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

 
Ruby Atwal