Investment Performance Conference

Connect with First Rate

Investment Performance Events


Find out more about what we have to offer, and get to know our team at these upcoming events. First Rate personnel will be on hand to answer your questions and identify ways we can partner to create mutually value-creating performance solutions for both you and your clients.

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Upcoming Events

2012 Performance Conference Image

First Rate Performance Conference

March 26 - 27, 2012

First Rate's Performance Conference provides a great opportunity to stay abreast of industry trends, learn more about First Rate solutions and network with fellow peers in the performance measurement industry.

We hope that you will gain new perspectives on the capabilities and scope of resources that First Rate provides. It is our goal to forge strong relationships with each of you so that we might better understand your needs. As your partner in the performance measurement industry, we are determined to help you and your institution provide a service that is truly First Rate.

Learn More

SunGard Spring Trust Users Group Conference

April 22 - 24, 2012


Performance Measurement Forum

May 23 - 24, 2012 


Performance Measurement Forum - Europe

June 12 - 13, 2012


CFA Institute GIPS Standards Annual Conference

September 20 - 21, 2012


SunGard Fall Trust Users Group Conference

September 26 - 30, 2012


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Past Events

CFA Institute GIPS Standards Annual Conference 

October 27 - 28, 2011

Performance Measurement Forum - Europe 

November 10 - 11, 2011

SunGard's WealthStation Summit

November 30 - December 2, 2011

Performance Measurement Forum

December 1 - 2, 2011