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The check up will review your performance measurement needs. You will also receive a complimentary copy of First Rate’s Justifying the Cost of a Performance Measurement System. This white paper addresses the expanding reporting requirements firms have and the multitude of choices available. It covers the alternatives in addressing the automation function of performance, as it's one that all investment firms must confront.

AREAS OF INTEREST (Check all that apply) *

Attribution Analysis
Composite Management
Management Reporting
Performance Reporting
Risk Analysis

COMMENTS (Optional):

What is your role in your company's performance operations? *


Total discretionary assets managed by your firm? *

What performance measurement system are you
currently using? *

What accounting system does your firm use? *

Advent
Charles Schwab
Fidelity Brokerage Services
FIN
FIS/Metavante
Pershing
Proprietary
SEI
Sunguard
Other:

Does your firm have challenges in performance measurement
today?*   If so, please describe your challenges.


 
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