The same holds true in our business.  Years ago, we did an implementation for a Texas client who presented the “Cowboy Math” report to most of their clients.  It was perfect for the plain-speaking, straightforward clients they served.  The clientele was focused on a destination and likely not entirely concerned about all the details that contribute to them getting there.

First Rate has over 80 report objects that can be combined into a report package.  These schedules range from basic allocation and return information like ‘Cowboy Math’ all the way to risk statistics, attribution and contribution reports.  This helps advisors create the right package of information for each investor.  Better yet, within our partnerships, we have a tiered solution that helps you right-size the reporting to the investor.  The investor may only need a Total Portfolio return, or if you’ve been discussing diversification into different styles of assets you might want a single page report of style performance within a statement.  From there, the sky is the limit, with trend analysis, basic risk and advanced risk reporting and then attribution, both domestic and multi-currency.  Assigning the right tier of reporting to each account’s needs helps you ‘right-size’ your service and adjust when necessary. 

• First Rate Risk Reporting… It exists
• Fixed Income Analysis – If you aren’t using this report, you should!
• Upside/Downside Capture: The Way to Help You Communicate the Directional Volatility in Your Client’s Portfolio

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 business-process-as-service for First Rate’s full service clients.