Research Reports Release Schedule

 

Following the Burgiss Manager Universe update on April 28, 2018, we will be reissuing the following research reports with updated data, available to Burgiss clients only. These reports are about numbers, not words. Our simple goal is to provide objective measurement of private capital activity. We let performance numbers stand on their own without commentary.

 

Q4 2017 Global Private Capital Review

 May 3, 2018
(All Clients)

A top-line review, this report provides all clients with objective measures of global private capital activity. This report helps limited and general partners:

  • Analyze top-line global and regional performance
  • Understand recent asset class performance
  • Observe capital flows and valuation movement
  • Monitor dry powder

 

Q4 2017 Aggregated Performance of Holdings for Buyout, Real Estate, and Venture Capital  

May 17, 2018
(Transparency Clients Only)

This report presents aggregated TVPI (investment multiple) performance of holdings across funds. Separate sections cover Buyout, Real Estate, and Venture Capital. The data allows limited and general partners to:

  • Benchmark the underlying holdings of funds
  • Analyze the dispersion of holdings performance
  • Attribute performance and risk at a more granular level
  • Monitor macro investment / divestment activity

 

Q3 2018 Capital Reserve Forecasts for Buyout Portfolios

May 15, 2018
(Private i Clients Only)

To address the shortcomings of traditional cashflow models, we've created a new model that forecasts the capital reserve required to meet capital calls for a portfolio.  The report aids limited partners by:

  • Providing top-line forecasts which can be incorporated into the capital budgeting process
  • Enabling LPs to determine how much capital they should have at the ready to meet capital calls
  • Including capital reserve forecasts for a series of different portfolio constructions

 

About the Burgiss Manager Universe (BMU)
The BMU is a research-quality database that includes the complete transactional history of more than 8,000 private capital funds. It has become an essential resource to investors by powering Private iQ, Burgiss Peer Groups, independent analyses, and research by leading academics.

 

 
Amanda VanNess