Performance Presentation and Compliance Control for Model Delivery Program

May 15, 2020
On Demand

Your desk!


This webcast is a part of ACA's free Spring Conference Webcast Series. In response to the impact the coronavirus (COVID-19) pandemic is having on our clients and the financial services industry, ACA has launched our Spring 2020 Compliance and Performance Conference in a virtual format.

On Demand

The demand and appetite for model portfolios is rapidly increasing among investment advisors. Some of the largest firms in the industry are assessing plans to host a model marketplace, provide models to existing platforms, or both. As a result, many platforms are requiring model providers to either be GIPS® verified or obtain an independent third-party audit of the models.

In this session, panelists discuss best practices regarding risk mitigation and ways to ensure products are accepted on the growing number of platforms.