Outsource Your Key Performance Tasks

Performance support that scales with your needs.

Investment performance teams today face mounting pressure to deliver accurate, timely, and defensible results—often with limited internal resources. From complex return calculations and composite maintenance to investor reporting and regulatory alignment, the demands are high, and timelines are tight.

ACA’s Task-Based Performance Outsourcing provides flexible, expert-led support to help firms meet these challenges head-on. Whether you need help with a one-time project or ongoing assistance across specific performance functions, our team of 80+ seasoned investment performance professionals integrates seamlessly into your operations—delivering institutional-grade expertise without the overhead of building out internal infrastructure.

Curious to see if outsourcing tasks will improve your firm’s efficiency? Schedule a consultation. 

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What Do You Need Help With?

Our task-based services are designed to meet your firm where it is—providing high-quality, on-demand support across the performance lifecycle:

We provide performance calculations and comprehensive reporting to ensure accuracy and transparency in your investment performance data. In addition, we analyze and report key performance characteristics and risk metrics, helping you better understand and communicate your portfolio’s risk-return profile.

We assist in generating performance data for marketing materials and responding to due diligence questionnaires, ensuring that all information is accurate, comprehensive, and aligned with industry standards and regulatory expectations.

Fill temporary gaps with experienced investment performance professionals who can step in quickly and operate within your existing framework. 

Creation, maintenance, and review of composites to support Regulatory and/or GIPS® compliance and consistent reporting.

We will conduct a thorough review and analysis of your management and performance fees calculation process to ensure accuracy, compliance with industry best practices, and identify areas for potential improvement.

Not Sure Which Solution You Need?

Book a call with one of our specialists. They will guide you through the investment performance support services available and help you build a plan perfect for your needs. 

Optimize Your Investment Performance Practices With ACA

Looking to go a step further? Our Investment Performance Advisory 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’s Key Performance Task Outsourcing helps firms offload critical performance and operational responsibilities—without sacrificing accuracy, transparency, or compliance. By combining deep subject-matter expertise, regulatory insight, and operational precision, we enable firms to scale efficiently, reduce internal burden, and meet stakeholder expectations with confidence.

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. 

Let’s lighten the lift on your compliance team. Talk to us about how our Investment Performance and Operations Support services can help your firm. 

FAQs

Outsource Your Key Performance Tasks

Outsourcing performance tasks allows your organization to delegate time-consuming, specialized functions—like data analysis, reporting, and benchmarking—to experts. This frees up internal resources, ensures accuracy, and enhances strategic decision-making.

  • Access to specialized expertise and tools
  • Improved accuracy and consistency in performance reporting
  • Cost savings on staffing and technology
  • Scalable support as your business grows
  • Enhanced compliance with industry standards

If your team struggles with bandwidth, lacks in-house expertise, or needs to meet complex regulatory or client reporting requirements, outsourcing may be the right solution. A needs assessment can help clarify this.

Outsourcing is permitted by regulators, provided oversight and accountability are maintained. ACA ensures all outsourced professionals are qualified, well-supported, and aligned with your firm’s regulatory obligations.

These services typically operate as an extension of your team, using collaborative tools, shared dashboards, and regular check-ins to ensure alignment and transparency.

Look for a provider with industry experience, customizable solutions, strong references, and a clear understanding of your regulatory environment and business goals.

Yes. Providers like ACA monitor industry standards and regulatory changes and adjust their services accordingly, helping you stay compliant and informed.

Investment firms, wealth managers, asset managers, hedge funds, private market firms, and other financial institutions require accurate, timely, and compliant performance reporting and analysis.

Chief Financial Officers, Chief Compliance Officers, Heads of Operations, and Performance or Risk Managers often lead the engagement, especially when seeking to improve efficiency and regulatory alignment.

Implementation timelines vary, but ACA typically offers a streamlined onboarding process that can begin delivering results within a few weeks, depending on complexity.

Absolutely. ACA customizes its services to meet the regulatory requirements of different jurisdictions and industries.

Yes. ACA’s services are designed to integrate with most performance platforms, ensuring seamless data exchange and minimal disruption.

Reach out to ACA for a consultation. They’ll evaluate your current processes, identify areas for improvement, and propose a tailored outsourcing solution.

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