Home Managed Services Outsourced Head of Performance
Outsource Your Head of Investment Performance with Confidence
Executive-level leadership for performance, compliance, and reporting.
ACA’s Outsourced Head of Investment Performance service provides senior-level expertise to lead and manage your firm’s performance measurement and reporting functions. From overseeing daily workflows and managing performance data to supporting investor reporting and internal reviews, our professionals integrate directly with your team to provide continuity, accountability, and deep technical knowledge.
With ACA, you gain access to one of the industry’s largest teams of performance specialists, peer benchmarking insights, and scalable solutions tailored to your firm’s operational needs. Whether you’re a growing firm without a dedicated performance team or an established manager looking to scale efficiently, OHOP offers hands-on expertise without the cost and complexity of building a full in-house function.
Ready to elevate your performance oversight without expanding your headcount? Schedule a consultation.
Get more information
What Do You Need Help With?
ACA’s Outsourced Head of Investment Performance services are designed to meet your firm where it is—whether you’re building a performance program from the ground up or need experienced leadership to manage an existing one. We provide full oversight of the performance function, integrating directly with your team to lead reporting, calculations, and coordination across stakeholders. As your Outsourced Head of Investment Performance, ACA manages the performance reporting function end to end:
We will support the calculation and validation of account, composite, and fund returns, as well as other data analytics such as risk statistics, portfolio characteristics, attribution, and contribution.
Data gathering, normalization, and quality checks across multiple systems.
Composite maintenance, disclosure updates, policy development, and verifier coordination.
Ensure that performance data in pitchbooks, fact sheets, and investor reports is accurate and compliant with relevant standards.
Quarterly and annual fund-level and client-specific reporting tailored to meet investor expectations.
Educate internal teams on performance workflows, underlying assumptions, and applicable regulatory standards.
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 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?
As a leading provider of investment performance-focused services to investment managers worldwide, ACA offers Outsourced Head of Investment Performance solutions to help firms navigate complex reporting, GIPS® compliance, and performance measurement challenges. Backed by deep subject-matter expertise, a commitment to quality, and a client-first approach, ACA delivers executive-level leadership that investment managers, hedge funds, and financial institutions trust to maintain accuracy and regulatory alignment.
ACA’s performance professionals integrate seamlessly into your workflows and tools—becoming an extension of your operations. We offer flexible delivery models tailored to your firm’s size, structure, and growth stage, ensuring our solutions evolve with your business needs.
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 compliance team. Talk to us about how our Investment Performance and Operations Support services can help your firm.
FAQs
Outsourced Head of Performance
Why should I outsource a Head of Investment Performance?
Outsourcing the Head of Investment Performance role gives you access to senior-level expertise without the cost and commitment of a full-time executive. It’s ideal for firms needing strategic performance oversight, reporting, and optimization without building an in-house team.
What are the benefits of outsourcing a Head of Investment Performance?
- Executive-level insight and leadership
- Cost-effective access to specialized knowledge
- Scalable support aligned with business growth
- Objective, third-party perspective on performance metrics
- Enhanced reporting, benchmarking, and regulatory alignment
How do I know if an Outsourced Head of Investment Performance is right for my firm’s needs?
If your firm lacks in-house leadership in performance analytics or needs to improve reporting, governance, or regulatory compliance, an outsourced Head of Performance can fill that gap effectively and flexibly.
Are there regulatory risks associated with outsourcing a Head of Investment Performance?
There can be, especially in regulated industries. However, experienced providers like ACA mitigate these risks by ensuring compliance with industry standards and maintaining rigorous documentation and oversight.
How does an Outsourced Head of Investment Performance service integrate with my existing team?
The Outsourced Head of Investment Performance typically works closely with your internal teams, participating in strategic meetings, overseeing reporting processes, and aligning performance initiatives with business goals.
How do I ensure that an Outsourced Head of Investment Performance is the right fit for my company?
Evaluate the provider’s experience, industry knowledge, communication style, and ability to align with your company’s culture and strategic objectives.
Will an Outsourced Head of Investment Performance support keep my company up to date on changing regulations?
Yes. A qualified Outsourced Head of Investment Performance will monitor regulatory developments and ensure your performance reporting and processes remain compliant.
What types of firms use ACA’s Outsourced Head of Investment Performance?
Typically, asset managers, wealth managers, hedge funds, private markets firms, and other financial institutions require high-level performance oversight but may not have the internal resources to support a full-time executive.
Who typically engages ACA for Outsourced Head of Investment Performance support?
Chief Operating Officers, Chief Financial Officers, and Managing Partners often initiate these engagements to strengthen leadership in performance strategy and reporting.
How quickly can ACA’s Outsourced Head of Investment Performance services be implemented?
ACA can typically onboard and begin delivering value within a few weeks, depending on the complexity of your current performance infrastructure.
Can ACA’s Outsourced Head of Investment Performance services be tailored to specific regulations or jurisdictions?
Absolutely. ACA customizes its services to align with the regulatory requirements of your operating jurisdictions and industry standards.
Can ACA’s Outsourced Head of Investment Performance integrate with existing operations technology?
Yes. ACA’s professionals are experienced in working with a wide range of performance platforms, ensuring seamless integration.
What should I do if I’m interested in outsourcing a Head of Investment Performance?
Contact ACA for a consultation. They’ll assess your current performance management needs and propose a tailored solution that aligns with your goals.
Learn from our experts
Acquisition underscores ACA’s commitment to deliver technology-driven client solutions New York – April 14, 2025 …
We’re pleased to announce the launch of our new live webcast series “Building a Gold …
The U.S. Securities and Exchange Commission’s (SEC’s) Division of Examinations (EXAMS) announced in March its …
Expanding your international presence and setting up in a new jurisdiction may feel daunting, but …
Washington, DC (July 16, 2024) – Advisers’ concerns of off-channel communications eclipsed the Marketing Rule …
Carlo di Florio, Global Advisory Leader at ACA Group, recently joined Nasdaq TradeTalks to share …