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Todd Brunskill
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Automated Composite Engine (ACE)

First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution that allows the user to automate the monthly process of creating and reviewing composites. ACE empowers the user to utilize its firms’ business rules for creating composites and special aggregates. By searching for qualified portfolios among your portfolio database for monthly membership. ACE minimizes human error in the management of composites, while allowing your staff more time for review.

With your performance data already integrated within First Rate Performance, there is no need to create extract files to be sent to other data vendors for composites; all the history and detail is there.

ACE includes an interactive reporting feature for research and auditing of composites and constituent performance data reports that illustrate constituent portfolio movement in and out of ACE composites. Reports include the history of a portfolios’ membership history within a composite and footnotes the inclusion or exclusion of a portfolio within an aggregate or composite.

This powerful solution also allows the user to access more than 30 reports for reporting performance of the composite and constituent portfolio as well as risk analytics.

Why ACE?

  • Creates composites and aggregates based upon your custom business rules
  • Utilizes demographics or characteristics of your portfolios to automatically create a composite
  • Automatically manages participation with records of participation dates of constituent portfolios
  • Provides the ability to review all constituent portfolio history within a composite
  • Reports edit notations for each change to the membership of the composite with reason codes
  • Minimizes human error while creating the membership of portfolios within a composite for each period
  • Improves the productivity of the editor/composite analyst when reviewing reports and identifying special situations for membership
  • Eliminates the need to pass data to another system – composite management and reporting is integrated with the First Rate Performance system
  • Provides easy access to your composites for reporting via the web
  • Allows you to easily review your composites and portfolios

View other products from First Rate

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