performance services

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.

      Performance Calculation and Reporting Challenges for Private Fund Managers

      Challenges Facing Real Estate, Private Equity, and Hedge Fund Managers 

      Please join us for a complimentary, interactive panel discussion on the performance challenges private fund managers face. Regulators continue to focus on investment performance, specifically marketing materials and the completeness and accuracy of data used to support stated investment returns. The challenges of private fund managers are unique depending on the asset class managed.

      Discussion of the Draft Guidance Statement on Broadly Distributed Pooled Funds

      On January 29, 2016, the widely anticipated exposure draft of the Guidance Statement on Broadly Distributed Pooled Funds was released for public comment. The purpose of this Guidance Statement is to address what a GIPS-compliant firm must do when marketing a specific pooled unitized investment vehicle to multiple investors and the firm has little or no contact with the prospective pooled fund investors.

      ACA Performance Insight Newsletter - February 2016

      Release of the Draft Guidance Statement on Broadly Distributed Pooled Funds

      The February 2016 edition of Performance Insight covers key points of the draft Guidance Statement on Broadly Distributed Pooled Funds. We encourage everyone to read the Guidance Statement and provide comments by the April 29, 2016 deadline. Also in this newsletter we highlight the following GIPS® news items:

      GIPS Compliance for Credit Managers

      The demand for GIPS compliance continues to be on the rise for alternative managers. This is a direct result of many large RFPs mandating GIPS compliance and verification. The challenges that credit, hedge fund/ fund-of-funds, and real estate managers face in implementing the GIPS standards are all unique based on the underlying asset classes managed. To help you better understand the challenges and solutions, ACA Performance is offering a series of webcasts specific to each asset class. Each webcast will be 30 minutes long and intended to quickly address the following: