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Investment Performance and Operations Support
Flexible, outsourced solutions for investment performance, reporting, and operations.
ACA Group’s Managed Investment Performance Service helps investment firms address increasing demands for accurate, timely, and consistent performance reporting while managing complex fund structures and evolving investor and regulatory expectations. Our investment performance specialists help firms:
- Outsource investment performance: Access full outsourcing or targeted support for investment performance calculations and operations.
- Calculate and validate performance: Strengthen the accuracy and consistency of key investment performance metrics.
- Enhance investor reporting: Prepare performance data for client reporting, marketing materials, fundraising, and due diligence.
- Support GIPS® compliance: Navigate the Global Investment Performance Standards (GIPS) and related performance requirements.
- Scale performance operations: Access specialist expertise and flexible support as your firm’s operational needs evolve.
Need support with investment performance, GIPS compliance, or investor reporting? Complete the form to discuss your investment performance and operations needs with our specialists.
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What Do You Need Help With?
ACA’s Managed Investment Performance Service are designed to meet firms where they are—offering scalable support across the full performance lifecycle:
Outsourced Managed Investment Performance Service
GIPS® Standards Compliance Support
Key Performance Task Outsourcing
Private Fund Fundraising and Reporting Support
Not Sure Where To Start?
Book a call with one of our specialists. They will guide you through the outsourced investment performance and data analytics services available and help you build a plan that fits your needs.
Optimize Your Investment Performance Practices With ACA
Looking to go a step further? Our Investment Performance Managed Services provide tailored guidance to help you refine your performance strategy, enhance internal processes, and stay ahead of evolving investor and regulatory expectations.
Whether you need day-to-day execution or high-level advisory, ACA brings the expertise to help you optimize every aspect of your investment performance program.
Why ACA?
ACA helps investment teams streamline performance operations without compromising accuracy, transparency, or compliance. Our Investment Performance and Operational Support services combine deep subject-matter expertise, regulatory insight, and operational precision to help you scale efficiently and meet expectations.
Reduce Internal Burden
Rely on a team that works within your systems to take on time-consuming tasks and free up internal capacity.
Improve Consistency and Execution
Bring structure and follow-through to core activities with support that aligns with your program.
Stay Ahead of Regulatory Demands
Tap into a team that monitors changing rules and expectations, so your program stays responsive and up-to-date.
Performance Experts with Low Upfront Costs
Cut the cost of recruiting, onboarding, training, and retaining.
Large Peer Network
Extensive industry knowledge, regulatory expertise, and technical skills.
Let’s lighten the lift on your performance team. Talk to us about how ACA’s Investment Performance and Operational Support services can support your firm.
FAQs
Investment Performance and Operations Support
What performance tasks can ACA’s Investment Performance and Operations Support manage on our behalf?
ACA can handle a wide range of tasks including internal rate of return (IRR) calculations, composite management, investor and fund-level reporting, GIPS standards compliance support, marketing and DDQ performance data, and detailed fee calculations. We also offer full outsourcing of the Managed Investment Performance Service function.
How does ACA ensure compliance with the SEC Marketing Rule and FINRA RN 20-21?
Our team conducts detailed reviews of internal rate of return (IRR) methodologies, performance metrics, and disclosures to ensure alignment with GIPS standards and regulatory expectations. We also offer performance certifications and focused reviews to support compliant fundraising and marketing.
What’s the difference between ACA’s Managed Services and Advisory Services?
Managed Services provide hands-on execution and operational support for performance-related tasks. Advisory Services offer strategic guidance, policy development, and best practice consulting. Many clients benefit from a hybrid approach that combines both.
Can ACA help us prepare for or maintain GIPS Standards compliance?
Yes. ACA is the global leader in GIPS standards compliance consulting and verification. We offer everything from feasibility studies and policy development to full outsourcing of GIPS compliance program management and annual verification.
How does ACA support private fund managers during fundraising?
We help firms build and validate performance track records, align reporting with ILPA and investor expectations, and ensure compliance with SEC and Financial Industry Regulatory Authority (FINRA) rules. Our services are especially valuable when fundraising through bank platforms or responding to due diligence requests.
What makes ACA’s investment performance services different from other providers?
ACA combines the industry’s largest team of GIPS standards professionals with deep regulatory expertise and hands-on managed services. Our integrated approach ensures both strategic oversight and day-to-day execution, tailored to your firm’s needs.
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