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GIPS Compliance Solutions
Expert support to establish, maintain, and strengthen GIPS compliance.
Compliance with the Global Investment Performance Standards (GIPSĀ®) supports transparency and consistency in investment performance reporting. ACA Group’s GIPS Compliance Solutions help firms navigate complex requirements and manage ongoing compliance efficiently. Our GIPS compliance specialists help firms:
- Establish GIPS compliance: Develop policies, procedures, and processes aligned with GIPS requirements.
- Maintain ongoing compliance: Address evolving requirements and support day-to-day GIPS compliance activities.
- Strengthen performance reporting: Enhance investment performance reporting processes and consistency.
- Support verification readiness: Prepare your firm for independent GIPS verification.
- Extend internal resources: Access specialist expertise to support complex or resource-intensive compliance activities.
ACA brings extensive GIPS expertise and serves as a leading verifier for firms represented in the Pensions & Investments Top 100.
Need help navigating GIPS compliance? Schedule a meeting with us to discuss your GIPS compliance needs.
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Choose Your GIPS Compliance Path
ACAās GIPS Compliance Solutions offer both advisory and managed performance services to reduce internal burden, improve execution, and keep your firm ahead of evolving standards. Whether you need strategic guidance, full program management, or targeted support, ACA provides scalable solutions tailored to your firmās needs.
GIPS Verification and Consulting Services
ACA offersĀ strategic guidance to help you build and develop your GIPS compliance program:Ā
- GapĀ assessments and readiness reviewsĀ
- ComprehensiveĀ firm-wide verifications and performance examinationsĀ
- ReturnĀ methodologyĀ consulting (time-weighted rate of return,Ā internal rate of return, gross/net)Ā
- Internal trainingĀ onĀ best practicesĀ
Managed Performance Services
ACA can support or fully manage your GIPS compliance program, including:Ā
- Composite maintenance and membership trackingĀ
- Annual GIPS report preparationĀ
- Coordination with third-party verifiersĀ
- Centralized documentation and audit preparation supportĀ
Find the Right GIPS Standards Solution
Schedule a consultation with one of our specialists to discuss your GIPS compliance goals andĀ identifyĀ the solutions best suited to your firm’s needs.
Establish Credibility with GIPS Compliance
GIPSĀ® compliance is a globally recognized benchmark for transparency and integrity in investment performance reporting. Here's why it matters:
As of 2023,Ā 1,668 firms claimed GIPS compliance.
85% of those firms undergo third-party GIPS compliance verification.
59% of GIPS-verified firms choose ACA for their third-party verification.
28% of compliant firms manage less thanĀ $1 billion in assets.
All of the top 25 global investment managers, as ranked by P&I, claim GIPS compliance.
Firms fromĀ 55Ā marketsĀ are represented on the list of GIPS-compliant organizations.
Ready to partner with us to strengthen your GIPS compliance?
Get in touchĀ toĀ learn howĀ ACAāsĀ industry-leadingĀ GIPSĀ verification services and dedicated GIPS standards specialists can help you build trust, meet institutional expectations, and elevate your performance reporting.Ā
The Value of GIPS Compliance
GIPS compliance demonstrates a commitment to best practices, builds investor trust, and enhances global credibility.
Enhance Credibility and Marketability
- Demonstrate adherence to industry standards and best practicesĀ
- ProvideĀ reliable andĀ comparable performance data thatĀ buildsĀ confidence among clients and prospectsĀ
Strengthen Client and Consultant Relationships
- StrengthenĀ partnerships andĀ createĀ new opportunitiesĀ
- It is oftenĀ a prerequisite for institutional mandates and consultantĀ engagementĀ
Support Operational Excellence
- Establish a solid foundation forĀ accurateĀ performance calculationsĀ and compliant advertisingĀ
- Demonstrate a commitment to transparency and professionalismĀ
FAQs
GIPSĀ® Compliance Solutions
What are the benefits of claiming GIPSĀ® compliance for my firm?
GIPS compliance enhances transparency, builds investor trust, andĀ demonstratesĀ a commitment to industry best practices. It can also improve your firmās credibility with institutional investors and consultants, and support fundraising efforts.
Is GIPS compliance only for large firms?
Not at all. In fact,Ā 28% of GIPS-compliant firms manage less thanĀ $1 billionĀ in assets.Ā ACAĀ offersĀ scalable solutions to support firms of all sizes, whetherĀ you’reĀ just starting out or managing complex global portfolios.
Whatās the difference between ACAās advisory and managed performance services?
OurāÆAdvisory ServicesāÆprovideĀ strategic guidance to help you build or enhance your GIPS compliance program.āÆ
Managed Performance ServicesāÆgo a step further by handling the day-to-day execution, reducing internal burden,Ā and ensuring ongoing compliance.
How do I know which GIPS compliance solution is right for my firm?
IfĀ you’reĀ unsure, we recommend booking a strategy session withĀ an ACAĀ specialist. WeĀ will assess your needs and help you choose the right mix of services,Ā whetherĀ it’sĀ full program management, targeted support, or a readiness review.
Why choose ACA for GIPS verification and support?
ACA is the trusted choice for 59% of GIPS-verified firms. Our deepĀ expertise, tailored solutions, and commitment to excellence make us a leading provider of GIPS compliance services acrossĀ 55Ā countries.
What should firms look for when selecting a GIPS verification partner?
When selecting a GIPS verification partner, look for a provider with deep technical expertise, a proven track record, and experience working with firms similar to yours.Ā A strong verificationĀ methodologyĀ should be structured, efficient, and designed toĀ provideĀ practical insightsānot just verify compliance with the GIPSĀ® Standards.Ā
It’sĀ also important to choose a responsive, independent partner that can support your long-term compliance program with scalable advisory and verification services.Ā
Should we outsource our GIPS compliance program or manage it internally?
The right approach depends on your firm’s internal resources,Ā expertise, and operational needs. Firms with limited GIPS experience or dedicated performance resources oftenĀ benefitĀ from outsourcing, gaining specializedĀ expertise, reducing internal workload, and helping strengthen compliance.Ā
Firms with established performance measurement teams may choose to manage GIPS compliance internally while engaging external experts for readiness reviews, policy development, or verification support. Many firms adopt this hybrid approach to balance internal ownership with specialistĀ expertise.Ā
What should I look for in a GIPS verification firm?
When selecting a GIPSĀ® verification firm, look for a provider with deep technical expertise, a strong track record, and experience working with firms similar to yours.Ā A robust, risk-based verificationĀ methodology, clear communication, and practical recommendations are all essential to an effective verification process.Ā
It’sĀ also important to choose an independent verifier with an established reputation in the market. The right partner will not only support compliance with the GIPSĀ® Standards but also help strengthen the credibility of your performance reporting with investors, consultants, and regulators.Ā
How can ACA help reduce the operational burden of GIPS compliance?
ACA helps firms streamline GIPS compliance by combining experienced professionals, proven processes, and scalable support. Whether you need strategic consulting, outsourced performance management, or verification services, our team can help reduce administrative workload, improve reporting consistency, and keep your compliance program aligned with evolving GIPS standards.
What services are included in outsourced GIPS compliance support?
Outsourced GIPS compliance support can include composite maintenance, membership tracking, annual GIPS report preparation, documentation management, audit readiness support, and coordination with third-party verifiers. Firms can choose fully managed services or targeted support based on their internal resources and compliance needs.
When should a firm engage a GIPS consultant versus a verifier?
A GIPS consultant is typically engaged when a firm needs guidanceĀ onĀ designing, implementing, or improving its GIPS compliance program, including gap assessments, policy development, and readiness reviews. A GIPS verifier provides an independent assessment of whether the firm’s policies, procedures, and processesĀ comply withĀ the GIPS standards. Many firms work with bothāconsultants to strengthen their program and verifiers to provide independent validation.
How do firms prepare for a GIPS verification engagement?
Preparing for a GIPS verification begins with ensuring that policies, procedures, composite records, and performance calculations are complete,Ā accurate, and well documented. Firms should review their compliance program, address any known gaps, organize supporting documentation, and confirm that required disclosures are up to date. Conducting a readiness assessment before verification can helpĀ identifyĀ issues early and create a more efficient verification process.
What are the benefits of using a third-party provider for GIPS compliance management?
Working with a third-party GIPS compliance provider gives firms access to specializedĀ expertiseĀ while reducing the internal resources required toĀ maintainĀ compliance.Ā Outsourcing can improve operational efficiency, strengthen consistency in performance reporting, reduce compliance risk, and help firms stay current with changes to the GIPS standards.Ā It also allows internal teams to focus on core investment and client service activities whileĀ maintainingĀ confidence in their compliance program.
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