Mitigate Risks Associated with Composite Maintenance using ACA’s Performance Analytics Services Dashboard

Date
May 04, 2021
Time
11:00am - 12:00pm EDT
Type
Webcast

Join us as we introduce ACA’s Performance Analytics Services (PAS) dashboard and how it can support firms like yours with creating and maintaining a robust process which mitigates risk while freeing up valuable time.

Register

We’re excited to introduce ACA’s Performance Analytics Services (PAS) dashboard to support firms like yours with creating and maintaining a robust process which mitigates risk while freeing up valuable time.

The construction of composites and the associated oversight comes with various ongoing risks that firms struggle to appropriately mitigate due to lack of data and limited internal resources. These risks are difficult to mitigate without access to accurate information and appropriate technology. Even with access, the need to understand the data can play an even more important role.

With the SEC's new Marketing Rule coming into effect next year, more firms will be expected to present composite performance or complete an analysis of their related performance to ensure that they are not overstating performance.

Discussion topics

In particular, this webcast will address:

  • Risks associated with strategy adherence, benchmark appropriateness, and outlier analysis
  • Common composite review practices
  • Incorporating performance analytics
  • SEC’s new Marketing Rule
  • Introducing ACA’s PAS dashboard

All webcasts are recorded and sent to registrants following the live event.