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Valuable, Proprietary White Papers

 
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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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