November 2017 Performance Update: Increasing Demand for Performance Reporting Transparency

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Highlights from the 21st Annual GIPS® Standards Conference

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ACA PERFORMANCE SERVICES

 

ACA Performance Services provides GIPS® verification and consulting services to investment managers around the globe. Our team — comprised of more than 70 professionals with extensive GIPS and performance standards experience — is the largest group of GIPS professionals in the world solely dedicated to GIPS verification and related services. To date, we have served more than 1,000 firms. Many of our clients previously used a different verification firm and/or a Big Four accounting firm.

 

ACA has the largest market share of verified firms in P&I's Top 100 list:

 

ACA Performance Services clients

(P&I top 100 list compared to the eVestment database as of 12/31/2016.)

 

OUR PRODUCTS AND SERVICES

GIPS Compliance Services

  • Pre-Verification: Expert advice needed to bring your firm into compliance with GIPS
  • Firm-Wide GIPS Verification: Independent review of your firm’s claim of GIPS compliance
  • Performance Examination: In addition to verification, a composite-specific review can be performed

GIPS Education and Training

  • Engagement team interaction
  • Educational webcasts
  • National compliance conferences
  • Regional roundtables
  • Customized training

Focused Performance Review

  • In-depth review of data, methodologies, records, controls, and disclosures to support calculating investment performance
  • Assistance with the execution of the firms compliance program
  • Results in a summary report to management, including findings and recommendations, in accordance with regulatory requirements and industry leading practices

Performance Certification

  • Review and examination of input data, methodologies, and assumptions used to support an investment performance track record
  • Provides assurance and lends credibility to the underlying track record
  • Results in customized performance certification statement provided by ACA to the firm which may be used in marketing efforts

THOUGHT LEADERSHIP SPOTLIGHT

The CCO's Guide to the GIPS® Standards: Essentials for Understanding and Mitigating Risk

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WHY CHOOSE ACA PERFORMANCE SERVICES?

 

  • We are the largest global team of professionals solely dedicated to GIPS verification and investment performance services.
  • We are the only compliance consulting firm that offers a full suite of compliance solutions.
  • We offer a customized, focused approach for institutional asset managers.
  • Our team is dedicated and consistent year over year.
  • We offer unmatched consulting expertise on unique GIPS issues throughout the year.
  • We make extensive investments in technology to meet the most stringent industry requirements.

 

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REQUEST MORE INFORMATION

 

For more information on our services, please follow this link or call Christie Horsman at (423) 266-8333 or Jason Millard at (541) 292-0001.