First Rate ~ Your Performance Solution Partner

Valuable, Proprietary White Papers


	Attribution Analysis: First Rate provides analysis by sector or by individual asset where the contribution is determined by total return and allocation.
	File Size: 398KB

	A Smarter Way To Look At Performance: Three widely used methods to calculate portfolio-specific rates of return --- one that provides the most accurate evaluation of an investment manager's strategy.
	File Size: 79KB

	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

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