Burgiss Adds Socially Responsible Investing Classifications to Private Informant
Hoboken, NJ, November 18, 2011: Burgiss, the premier private equity services company announced today the release of Private Informant – Version 2.7 which introduces Socially Responsible Investing (SRI) classifications and enhanced investment analysis capabilities.
Socially Responsible Investing Classifications
Burgiss introduces the inclusion of Socially Responsible Investing (SRI) Classifications for all entities tracking in Private Informant. SRI Classifications can now be viewed and exported from multiple platform sections and accessed via the view manager, a powerful filtering tool which allows you to measure your exposure to key SRI categories, including: Alcohol, Armament, Gambling, Tobacco, Eco Harmful, and Eco Friendly entities.
Advanced Filtering and Analysis Capabilities
The Private Informant View Manager, a powerful tool accessible from all major platform sections, now facilitates advanced filtering with pre-defined lookup values for many key fields. These fields include the ability to analyze portfolio exposure based on geographic location, sector classification, SRI classification, investment type, and asset class by quickly setting a filter condition and selecting the parameters from convenient dropdown menus.
Improved Investment Analysis Tool
The Investment Analysis Tool now allows you to disable the rollback feature in order to focus on your selected end date to analyze current investment and holdings performance values. Additionally, the Investment Analysis Tool now facilitates access to the full historical performance details for all funds in your portfolio regardless of your exact closing date in the fund; this makes it easier to access and analyze complete historical investment data for all of your tracked private capital commitments.
User Interface Enhancement
Private Informant increased its ease of use by allowing users to perform actions by clicking on on-screen action icons to perform exports, generate charts, run reports, and view system training tutorials. Look and feel upgrades have been made with additional data details now provided in the Investments, Holdings, Entities, Entity Details, Investment Analysis, and Entity Analysis Sections.
About Private Informant
Private Informant is an online data service that gives you full transparency into your investments and access to multi-dimensional data for your underlying portfolio by sector, geography and stage. A team of 50 researchers and analysts pull apart and stitch together data from quarterly reports to give you the kind of top-down analysis you need, with all the underlying details to back it up. Today, over 145 institutional investors rely on Private Informant to do the heavy lifting of data aggregation for over 5,500 active funds with investments in more than 60,000 companies.
Burgiss provides portfolio management software, data and analytics to asset owners investing in private capital. Our solutions streamline the investment process, provide transparency into portfolio holdings, and enable data-driven decisions. As an integral part of the private capital ecosystem, we continue to enhance our solutions by working with investors to meet their ever-changing needs. Learn more at www.burgiss.com.