First Rate, Inc

“Just because it adds up doesn’t make it right.”   Asset owner attribution has long been underserved in the performance community. The "Holy Grail" of performance attribution, the Brinson method, falls short when evaluating institutional portfolios. Read our full article to discover how a decision-based, hierarchical model evaluates performance at every level – giving credit where credit is due by: - Breaking down performance at every level - Linking results to decisions-makers’ responsibilities - Showing how diverse expertise benefits the total portfolio   Read the full article now to uncover how this innovative approach can transform your understanding of portfolio results: https://lnkd.in/gVbiA6RF   #WealthTech #Fintech #WealthManagement #InvestmentStrategy #ClientReporting #InvestmentPerformance #PortfolioManagement #FinancialPlanning #WealthStewardship #AssetOwnerAttribution #AssetManagement

🎉 Cheers to the new Whiskey & WealthTech Youtube Channel! 🥃     Over the past two years, the Whiskey and WealthTech podcast has been your go-to source for bold ideas, cutting-edge innovation, and transformative conversations in the wealthtech industry.     We now have our very own dedicated YouTube channel (please subscribe)! Watch our highlight reel from the past two years that captures the very best of our journey—expert insights, game-changing discussions, and yes, a few bloopers that remind us to never take ourselves too seriously!     💬 Subscribe to our new channel to continue following our journey of bringing captivating and relevant content to the wealthtech industry.  New YouTube Channel: https://lnkd.in/g9i2TH4k   Here’s to many more years of thought leadership and innovation. 🍷💼     #WhiskeyAndWealthTech #WealthManagement #Innovation #AI #WeathTech #Fintech #podcast

🥃🎙 Two years of Whiskey and WealthTech! In this special anniversary episode, Alex Serman, CIPM catches up with Nayan Madhamshettiwar to discuss the rise of Agentic AI, the world's best whiskey of 2024, and the exciting future of wealth management. 🌟 Learn how Agentic AI is reshaping the industry and why compliance might become its greatest ally. Plus, celebrate with us as we move to a new dedicated podcast channel for Whiskey and WealthTech, starting January 2025! 🎧 Subscribe to our new YouTube channel: @WhiskeyandWealthTech or continue listening on the current Spotify and Apple Podcasts. Cheers to innovation and the future of WealthTech! 🥃 #WhiskeyAndWealthTech #AIinWealthManagement #AgenticAI #WealthManagement #WealthTech LINK TO PODCAST IN COMMENTS

💡 Agentic AI in Wealth Management – Part 3 💡     Adapting to change isn’t always easy, but it’s necessary for growth—and wealth managers are stepping up. In the third episode of our Agentic AI Video Series, we sit down with Dr. Ahmad El-Katib, First Rate’s Chief Product Officer, to discuss how the industry is embracing Agentic AI and transforming challenges into opportunities.     📹 In this episode, Ahmad explores:   ✅ How wealth managers are navigating the shift to AI-driven processes.   ✅ The key barriers to adoption—and how to overcome them.   ✅ How firms can use Agentic AI to enhance decision-making and client experiences.     ✨ Change is never simple, but with the right tools and mindset, it’s entirely achievable. See how First Rate is helping wealth managers adapt and thrive in this new era of intelligent insights.     💬 What do you think is the biggest barrier to adopting AI in wealth management? Share your thoughts below!     #WealthManagement #WealthTech #AI #AgenticAI #LargeLanguageModels #MachineLearning #NaturalLanguageProcessing #InvestmentPerformance #ClientReporting #DataInsights Alex Serman, CIPM

💡 Agentic AI in Wealth Management – Part 2 💡     In the next episode of our Agentic AI Series, First Rate’s Managing Director of Professional Services, Nayan Madhamshettiwar, shares a vision for how AI is evolving and why First Rate’s approach is truly setting the standard.     📹 Key insights:   ✅ How AI is shaping the next era of wealth management.   ✅ What makes First Rate’s AI-driven solutions unique in delivering real results.   ✅ The balance between human expertise and cutting-edge technology.     🚀 This isn’t just a conversation about technology—it’s about transformation. See how First Rate is empowering wealth managers to stay ahead in an increasingly data-driven world.     💬 What do you think the biggest shift in AI will be in the next 5 years? Let us know in the comments!     #WealthManagement #WealthTech #AI #AgenticAI #LargeLanguageModels #MachineLearning #NaturalLanguageProcessing #InvestmentPerformance #ClientReporting #DataInsights Alex Serman, CIPM

🌍 New Partnership Announcement! First Rate is proud to announce that we are joining the Brussels-Africa Hub. This partnership reinforces our commitment to supporting impactful, sustainable, and responsible investments that unlock Africa's potential and strengthen connections. The Brussels-Africa Hub mission is to position Brussels as the #European hub for sustainable investments toward #Africa and unlock the continent's vast potential. Together, we look forward to advancing initiatives across four core pillars: ✅ Investment & Advisory ✅ Research & Policymaking ✅ Capacity-building ✅ Networking & Engagement As part of our mission to impact clients, communities, and coworkers, this collaboration enables us to contribute to meaningful change while exploring new opportunities to expand into vibrant African markets. Together, we aim to build a future of sustainable growth and innovation. #ImpactInvesting #SustainableDevelopment #GlobalPartnerships #BankingAndFinance  #Sustainability #BrusselsAfricaHub #Partnership #AfricaInvestments #WealthTech #ResponsibleInvesting #LoveGiveServeEnjoy #SocialImpact Alex Serman, CIPM Sabine Adams

💡 Introducing Our New Video Series: Agentic AI in Wealth Management 💡     🚀 The future of wealth management is here—and it’s powered by Agentic AI. Join us as we explore how this groundbreaking technology is transforming client reporting, investment performance, and decision-making for wealth managers and institutions.     📹 In this series, we have interviewed our technology and performance experts here at First Rate dive deeper into:   ✅ How Agentic AI empowers data analysts to deliver sharper insights.   ✅ Real-world examples of AI-driven efficiency and performance gains.   ✅ How the industry is adapting to new technology.   ✅ What the future holds for personalized, data-driven wealth strategies.     First Rate Managing Director of Professional Services, Nayan Madhamshettiwar kicks off our series by helping us better understand the role of Agentic AI and how it is transforming Wealth Management.    💬 What excites you most about the role of Agentic AI? Share your thoughts below!     #WealthManagement #WealthTech #AI #AgenticAI #LargeLanguageModels #MachineLearning #NaturalLanguageProcessing #InvestmentPerformance #ClientReporting #DataInsights

We love hearing from our clients! A huge thank you to Alternative Bridging Corporation for sharing their experience with us. Your words inspire us to keep delivering excellence every day. Our commitment to understanding client needs, providing seamless support, and being available around the clock is at the heart of everything we do. We’re proud to be your trusted partner! #ClientFeedback #Testimonial #CustomerSatisfaction #DeliveringExcellence #FirstRateVantage #GlobalSupport #PrivateEquity #VentureCapital #RealEstatePrivateEquity #FirstRate https://lnkd.in/gBbnzUVH

“If you want your active process to succeed, you must be smart about it—and you must be disciplined.”   Active investing isn’t just about chasing returns—it’s about managing the emotions that come with them. In Part Three of our Managing Regret Risk series, we apply regret analytics to the active investment process to help clients make better decisions and stick with their team of funds.   Key Takeaways: - How “regret triggers” help quantify emotional responses to gains and losses in active funds. - Why focusing on the team of funds—not individual performance—is critical for success. - How active regret analysis can increase confidence in portfolio performance, even during downturns.   Discover how managing regret enhances both returns and resilience. https://lnkd.in/g7rjjmJk   #WealthTech #Fintech #WealthManagement #RegretRisk #InvestmentStrategy #SustainableInvesting #ClientReporting #InvestmentPerformance #RiskManagement #PortfolioManagement #FinancialPlanning #WealthStewardship Alex Serman, CIPM Stephen Campisi, CFA

“By understanding and quantifying a client’s unique tolerance for regret, we create investment strategies they are more likely to sustain—even through turbulent markets. It’s not just about risk; it’s about resilience.”   Regret isn’t just an emotion—it’s a critical factor in investment decisions. In Part Two of our Managing Regret Risk series, we explore how understanding each client’s unique “regret tolerance” can lead to better portfolio outcomes. Key takeaways include: - Why traditional risk measures miss the mark by not accounting for emotion-driven decisions. - How “regret penalties” adjust returns to reflect the emotional impact of missed opportunities and losses. - The importance of sustainable strategies that balance clients’ emotional and financial needs.   Discover how a regret-aware approach can revolutionize portfolio management. https://lnkd.in/gtZAqHqk   #WealthTech #Fintech #WealthManagement #RegretRisk #InvestmentStrategy #SustainableInvesting #ClientReporting #InvestmentPerformance #RiskManagement #PortfolioManagement #FinancialPlanning #WealthStewardship Alex Serman, CIPM Stephen Campisi, CFA