Past Webinar | Caissa Platform Q2 2023 Enhancement Overview
This webinar occurred on July 20, 2023, and is for Burgiss clients only. If you would like to review the recording, please contact your relationship manager or email Support.
This webinar provides an overview of the new product and data features that were released within the Caissa Platform during Q2 2023:
Accounting
Addition of three new transaction types: Internal Management Fees, Internal Incentive Fees, and Internal Tax Withholding Expense
Major improvements to the tracking of income, expenses, and fees on the Capital Account Summary pages
Portfolio Analytics
Customization of return metrics on the Performance Overview page
Availability of the Entity Code field on the Performance Overview page
Support for user-input and hybrid returns on the Macro Performance & Risk Attribution page
Introduction of the Carbon Footprint of the Burgiss Manager Universe report
Exposures
Introduction of the Security Browser page for viewing all securities in an account, including each security’s attribute overrides
Reports and Dashboards
Customization of units and rounding for Market Value on the Commitment Summary page and in the PDF report and Microsoft Excel export
Support for fund-specific user dimensions on the Exposure widget
Additional reports available in the Report Scheduler, including the Scan Exposure Across Funds Export and Macro Performance Contribution Export
Liquidity
Ability to use investor-level gates that are in effect over multiple redemption cycles or a specific calendar period, and that will reset if redemptions are not consecutive
Inclusion of Transfer In and Transfer Out transaction types in modeling for gated funds