Past Webinar | Private i Platform Q3 2023 Enhancement Overview

 

This webinar occurred on October 18, 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:

Features that support adoption of the Private i Platform:

  • Ability to clone portfolios and multiple investments

Features that increase usability:

  • Enhanced Time Series Chart widget (FKA Measures over Time) within Configurable Dashboards

  • Support for investment and holdings (pro-rata and full asset) calculations as well as the carbon footprint estimates dataset in Configurable Exports

  • Support for custom fields and the ability to select an on-the-fly exposure methodology within the Holdings Analysis module

 

Additional new features:

  • Support for pooled local results as well as additional filtering in Universe Analytics functions on top of Peer Group ID in the Private i Platform Excel Add-in

You will also have the opportunity to learn about new features that are coming soon to the Private i Platform.

 
Ruby Atwal