GIPS Verification

Briefing: Regulatory Investment in Trade Surveillance – What You Should Know

In 2014, the U.S. Securities and Exchange Commission (SEC) announced a sustained commitment to revolutionize its National Examination Program and Enforcement Division through the extensive use of technology to detect and combat wrongdoing, including insider trading and market manipulation. Over the past several months, we have observed the SEC staff’s commitment to technology in action through various public statements and the announcement of a number of enforcement actions (both settled and ongoing) against registered investment advisers.
  

CCO's Guide to Calculating and Reporting IRRs

Regulators and investors alike are keenly interested in performance reporting. For private fund managers in particular, the focus has been on how varying operational and reporting practices may impact performance.
 
eVestment recently conducted a survey of private markets, limited partners, and consultants which revealed that 60% of respondents found it difficult to compare one fund managers performance numbers with another on a fair and consistent basis.

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: