Portfolio Oversight, Golden Insights: Drilling Down on Oversight to Discover Big Data Trends

In a rapidly changing wealth management landscape, more portfolios, managers, and regulations increase the importance of optimizing performance, providing due diligence and retaining clients. [...]

What do Investors Want: Goals-Based Reporting, Benchmark-based Reporting, or Both?

At First Rate we have a unique vantage point while scanning the investment landscape. First Rate develops and supports tools that help investment professionals communicate results to their end [...]

Attribution in Terms You Can Understand

Attribution Decomposed: Attribution is one of many hot topics going around the wealth management industry today. Known as a set of techniques to explain why a portfolio’s performance [...]