Company: Private Credit Manager
Location: U.S.
Industry: Private Credit
Challenge
Manual Processes Threaten Growth and Compliance
The firm needed to build credible, compliant performance track records to support investor conversations and capital raising. However, performance calculations were handled manually by a single controller in Excel, raising concerns about scalability, audit readiness, and compliance with the SEC Marketing Rule. With tight timelines to bring new products to market, the firm required a scalable, expert-led solution to meet regulatory and investor expectations.
Solution
ACA as the Outsourced Head of Investment Performance
The firm engaged ACA’s Managed Performance Services to serve as its outsourced Head of Investment Performance. ACA delivered:
- Assessment and compliance alignment: Conducted a comprehensive review of the firm’s existing performance workflows and data integrity. Delivered a future-state framework aligned with the SEC Marketing Rule and institutional investor standards.
- Track record buildout and ongoing management: Built performance track records from the ground up. ACA now manages ongoing performance calculations, composite membership, and marketing support, ensuring scalability, compliance, and investor-readiness.
Results
Scalable Growth with Confidence
By partnering with ACA, the firm unlocked measurable business value, transforming performance reporting into a catalyst for growth, compliance, and investor trust.
- Enhanced investor confidence: Delivered reliable, compliant performance data that built trust and supported fundraising efforts.
- Regulatory and operational efficiency: Ensured SEC Marketing Rule compliance and streamlined reporting processes, freeing internal teams to focus on strategic growth.
- Accelerated market entry: Enabled rapid expansion into new products and markets with a flexible, outsourced performance solution.
Conclusion
A Foundation for Scalable Success
By outsourcing performance management to ACA, the firm gained a reliable partner to support its growth strategy. With compliant, investor-ready performance data and streamlined operations, the firm is now well positioned to scale into new markets and products without compromising quality or compliance.
How We Help
ACA’s Managed Performance Services are designed to help financial firms scale with confidence. Whether acting as an extension of your team or as your outsourced Head of Performance, ACA delivers the expertise, technology, and regulatory insight to help you grow with confidence.
Let’s discuss how ACA can support your performance reporting and help your firm scale.