First Rate, Inc

📈Our latest article delves into the mechanics and mathematics of diversification, revealing how to balance risk and return effectively. From pairing complementary assets to calculating contributions to portfolio risk and return, we explore the journey toward maximizing returns while minimizing volatility. Contrasting our diversified strategy with the traditional 60-40 approach highlights the significant differences in risk concentration and return distribution, emphasizing the importance of diversification. Join us on the path to "double-barreled diversification," where risk is reduced, and returns are amplified, setting the stage for opportunistic diversification.   https://lnkd.in/g9kAeway Stay tuned for part 3 where we will explore the difference between theoretically-correct portfolios and investable portfolios, balancing mathematics, investment theory, client goals, and investor judgement.    Alex Serman, CIPM Stephen Campisi, CFA #AssetAllocation #Diversification #InvestmentInsights #WealthStewardship #WealthManagement #WealthTech #Fintech #InvestmentReporting #GoalsBasedReporting #InvestmentStrategy

🚀 Corporate Venture Capital in WealthTech 🌟 Corporate Venture Capital (CVC) is reshaping the WealthTech investing landscape. As a former WealthTech intrapreneur at First Rate, Inc, the transition to venture investing with First Rate, Inc Rate Ventures has provided a unique vantage point. Strategic WealthTechs and Wealth Managers are emerging as dark horses in the Venture investing, leveraging their brand recognition and customer insights to drive success. Their deep industry knowledge and tailored solutions set them apart, offering a new perspective on investment strategies. Discover how CVC strategies are revolutionizing the game and redefining success in the competitive world of venture investing. 💼💡 #WealthTech #VentureCapital #CVC #Innovation #InvestingSuccess #corporateventurecapital #venturesinwealthtech #wealthmanagement #fintech #startup Pamela Cytron Prabhakar Reddy C. Nichole Rush Rohit Mahadik Tina Gidwani Kendrick Wakeman, CFA Alex Sion Russ Kliman Domenic Scarpato @ WealthTech Strategy Partners The Founders Arena Hamza Qadir Camille Santrach

WealthTech VC Fell Off a Cliff in 2023. Enjoyed spending the past few days with Industry leaders across #WealthManagement and #WealthTech at the Tiburon CEO Summits. There simply isn’t another event like it. Chip Roame Founder of Tiburon Strategic Advisors released data which I have been seeing first hand, a major contraction in VC funding in WealthTech. Here is my view on what is driving this contraction. First Rate, Inc First Rate Ventures The Founders Arena WealthTech Strategy Partners Pamela Cytron C. Nichole Rush Prabhakar Reddy Craig Wietz April Rudin Alex Serman, CIPM Rohit Mahadik Tina Gidwani Russ Kliman #venturecapital #corporateventurecapital #fintech #startup #VCFunding #VenturesinWealthTech

We’ve got some exciting news to share! First Rate has been shortlisted in 6 categories for the prestigious 2024 #FTFNewsAwards: 🏆 Ops Business Person of the Year: Alex Serman, CIPM 🏆 Fintech Person of the Year: Nayan Madhamshettiwar 🏆 Best Product Innovation by the Established Provider 🏆 Best Performance Measurement System 🏆 Best Client Reporting Solution 🏆 Service Provider of the Year Your support means the world to us - Please GO VOTE TODAY and help us bring home these honors! 🗳️✨ https://lnkd.in/gYgZutn5

Delve into the essence of asset allocation as we explore the bedrock of investment success in Part One of our new series. Through a client-centered mosaic, we bridge aspirations with market dynamics, crafting strategic blueprints tailored to individual goals and risk appetites. Diversification emerges as our guiding principle, amplifying returns while cushioning market fluctuations through "double-barreled diversification." Starting with stewardship at its core, we navigate capital markets assumptions, simplifying complexities to reveal major asset class dynamics. Customized asset classes blend intuition with strategic allocation, culminating in portfolios finely tuned to client needs. Incremental diversification, from domestic to global, amplifies returns while mitigating risk. Wrapping up, we reinforce the importance of diversification as our compass for smoother, less volatile returns. https://lnkd.in/gYB9NJQi   Stay tuned for Part Two, where we delve deeper into the mathematics of diversification, optimization strategies, and portfolio efficiency.    Alex Serman, CIPM Stephen Campisi, CFA #AssetAllocation #Diversification #InvestmentInsights #WealthStewardship #WealthManagement #WealthTech #Fintech #InvestmentReporting #GoalsBasedReporting #InvestmentStrategy   

Dive into the complexities and challenges of private equity and alternative asset reporting while staying on top of industry trends. From navigating intricate investment structures to addressing diverse investor preferences, wealth management firms face numerous hurdles. But fear not! We also provide essential strategies for success, empowering firms to streamline their reporting processes, maintain regulatory compliance, and build trust with clients effectively. Ready to elevate your reporting game? Click the link to read more and stay ahead of the curve! 🚀 https://lnkd.in/gcz_aAXq #WealthManagement #PrivateEquity #Compliance #InvestmentReporting #WealthStewardship #InstitutionalInvesting #PensionFunds #Endowments #PensionPlans

🚀👩💻As we close out Women's History Month, we asked a few of the First Rate women to share wisdom on how they each began their careers, the legendary women who have inspired them, career advice, and the impacts they hope to leave on the world. 🌎 🌟https://lnkd.in/gxGwGEW3 Kathryn Stone, Kate Baird, Nishimwe Maria-Goreth #FirstRateLGSE #Inspire #IWD #Love #CareerAdvice #Love

🌟 Dive into Part Three of our Perpetual Spending Strategy series: True Goals-Based Performance! We've shifted our focus from mere statistics to aligning investment strategy with client objectives. Our approach integrates robust spending policies with diversified asset allocation, ensuring resilience amidst market fluctuations. Notably, we've consistently outperformed benchmarks while minimizing market risk, demonstrating tangible success in monetary terms. We've sustained financial stability through careful evaluation over time even during challenging market conditions. Stay tuned for insights on managing market volatility in our upcoming series. Join us on this journey towards financial success! 💼 https://lnkd.in/grT4Azyw 💡Alex Serman, CIPM & Stephen Campisi, CFA #GoalsBasedInvesting #FinancialSuccess #WealthStewardship #WealthManagement #WealthTech #Fintech #InvestmentReporting #InvestmentPerformance

🚀 Ready to revolutionize your private equity reporting? 📈 Unlock valuable insights and streamline your processes with a Strategic Tech Partner! 📋💡 Whether you're a seasoned investor or new to the game, our comprehensive checklist has got you covered. Click the link below to access your free copy and take the first step towards reporting excellence! https://lnkd.in/g85yWr-f #PrivateEquity #ClientReporting #InvestmentInsights #AlternativeAssets #WealthTech #WealthManagement #Fintech

Another First Rate WealthTech Social in the books! It's always a good time with our friends in Philadelphia! Nothing beats this time with our clients, partners, and their communities. Thank you, Victory Brewing Company, for hosting us. 🍻✨ Where should we go next?! #FirstRateLGSE #WealthTech #Community Alex Serman, CIPM Jon Beadles, CFA, CIPM Kate Baird SABINE ADAMS Brian Puerschner John M. Hird