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Outsourcing performance resources does
not have to be a dramatic departure from your current process. The
First Rate Service Bureau is a team of performance specialists
dedicated exclusively to the loading, processing, auditing and
“scrubbing” of all calculated data components within an
institution‘s customized performance solution.
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“The
First Rate Service Bureau team truly is ‘First Rate’. They
are a great group of people to work with, always responsive
to our needs, and where else can you find a support team
that will give you their home phone numbers?"
Doug Farmer
Vice President
Trusco Capital Management |
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Many investment institutions leverage the
expertise of the First Rate staff to minimize the overhead
associated with calculating accurate rates of return, allowing
their staff to focus on investment decisions. However, just
because the resources are outsourced, this does not mean that the
performance solution is standardized or limits the flexibility of
investment advisors to analyze their portfolios or to identify the
best way to communicate the value that they are providing to their
clients (see Outsourcing
a Truly Customized Performance Solution case study).
Verifying and correcting the accuracy of calculated
returns is always one of the most time-intensive components of the performance
analysis process. First Rate Service Bureau allows you to create a performance
solution that draws upon our performance specialists, and leverages their
industry knowledge in identifying and correcting data anomalies.
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