This paper provides a description of a wide range of portfolio risk measures offered by First Rate. The development and use of these measures are explained and then demonstrated in a case study evaluation of three managers relative to a benchmark.

In this white paper, you’ll find:

• Multiple measurement solutions
• Case study application of First Rate measures
• Implementation considerations

First Rate

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.