Was it Worth the Risk? Shouldn’t We Evaluate the Rewards of our Risk.. Even in the Good Times?

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Money-Weighted Returns – It’s Not Just for Private Equities

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Peer Group Comparison: The What, The How, The Why Now?

                 Should I take the toll-way or the highway?               Should I cook with olive oil or butter?               Should I strap my lawn chair to 45 weather balloons to fulfill [...]

The Art of Data

In my experience, downstream external systems–like a performance system–often reveal issues in the accounting data that standard accounting audits don’t catch. Asset setup errors, [...]

Right-Sizing Service

Consumers want a choice in the services they receive when flying.  The airlines have realized that they can fill their planes with happy customers who pay for the services they value.  For years [...]

Reflections of Women & Wealth Conference: Part 2

Reflections on Women & Wealth:  Women Investors (Part 2) Women are smart, capable and prudent investors.  It is imperative that they participate and feel they have ownership of their finances [...]

Reflections of Women and Wealth Conference: Part 1

The Rise of Women in Business I had the privilege of attending the first Women & Wealth conference hosted by Financial Research Associates, LLC and the time was wisely spent. Study after [...]