What compliance functions can ACA support through Managed Services?

AML due diligence, sanctions screening, marketing review, and core compliance task execution.

Can ACA help firms manage global AML onboarding and screening requirements?

Yes—covering due diligence, onboarding, screening, and monitoring to meet global AML standards.

How does ACA support Marketing and Financial Promotions review?

By reviewing pitchbooks, emails, and other content for SEC, FCA, and ESMA compliance.

What is included in core compliance task outsourcing?

Regulatory calendar execution, compliance tracking, policy reviews, and flexible staffing.

Can ACA provide temporary compliance staff or secondments?

Yes—short-term and ongoing secondments to fill key compliance roles.

How do firms maintain control while outsourcing compliance tasks?

Firms retain final oversight and decision-making while ACA executes tasks per their policies.

What systems does ACA use to deliver its services?

Services run on ACA’s ComplianceAlpha ® platform or within clients’ existing systems.

Does ACA support multi-jurisdictional compliance teams?

Yes—structured to handle U.S., U.K., and EU regulatory frameworks.

How does ACA ensure consistent execution across compliance tasks?

Standardized procedures and escalation logic ensure repeatable, policy-aligned work.

Home Advisory Investment Performance Ongoing Performance Consulting

Performance Consulting for Long-Term Goals

Customized guidance for investment performance and data analytics.

Navigating the complexities of investment performance reporting requires more than just technical expertise; it demands ongoing education, tailored support, and a deep understanding of evolving standards. ACA’s tailored guidance and training services provide your team with the tools and insights needed to confidently manage investment performance and data analytics. Whether you’re building internal capabilities or preparing for external scrutiny, ACA delivers hands-on support that fits your firm’s unique needs.

Is your team equipped to manage performance reporting with confidence and accuracy? Partner with ACA for customized training and expert guidance that strengthens your investment performance operations and reporting capabilities.

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Performance Calculations and Reporting Excellence

ACA’s tailored guidance and training services are designed to meet firms where they are, whether just beginning their performance journey or refining mature reporting frameworks. Our experts partner with clients to elevate their performance operations, ensuring alignment with industry standards, regulatory expectations, and strategic goals. Below are examples of how we support firms at various stages of their performance and operations journey:

GIPS-Related Performance Training

ACA offers customized training sessions that demystify performance calculations and the Global Investment Performance Standards (GIPS^®). These sessions are ideal for teams looking to deepen their understanding of industry benchmarks and build internal expertise.

Hourly Consulting Support

Gain flexible, on-demand access to ACA’s performance specialists for ad hoc questions, strategic guidance, or troubleshooting. This model is perfect for firms that need expert input without committing to a long-term engagement.

Review of Current Performance Framework

ACA conducts a comprehensive assessment of your existing performance calculation methodologies. We provide actionable recommendations to ensure your framework aligns with the SEC Marketing Rule requirements, GIPS^® standards, and industry best practices, to mitigate risk and enhance credibility.

Strategic Review of Performance Methodologies

ACA provides guidance on calculation methodologies. We assess whether they reflect industry best practices, meet SEC marketing rules and GIPS standards, and more.

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Learn why the industry’s most well-known firms choose to partner with us. Build a custom performance plan aligned with your firm’s compliance goals.

Expert-Led Performance Consulting

ACA’s tailored guidance and training services offer three key advantages:

Independent Expertise

Gain confidence through third-party validation of your controls, disclosures, and methodologies, aligned with industry’s best practices.

Customized Scopes

Receive training and consulting tailored to your firm’s structure, systems, and goals, including in-depth reviews of data, records, and governance.

Peer-Informed Insights

Benefit from ACA’s experience with over 6,300 clients, bringing real-world knowledge and benchmarking to your compliance program.