Over the course of the last year-and-a-half, our client service and technical operations teams have successfully converted 97% of of our client base to the new platform. To assure continuous operation, most of these upgrades were done in the course of a weekend, and to the delight of our customers, came with no additional conversion or upgrade costs.Read More
With the release of the new Burgiss Excel Add-In, we provide a direct way to tap into live data and the distinct analytical capabilities of the Private i platform.
Excel, the lingua franca of financial analysis, isn’t the right place to capture or store transactional data,Read More
Two new reports were released to help assess how an asset’s holdings have changed over time.
Holdings Valuation Movement by Asset –Measures the change in unrealized gains for holdings of an Asset between two specified dates.
With this release, report automation comes one step closer with Saved Reports. Once you’ve set up a report, you can save complex report run-time specifications for later re-use. This time-saving feature is a prelude to the near-term release of report scheduling, currently under development. This release also introduces theRead More
Exposure Analysis by Entity – Top Positions
Provides users the ability to analyze their top positions in Entities. Report is grouped by Entity and sorted by valuation (in descending order). Number of positions is customizable via the Report Run UI.Read More
Selection Sets are named groups of investments that help simplify the running of reports and analysis. With this release, Selection Sets, previously only available within the Desktop version, can be easily created and maintained within the platform.Read More
Burgiss Manager Universe peer groups were introduced in the initial release of the platform. This release provides peer groups for Fund-of-Funds. These peer groups can be assigned to any investment to serve as a relative benchmark for both on-screen analysis and report-based analysis.Read More
Burgiss licenses data from a variety of providers including MSCI, Russell and S&P for use in derived analytics such as the PME, ICM and Direct Alpha calculations, both on-screen and in reporting. A variety of indexes from these providers are now available for use within the platform.Read More
We are pleased to report that more than half of our existing client base has been converted in less than a year, including some of our largest custodian clients. This complex upgrade has been done over weekends behind the scenes, at no additional cost.Read More
This release signals the integration of data from the Burgiss holdings Transparency Service (aka “Private Informant”) into the Private i platform. This work also introduces a suite of native holdings-based reports. Data concurrency is achieved through a twice-daily synchronization process that delivers updated transparency data to the platform.Read More
Absolute private capital performance measures such as the IRR and Multiples have been supported from the first release of this newest-generation platform. This release provides the key measures of market- or index-relative performance, including the new GGS Direct Alpha measure as well as the Kaplan-Schoar PME, Long-Nickels ICM. New toRead More
This release begins the integration of Burgiss-Managed Data into the Private I platform with the modest addition of Burgiss-Managed Organizations and Assets, setting the stage for the integration of Transparency Data later this year. This data is exclusively managed by BurgissRead More
Private i, one of the world’s most popular institutional private capital management systems, enters its third major era with the introduction of a web-browser-delivered experience.
Focused on integration of all Burgiss products and data, this new incarnation is the result of years of careful planning, design and engineering. Although the first release is moRead More