Background
Enhancing Performance Oversight During Rapid Growth
A leading UK-based alternative asset manager sought to strengthen its investment performance reporting framework to support increased oversight for both clients and third-party advisers. Rising demand for timely, accurate, and defensible performance data, combined with limitations in internal systems, methodologies, and disclosure processes, created operational strain and elevated compliance risk.
The firm lacked sufficient expertise in performance calculation methodologies, regulatory disclosure requirements, and infrastructure capable of sustaining long-term scalability. These challenges heightened the likelihood of incomplete or non-compliant marketing disclosures, exposing the organisation to reputational and regulatory consequences. To address these issues whilst maintaining business continuity, the firm engaged ACA for our Managed Performance Oversight solutions.
Solutions
Establishing a Scalable and Compliant Performance Function
To resolve operational inefficiencies and ensure performance reporting integrity, ACA deployed a comprehensive set of solutions designed to bolster oversight, streamline processes, and support long-term growth.
Comprehensive Assessment and Guidance
To modernise the firm’s performance reporting framework, ACA conducted a full diagnostic of performance processes, disclosures, methodologies, and system utilisation. This assessment included an evaluation of calculation methodologies, governance standards, composite structures, data workflows, and operational treatment. ACA delivered targeted remediation recommendations and implemented streamlined workflow enhancements to support accuracy and efficiency.
Ongoing Performance Management
Following the assessment, ACA assumed the role of Managed Performance Oversight, covering end-to-end performance operations and managing all performance reporting and disclosure requirements. This ongoing partnership ensured consistent access to experienced performance specialists who could maintain operational continuity, oversee methodology application, and ensure alignment with evolving regulatory expectations.
Benefits
Improved Efficiency, Scalability, and Regulatory Confidence
By partnering with ACA, the firm gained a stable and resilient performance reporting function supported by deep expertise, strong governance frameworks, and scalable operational capacity.
Scalable Support
The organisation gained immediate access to a fully-dedicated team of performance specialists prepared to accommodate evolving business demands. This removed the need to source and maintain internal performance expertise during rapid growth or market fluctuations.
Accelerated Time-to-Market
ACA’s support enabled the firm to deliver timely and accurate performance reports, including data required by third-party adviser channels. A flexible outsourced model ensured faster delivery of high-quality performance information.
Regulatory and Operational Efficiency
ACA provided accurate, regulator-aligned performance reporting, while significantly reducing the internal burden of managing time-intensive performance tasks. The firm gained confidence that methodologies, disclosures, and oversight practices met regulatory expectations.
Alignment with ACA’s Performance Solutions Portfolio
To support long-term operational stability and meet the firm’s evolving needs, ACA leveraged key components of its specialised performance solutions portfolio. These offerings ensured consistency, defensibility, and scalability across all performance-related workflows.
Investment Performance Portability
ACA conducted detailed portability assessments to validate the continuity and defensibility of performance records during transitions. This work ensured that the firm’s performance history aligned with investor expectations and regulatory standards.
M&A Performance Due Diligence
As part of maintaining a robust performance governance environment, ACA applied its due diligence framework to review fee structures, performance calculations, methodologies, and disclosures. This provided the firm with the transparency needed to support informed decision-making in strategic contexts.
Centralised Performance Operations
By leveraging ACA’s centralised performance reporting and calculation resources, the firm gained a scalable, technology-enabled operating model. This allowed parent entities and internal teams to reduce operational burden, streamline reporting processes, and maintain high levels of accuracy and regulatory confidence.
From methodology validation to ongoing reporting support, ACA delivers reliable solutions that reduce risk and accelerate growth. Transform your performance operations with proven expertise.