Beyond the Benchmark: AI in the New Era of Performance Attribution

Wealth firms face growing pressure to deliver faster, deeper, and more accurate insights—but legacy performance attribution models can’t keep up.

Static. Retrospective. Fragmented. These outdated tools are limiting your ability to optimize portfolios, prove value to clients, and stay compliant in an evolving regulatory landscape.
It’s time to move forward.

In “Beyond the Benchmark: AI in the New Era of Performance Attribution,” First Rate’s Alex Serman, Managing Director of Wealth and Institutional, explores how artificial intelligence is reshaping attribution strategies by:

• 🔍 Delivering intelligent portfolio insights
  
• 📊 Integrating data across custodians and asset classes
  
• 🔐 Enhancing compliance reporting and ESG tracking
  
• ⚙ Dynamically adjusting to market shifts and emerging trends
  

Download the white paper to unlock deeper attribution insights and future-proof your strategy.

What’s Your Take on Attribution?

We are looking to better understand which attribution methods wealth firms like you are currently leveraging, would like to use, or are not interested in. If you haven’t taken our poll yet, we’d love your input. Your perspective helps shape the conversation around the future of attribution.