ACA Performance Services

The Exposure Draft of GIPS® Guidance Statement on Overlay Strategies

Last summer, CFA Institute released the Exposure Draft of the GIPS Guidance Statement on Overlay Strategies. Historically, this segment of the investment industry has not received much in the form of ethical best practices in calculating and presenting performance, and this release was the first attempt by CFA Institute to issue official guidance for overlay managers.

Our Team

As part of ACA Compliance Group, our in-house regulatory and performance experience is leveraged to help your firm understand the broader picture of compliance. We draw from our experience and regulatory insight to help your firm understand industry best practices and the range of compliance issues that your peers face today.

      Eagle Investment Systems Canadian Summit

      Join ACA Performance Services at the Eagle Investment Systems’ Canadian Summit on Wednesday, September 20, 2017. This half-day event (including lunch) will include the following sessions:
      • Expert Panel: GIPS® 2020 – Industry Perspectives on Updates to the GIPS Standards
      • Expert Panel: The Age of Agile – Transforming Your Business for Quality, Accuracy, Flexibility, and Speed
      • Demo: Optimizing Your Use of Eagle Solutions
      After the summit, join us for a networking cocktail reception.

      New York Event: GIPS Hot Topics and Industry Update

      Please join us for a complimentary breakfast focused on industry updates related to investment performance. During the presentation, ACA Performance Services Partners’ Karen Foley and Julia Reyes will discuss: 
      • Brief Introduction to ACA Performance Services
      • Marketplace Trends and Global Adoption of the GIPS Standards
      • Regulatory Focus on Performance – Ways to Mitigate Risk
      • Highlights from the 2017 GIPS Standards Annual Conference

      London Event: Highlights from the GIPS Standards Annual Conference

      Please join us for a complimentary breakfast seminar focused on industry updates from the 21st Annual GIPS Standards Annual Conference in San Diego. The 2017 conference will celebrate the 30th Anniversary of the GIPS standards and will share more about GIPS 2020.

      This interactive briefing gives you an exclusive opportunity to meet ACA Performance Partners Justin Guthrie and Geoffrey Hecht, and the chance to ask questions in a Q&A session hosted by ACA Performance (Europe) Managing Director Paul Blandford.

      Together, they will discuss topics including:

      SS&C Deliver Conference

      Join the SS&C Technologies community at the annual conference to get the latest information on solutions and services. Network with peers as well as industry experts, partners and people from SS&C Technologies.
      At SS&C Deliver, you will:
      •  Learn from the leading minds in financial services
      •  Participate in tailored labs and sessions
      •  Find out how to get the most out of your SS&C solution
      •  Stay up-to-date on our constantly shifting market