First Rate provides risk metrics that support complete management and client performance presentations. The users of these risk metrics include investment professionals, consultants, and investors.

In this white paper, you’ll find:

• Clarification of First Rate risk measures and their uses
• Current risk analysis developments
• Equity risk analysis report
• Upside-downside capture report

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.