CASE STUDIES
August 10, 2021
The South Carolina Retirement System Investment Commission (RSIC) invests and manages the assets of the state’s five separately defined benefit plans. The investments of RSIC span multiple asset classes and sub-asset classes.
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Earlier this year, RSIC underwent a review and analysis of their policy portfolio and relevant benchmarks, supported by their investment consultant. The objective was to simplify their policy portfolio, which could then serve as a more straightforward way to analyze and measure investment decisions.
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In this case study, learn how RSIC relies on Burgiss’ All Private Equity Benchmark to evaluate asset allocation and manager selection decisions.
March 9, 2021
Private equity is a notoriously opaque asset class, making it challenging for investors with multi-asset portfolios to have a comprehensive view of their investments and underlying holdings. The lack of standardization also makes data aggregation and reporting time-consuming and resource-intensive.
With private assets growing in importance over the last decade, it is not surprising to see private equity becoming a significant portion of an institutional investor's allocation to alternative investments. A large Asian asset owner needed a solution that would enable its investment and risk teams to better analyze and understand the underlying country exposures or sector risks across its private equity investments, as well as its multi-asset class portfolio. The investor also wanted to reduce the operational risks associated with its existing data aggregation and reporting processes.
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Read our case study to learn how this Asian asset owner relies on Burgiss Transparency Data in combination with FactSet’s Portfolio Analytics to gain an integrated view of the risks across its public equity and fixed income and private equity portfolios, and streamline workflows to improve the timeliness and accuracy of its risk analysis and reporting.
February 26, 2021
Regulatory scrutiny of pension funds’ allocations to less liquid, alternative investments is on the rise. Last year, the Danish FSA (Finanstilsynet) announced plans to investigate its pension sector’s valuation of alternative investments.
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Similarly, the Solvency II Directive has also added regulatory scrutiny on the European insurance and pension industry. Solvency II reporting involves complex calculations that are made more difficult since data for private capital investments comes from various sources, resulting in inconsistencies. Pension funds and insurers need access to complete, accurate data to monitor and aggregate risks and to fulfill various requirements under the Directive.
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Read our case study to learn how Ulrik Eltang Høgh, Chief Risk Officer at Lægernes Pension & Bank, and his team leverage Burgiss’ data to perform Solvency II calculations, analysis, and reporting.