Past Webinar | Advanced Techniques: Pooled Ranking in the Burgiss Excel Add-in

April 28, 2022

This webinar occurred on April 28, 2022, and is for Burgiss clients only. If you would like to review the recording, please contact your Relationship Manager or Support.

This session is designed for intermediate users of the Excel Add-in who have a basic understanding of Burgiss peer group functionality within Portfolio Management.

Learn how to:

• Leverage the formulas available in the Burgiss Excel Add-in to gauge the performance of a portfolio(s) or a group of investments by ranking it relative to the performance of similar simulated portfolios from the Burgiss Manager Universe (BMU).

• Utilize the available pooled ranking functions to compare performance metrics for a portfolio(s) or group of investments against similar funds from the BMU and calculate the rank or a requested percentile.

• Understand the underlying calculation methodology that is used to power the pooled ranking measures and how it relates to pooled benchmarking.