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“With the help of the
First Rate Consulting team, we improved the efficiency of
our data calculation process and reduced the delivery time
for our monthly rates of return by seven business days."
Hank Kirkland
Director, Performance Measurement
Bank of America |
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We also provide “Process and Procedures”
documentation associated with calculating transaction-based rates
of return for portfolios and AIMR-PPS® compliant composites.
If your firm is seeking to improve the delivery time, accuracy or
general efficiency of its performance calculation process, a First
Rate Consulting Efficiency Analysis is a critical first step
towards identifying the best opportunities for success (see
Outsourcing a Truly Customized Performance Solution case
study).
First Rate Consulting specialists have the unique perspective of
working exclusively in the performance industry and have
experience with the performance process at a variety of different
institutions. Through on-site interviews and analysis of existing
processes, we can document your performance measurement process
and suggest enhancements to increase accuracy, reduce redundancy
and maximize the ratio of portfolios per performance professional. |
