Past Webinar | Caissa Platform Q4 2023 Enhancement Overview

 

This webinar occurred on January 30, 2024, and is for MSCI 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 Q4 2023:

 

Capital Planning and Asset Allocation:

  • New Asset Allocation Drill Down page that allows you to view a portfolio group or composite group versus a self-maintaining policy hierarchy configured for the selected portfolio group

 

Accounting:

  • New Valuation Reporting Status page that helps you quickly identify missing valuations that are expected from managers

 

Reports:

  • Enhanced Fund/Portfolio Quantitative One-Pager report

  • New exports available in both the Report Library and the Report Scheduler:

    • Hypothetical Stress Overview Export

    • Micro Performance Attribution Export

    • Class & Tranche Transactions Export

 

Caissa Data and Reporting Tool:

  • New Commitment.Field() function for the Excel Add-in

 

Coming Soon:

  • New Capital Planning page for building a short- or long-term capital plan, taking into account policy expectations, growth, and projected private investment cash flows

  • New Historical Asset Allocation page that enables you to identify current and historical over- and underweights versus your investment policy

  • Support for return-based valuations to seamlessly capture estimated performance

 
Ruby Atwal