Name: Portfolio Navigator
Author: Caissa

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Portfolio Navigator, developed by Burgiss (now MSCI), is a portfolio management and analysis tool designed for large institutional investors. According to the vendor, this platform caters to investment professionals, risk managers, operations teams, asset managers, and financial institutions. Portfolio Navigator offers a range of features and functionalities that aim to enhance portfolio monitoring, measurement, and reporting, providing insights for decision-making and risk assessment.

## Key Features

**Private Capital Transparency Data**: According to the vendor, this feature provides information on the holdings of private capital funds. Data is continuously gathered from source documents provided by managers and undergoes uniform classification, entry, and verification, allowing for robust analysis of private investments.

**Private Capital Universe Data & Analytics**: Users can access research-quality performance and behavioral data for various private capital funds, including private equity, private debt, and real assets. The vendor claims that this feature covers over 13,000 funds representing more than $10 trillion in committed capital, facilitating benchmarking, portfolio analysis, and risk assessment.

**Carbon Footprint Model**: According to the vendor, this feature helps investors measure and monitor greenhouse gas emissions within private equity portfolios. It combines performance data with climate risk models and covers Scope 1, Scope 2, and Scope 3 emissions for over 50,000 active portfolio companies, assisting in aligning portfolios with global temperature targets.

**Private Capital Portfolio Management**: This web-based platform supports investment, risk, and operations teams in monitoring, measuring, and reporting on private capital portfolios. The vendor states that it integrates data from private capital portfolios with other total portfolio risk and performance models, providing analytical tools and reporting capabilities.

**Private Capital Indexes**: According to the vendor, this feature provides accurate insights into private capital returns across different asset classes, including private equity, private debt, and private real assets. The indexes are calculated from the Burgiss Manager Universe, a comprehensive dataset of private capital funds, and are commonly used for benchmarking private capital funds and portfolios.

**Alternate Fund Size**: The vendor states that users can access and review alternate fund size data within the Alternate tab of the Fund Size History window. This feature allows for more comprehensive fund size analysis, providing additional information and analysis on fund size history.

**Improved Transaction Notes**: Users have enhanced capabilities to add transaction notes, ensuring a more detailed and comprehensive record of investment activities. According to the vendor, this feature allows for easy addition and editing of transaction notes, facilitating accurate and up-to-date documentation.

**Enhanced Burgiss Index Visualizer Widget**: The Burgiss Index Visualizer widget has been enhanced to provide improved visualization and analysis of index data. Users can easily view and analyze index performance and trends, enhancing decision-making and portfolio management.

**Holdings Analysis**: This feature enables users to analyze and assess the composition and characteristics of their investment holdings. Users can gain insights into the distribution, concentration, and performance of their holdings, facilitating better portfolio management and risk assessment.

**Configurable Exports**: Users now have the flexibility to configure and customize exports according to their specific reporting and analysis needs. The platform provides options to select and format data for export, enabling the generation of tailored reports and analysis.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

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Portfolio Navigator

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What is Portfolio Navigator?