BURGISS PRIVATE CAPITAL INDEXES

Burgiss Private Capital Indexes provide asset owners, asset managers, and General Partners with the most accurate insights into private capital returns, enabling unrivaled benchmarking of private capital funds and portfolios.

The 132 distinct indexes cover private equity (including Buyout and Venture Capital), private debt, and private real assets, both globally and by region. They are calculated using cash flow and valuation data sourced solely from Limited Partners for over 12,000 private capital funds, with over $9 trillion in committed capital. These indexes represent the most comprehensive, unbiased, and net-of-fee private capital returns available anywhere.

Burgiss Private Capital Indexes can be accessed via the Burgiss Private i® Platform and the Caissa Platform, as well as through third-party partner solutions including FactSet and BNY Mellon.

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Data Source

Burgiss Private Capital Indexes are calculated from the Burgiss Manager Universe (BMU), which is a best-in-class universe dataset that provides global investors with research-quality performance and behavioral data of unrivaled scope and depth for private capital funds, funds of funds, and their holdings, dating back to 1978. Sourced from institutional investors around the world, the BMU represents the full spectrum of private capital strategies, including private equity, private debt, infrastructure, real assets, and real estate.

Burgiss Private Capital Indexes utilize the Burgiss Private Capital Classification System (PCCS) in order to further enrich transaction data. The PCCS is the set of taxonomies used to classify private capital across all levels of investing, including funds, their underlying holdings, and direct investments. Its goal is to help bring more transparency, standardization, and precision to the classification process.

Index Methodology

Quarterly returns for the Burgiss Private Capital Indexes are calculated by the Modified Dietz methodology, using the cash flow and valuation histories of the underlying funds in the BMU dataset. All transaction data is sourced in the local currency of the fund with daily precision. All non-USD transactions are converted using the appropriate spot rates sourced from the Federal Reserve Bank of New York.

To learn more about Burgiss’ data and services, please contact sales@burgiss.com.