Burgiss Manager Universe Annual Reconstitution

The Burgiss Manager Universe will undergo its annual reconstitution of fund attributes (e.g. Asset Class, Geography, etc.) as part of the upcoming Q3 2018 update, scheduled to be released on December 22nd, 2018. As part of the annual reconstitution this year, updates to Burgiss data classifications will also reflect the previously announced taxonomy enhancements.

As a reminder, our classification process is driven by the underlying investments made by the funds. As a result, classifications are updated to reflect any changes to manager strategy, as well as the availability of more complete, precise information. Fund attributes were last reconstituted as part of the Q3 2017 update. Reconstituting annually provides further stability to the Burgiss Manager Universe, while preserving representativeness and the quality of the dataset.