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Empirical and First Rate make the case for “PowerBoards”, which are concise, risk-metric dashboards that have been designed for C-Level executives who need powerful insight (not just more data) [...]

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Investments in alternative investment strategies have grown significantly since the 1990’s as investors seek performance with higher return potential than available from traditional asset [...]

There are two primary portfolio return measures available to investors to better evaluate investment success. This paper explains the use of time-weighted and money-weighted returns. Several [...]

First Rate provides risk metrics that support complete management and client performance presentations. The users of these risk metrics include investment professionals, consultants, and [...]

This paper provides a description of a wide range of portfolio risk measures offered by First Rate. The development and use of these measures are explained and then demonstrated in a case study [...]

Bear markets require investment professionals to re-evaluate the methods used to assess risk-adjusted return measures, as excess returns would generally be negative in bear markets. In this white [...]

When there are significant cash flows resulting in intra-period component reallocations, the estimated weighted total portfolio return can differ significantly from the weighted average return. [...]

This paper reviews the key reasons why the actual performance received by mutual fund shareholders can differ from the published fund performance. In this white paper, you’ll find: Mutual [...]