 significant risk transfer (SRT) investments
  • The process involved a comprehensive review of the data management platform to identify features and capabilities required to monitor SRT investments as well as to support modifications to yield analysis framework in the platform to accommodate SRT valuations

Crisil Integral IQ solution

  • Project management: Planned timelines, milestones and resource allocation, and outlined dependencies and risks
  • Customisation and configuration: Assisted the platform’s tech team to upgrade/ modify features tailored to the needs to onboard SRT investments for monitoring and valuations
  • Quality management: Conducted thorough testing and quality assurance to ensure the platform functions as intended, identifying and resolving any issues or discrepancies
  • Data migration and integration: Migrated SRTs historical portfolio monitoring and valuation data, while ensuring data integrity and accuracy
  • Change management: Created detailed user manuals, standard operating procedures (SOPs) and checklists, and provided training to the client team along with ongoing support and guidance on the platform

Client impact

  • ~50 SRTs fully migrated, including historical portfolio monitoring and valuation datasets
  • 30-40% efficiency gain in migration because of our expertise in the platform and deep understanding of SRTs as an asset class
  • Executed full migration in a single quarter, meeting aggressive timelines
  • 0% onshore bandwidth used in the migration
  • Identified ~25 custom fields to be developed in the platform to enhance SRT portfolio monitoring capabilities
  • Performed end-to-end testing to validate platform compatibility for portfolio monitoring and valuations of all SRT investments
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