Past Webinar | Caissa Platform Q3 2023 Enhancement Overview
This webinar occurred on October 19, 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 covers:
Accounting:
Support for non-base currency liquidity sources
Support for hybrid funds as liquidity sources
Portfolio Analytics:
Improvements to Historical Holdings page
Support for fiscal year and rolling periodicities
Addition of Holdings Granularity dropdown to specify what level of holdings to display
Support for up to 10 dimensions on the Performance Overview page
Added Rolling Annualized Relative Return to the Quant Analytics dashboard widget and Relative Return Analysis page/export
Introduction of Pacing Scenarios:
New Pacing Scenario page to create and manage pacing scenarios
New J-Curve page for analysis and comparison of pacing scenarios—featuring a simple, yet powerful interface
Reports and Dashboards:
Styling improvements to PDF reports
New reports and exports
Reports: Asset Allocation and Performance Summary Report, Market Value and Capital Flow History Report, Exposure Transparency Management Report
Exports: Market Stress Overview Export, Market Stress Detail Export, Historical Stress Overview Export, Historical Stress Detail Export, Portfolio Optimizer Export, Fund Valuations Export, Exposure Dimensions Export, Exposure Overlap Export, Macro Performance Contribution Export, and Benchmark Browser Export
Introduction of a Run Now button to produce a report package in real time, outside of a schedule
New fund and portfolio system dashboards, which are curated to show specific information relevant to the selected investment strategy, e.g., Absolute Return vs. Global Equity
Speed improvements to all dashboards
Administration:
Default roles for new users