Pooled Ranking Added to the Private i Platform Excel Add-in

With the latest Private i Platform Excel Add-in update, Portfolio Management users can now utilize the pooled ranking functions to gauge the performance of their portfolio(s) or a group of investments by ranking it relative to the performance of similar simulated portfolios from the Burgiss Manager Universe. This new methodology, which powers the pooled ranking functions, is based on the Proposed Methodology section within the Burgiss Applied Research working paper How to Benchmark Private Capital and How Not to, as well as the Constructing a Benchmark: The Good, the Ugly, and the Bad webinar. The pooled ranking functions available in the Private i Platform Excel Add-in are:

• BurgissCalcPooledRankingIRR

• BurgissCalcPooledRankingTWRR

• BurgissCalcPooledRankingDPI

• BurgissCalcPooledRankingRVPI

• BurgissCalcPooledRankingTVPI

Note: Users must download and install the latest version of the Private i Platform Excel Add-in to use the new functions.

As always, please contact Client Services or your relationship manager with any questions.

Utilizing Pooled Ranking Functions in the Private i Platform Excel Add-in