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Knowledge Center

 

Explore this section to learn more about First Rate and varying topics within the performance measurement industry.

  • First Rate White Papers
    These papers provide additional considerations for you to use in analyzing performance data, understanding anomalies, and assessing when to use what calculation in varying scenarios.
  • First Rate Quarterly Market Commentary
    These non-biased commentaries feature summaries and data tables on the U.S. Economy, Performance in Recent Market Cycles, Relative Strength of U.S. Dollar, as well as U.S. Bond Performance and Stock Market summaries.

  • First Rate Newsletters
    First Rate is dedicated to a higher calling: to live well, work hard, and attain success through the achievements of our clients. As Your Performance Solution Partnerâ„¢, First Rate embodies the highest standards in performance measurement. Our newsletters expound on these standards and best practices in performance measurement, addressing topics like GIPS, legislation, technology and more.

  • First Rate E-Books
    First Rate's collection of e-books provide valuable insights for investment performance professionals. Topics range from reasons for calculation errors to best practice recommendations for performance history conversions. 

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