Past Webinar | Private i Platform Q1 2022 Enhancement Overview

April 21, 2022

This webinar occurred on April 21, 2022, and is for Burgiss clients only. If you would like to review the recording, please contact your Relationship Manager or Support.

This is an overview of the new product and data features that were released within the Private i Platform during Q1 2022.

This webinar covers:

• Updates to the Carbon Footprinting of Private Equity and Debt Funds dataset, including the addition of the Company Carbon Emissions field and the expansion of the dataset to 47,000 companies.

• Additional Burgiss Managed pacing models that include more models by asset class and market focus, as well as new models based on the Q3 2021 Burgiss Manager Universe (BMU) update.

• Updates to Configurable Dashboards, including additional grouping options and the ability to set any configurable dashboard as a favorite.

• Updates associated with the Burgiss Private Capital Classification System (PCCS), including the addition of asset classes, the ability to map PCCS values to Client Managed values, and the display of the Geography taxonomy for entities.

• A new parameter called "Exclude Realizations Prior to Investment Closing Date," which can be found within holdings-based dashboards and applicable holdings reports and structured exports.

• New pooled ranking functions within the Burgiss Excel Add-in to rank the performance of a portfolio(s) or group of investments relative to the performance of similar simulated portfolios from the BMU.

• Other enhancements to the Burgiss Excel Add-in, including additional filtering options within holdings-based functions.