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First Rate Consulting is your connection to specialists in the performance measurement industry, giving you access to a dedicated staff of performance specialists who can maximize the effectiveness of your performance analysis and reporting solution (see Processing Efficiency is Spelled with Three Letters: ASP case study).

We are a group of experienced performance specialists (see Bios) offering efficiency analysis of the entire performance process, training on rate of return issues and design services for client communications that clearly demonstrate the value your investment strategy adds for your clients (see Automated Client Presentations: Off the Printer and Out the Door case study).

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.