Achieved ~40% operational efficiency through a tailored performance attribution framework

A mid-sized Europe-based global asset manager seeking to enhance performance reporting and attribution to meet growing investor demands

• Frequent investor queries required real-time access to granular performance data
• Data was spread across multiple systems, requiring manual collation and validation
• Query responses were time-consuming and error-prone, especially when handling multiple requests simultaneously
• No centralized system to manage query handling, slowing down turnaround times and increasing operational strain on analysts

Crisil team enabled an automated, end-to-end performance attribution framework that included:

• A centralized ‘Query Master’ file housing all key performance data, updated frequently, and validated automatically
• Developed a query-driven interface allowing analysts to input investor questions and received structured outputs with minimal effort
• Automated logic to organize, format, and validate data from the master file based on the nature of each query
• Single-click document generation for client-ready responses instantly
• A scalable system designed to handle multiple queries in parallel, significantly improving workflow efficiency

• ~40%
  Reduction in manual effort
  
  
• Real-time attribution 
  By risk driver triggered at the command level
  
  
• 50-60%
  Faster turnaround time

Crisil Integral IQ delivers solutions and actionable intelligence to top financial institutions, driving strategic transformation, risk optimization, and operational excellence. Our offerings across research, risk, lending, analytics and operations have empowered clients to navigate complex markets, mitigate risks and unlock new opportunities. Our domain expertise, innovative solutions, future-ready technologies such as AI and data science give clients the confidence to accelerate growth and achieve sustainable competitive advantage. Our globally diverse workforce operates in the Americas, Asia-Pacific, Europe, Australia and the Middle East.