In today’s complex and competitive investment landscape, investment firms must navigate various challenges that can affect investment performance programs. Join us as we explore the value of engaging a third-party service provider to oversee and manage investment performance programs. We will discuss how this approach has become a highly effective strategy for addressing industry challenges and driving success in a competitive environment.
Discussion topics:
Drawing on our expertise in building out investment performance programs, this webcast will address:
- The challenges investment firms face and how third-party performance experts can address and mitigate them
- The benefits of partnering with a third-party service provider for investment performance program management
- Best practices for engaging a third-party service provider, including defining clear objectives and expectations, performing thorough due diligence, and fostering collaborative relationships
- How to maximize the benefits of engaging a third-party service provider, including enhanced quality and accuracy of investment performance programs, improved risk mitigation, and the ability to navigate the complexities of a regulated investment landscape.
Secure your virtual seat at this informative webcast to gain insights from performance experts and learn how engaging a third-party service provider can help investment firms overcome challenges and thrive in an ever-evolving investment landscape. Don’t miss this opportunity to discover the benefits of partnering with a reputable service provider and take your investment performance program to the next level. Register now to reserve your spot.
Speakers
- Breanna Pollard J.D., Director, ACA’s Performance Services
- Travis Morgan, CFA, CIPM, Managing Director, ACA’s Performance Services