First Rate ~ Your Performance Solution Partner

Valuable, Proprietary White Papers


	Justifying the Cost of a Complete Performance Solution: Understand the value and resources required to calculate accurate transaction-based portfolio analysis for large numbers of accounts and dramatically improve efficiency and lower overhead costs
	File Size: 20KB

	Which Return is Right for You? TWR vs. MWR. Management Overview: Understanding the importance of performance measurement with regard to input in the selection of asset classes, investment styles and managers. File Size: 128KB

	Risk-Adjusted Performance Measurement Issues in a Bear Market: Today's bear market requires investment professionals to re-evaluate the methods used to assess risk-adjusted return measures. File Size: 258KB

	Mutual Fund Participant Performance Variance Factors: This paper reviews the key reasons why the actual performance received by mutual fund shareholders can differ from the published fund performance. File Size: 102.13KB

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