Evaluating Performance of Alternative Investments

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 classes. These assets are an important component of future investment portfolios.

In this white paper, you’ll find:

  • Basic Alternative Investment Classifications
  • Performance Measurement Challenges with Alternative Investments
  • GIPS Guidance for Alternative Investment Performance


First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

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