Customised Services

A pioneer in disseminating capital markets data with 20+ years of experience in serving the Indian BFSI sector with research, analytics, and solutions, the MFI Insurance explorer is a desktop-based analytical tool for ULIP and Pension Funds that today covers 20+ insurance companies and is used by the biggest names in the insurance industry.

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ICRA Analytics has over 14+ years of experience in valuation of debt securities and structured products

Factsheet

ICRA Analytics assists insurance companies in producing factsheets and other deliverables required for compliance reporting. All necessary data (portfolio details and quantitative data) and logic are provided by the AMC, which are then integrated into our in-house automated system. The final output, as mandated by the client, undergoes a maker-checker process to ensure accuracy and consistency before delivery.

Product Notes

ICRA Analytics also assists insurance companies in creating customised product notes with a quick turnaround time. All required data (portfolio details and quantitative data) and logic are provided by the client, which is then processed in IAL's automated system. The final output undergoes a maker-checker process to ensure data accuracy and consistency.

Newsletters

Newsletters are auto-generated reports containing content, graphs, and charts. These updates cover global and domestic capital, currency, and commodity markets. Reports are available on a daily, weekly, fortnightly, monthly, or quarterly basis, supporting brand building, customer engagement, and investor education.

Performance Reports

A Performance Report or Scorecard is a report card showcasing a fund's performance relative to the benchmark index and peers as specified by clients in the insurance segment. The parameters considered include statistical ratios, asset allocation, credit quality, instrument allocation, sector concentration, portfolio quants, top companies and sectors, fund manager names, AUM, NAV, load structure, expense ratio, and more. ICRA Analytics develops scorecards across various frequencies, which are delivered to clients’ mailboxes according to the defined frequency.

Data Feeds

Data feeds are used by clients to populate their own databases, host on portals, or for internal reporting and MIS purposes. These feeds contain data from ICRA Analytics' proprietary database, including metrics such as NAV, dividends, fund manager names, AUM, load structure, expense ratio, scheme details, and more.

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