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.
ACA Performance Services
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.
- 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
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
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:
Join ACA Performance Services and Carl Bacon, CIPM, renowned performance measurement specialist, for an interactive two-day course on critical concepts of performance measurement and attribution.
Through class lectures, interactive discussions, practical exercises and team presentations, you will be able to:
As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets along with professionals who can apply them.
- 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