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Independent Performance Certification
Independent validation for investment track records.
In today’s competitive investment environment, a credible performance track record is essential. ACA’s Performance Certification Service provides independent third-party validation of your firm’s performance data, methodologies, and assumptions, helping you meet investor expectations and stand out in the marketplace.
Is your performance track record investor-ready? Partner with ACA to ensure it is.
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Performance Certification That Delivers
Our Performance Certification Services comprise a tailored review designed to validate the integrity of your performance reporting. We examine the full lifecycle of your performance data to ensure it aligns with your disclosed methodologies.
Input Data
Achieve accuracy and consistency of data entry.
Calculation Methodologies
Help align firm policies.
Assumptions
Discover reasonable and transparent insights.
Return Linking
Maintain proper aggregation of period returns.
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Learn why the industry’s most well-known firms choose to partner with us. Request a tailored performance certification consultation today.
Verified Performance, Lower Risk Exposure, and Enhanced Governance
Choosing ACA’s Focused Performance Review means partnering with a team that understands the regulatory landscape and the operational challenges of performance reporting. Our Performance Certification helps your firm:
Enhance Credibility
Demonstrate a verified, supportable track record that meets institutional due diligence standards and builds investor confidence.
Mitigate Regulatory Risk
Reduce exposure by ensuring your performance reporting is accurate, consistent, and aligned with the SEC, FINRA, and/or Global Investment Performance Standards (GIPS) requirements.
Strengthen Internal Controls
Improve governance and operational flexibility by identifying gaps and optimizing your performance reporting processes.
Expand Access
Meet requirements for institutional platforms and due diligence.
FAQs
What is ACA’s Performance Certification Service and why is it important?
ACA’s Performance Certification provides independent validation of your firm’s investment track record, ensuring your performance data, methodologies, and assumptions are credible, and aligned with industry standards. This helps build investor trust and meet institutional due diligence requirements.
What areas does ACA review during the performance certification process?
Our tailored review covers the full lifecycle of your performance data, including input accuracy, calculation methodologies, transparency of assumptions, and proper return linking. Each component is assessed for consistency with disclosed policies and regulatory expectations.
How does ACA’s certification help mitigate regulatory risk?
By validating the integrity of your performance reporting and identifying gaps in internal controls, ACA helps reduce exposure to regulatory scrutiny—especially in areas related to misleading disclosures or inconsistent data usage across platforms.
Can ACA’s Performance Certification support firms not fully aligned with GIPS® standards?
Yes. ACA’s flexible approach allows firms to engage outside the scope of GIPS® while still benefiting from rigorous, third-party validation. This enables broader access to institutional platforms and investor opportunities.
What makes ACA’s certification process stand out in the industry?
ACA has the largest team of investment performance professionals globally, offering unmatched expertise across asset classes and firm types. Our certification process is efficient, thorough, and customized to meet your firm’s unique needs.
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