Portfolio BI (“PBI”), a data solutions and cloud infrastructure services provider for alternative asset managers, and ACA Group (“ACA”), a leading governance, risk, investment performance, and compliance advisor in financial services, announced a strategic partnership to deliver a seamless, integrated performance measurement and oversight solution for asset managers and institutional investment firms.
The partnership combines PBI Vector, PBI’s enterprise SaaS platform for centralized data management and analytics, with ACA’s investment performance expertise to create a coordinated operating model for performance calculation, validation, and reporting. The unified approach is designed to support firms facing increased performance complexity, growing regulatory expectations, and heightened investor transparency demands.
“The future of investment performance is integrated, scalable, and service-enabled,” said Chase Frei, Partner and Head of Performance at ACA Group. “Through this partnership with Portfolio BI, we’re helping managers move beyond fragmented tools and manual processes toward a modern operating model that supports growth, evolving regulations, and higher expectations from investors and regulators alike.”
“Through our partnership with ACA, we are addressing a fundamental issue for investment managers: the need for accurate, well-governed data to support performance measurement and compliance. As requirements evolve, this collaboration will help firms reduce risk and maintain trust through more reliable and transparent reporting,” Jonathan White, CEO of Portfolio BI shared.
The combined offering supports:
- Performance oversight and reporting support: Independent specialists who strengthen the governance, accuracy, and consistency of performance calculations, disclosures, and reporting workflows.
- Operational efficiency: Reduces reliance on costly in-house performance functions by streamlining processes and consolidating technology and service providers.
- Faster time to market: Enables clients to generate, validate, and approve performance content more quickly while maintaining strong governance and auditability.
- Scalable solutions: Supports growth by combining PBI’s technology infrastructure with ACA’s specialized expertise, empowering firms to expand without compromising data integrity or compliance rigor.
- Enhanced accuracy and compliance: Ensures performance measurement and reporting adhere to regulatory and industry best practices, reducing risk and strengthening stakeholder confidence.
Through the PBI–ACA partnership, teams can centralize governed data, streamline workflows, enhance auditability and lineage, and apply consistent oversight across calculations and disclosures.
About PBI
Portfolio BI (PBI) provides front-to-back-office investment management software and public cloud infrastructure services to the global investment management industry. PBI’s flagship products and services, PBI Axiom Nova, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. Over 175 top-tier hedge funds, asset managers, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years.
PBI Vector delivers aggregated, consistent security, trading, position, and pricing data to improve performance measurement, strengthen data governance, reduce risk, and increase operational efficiency with a low total cost of ownership. By consolidating front-, middle-, and back-office data into a centralized platform, Vector enables accurate internal and external reporting.
For more information, visit www.portfoliobi.com.
About ACA Group
ACA Group (ACA) is the leading governance, risk, and compliance (GRC) advisor in financial services. For over 20 years, we’ve empowered our clients to launch, grow, and protect their business. Our global team of 1,400 employees includes former regulators and practitioners with a deep understanding of the regulatory landscape. Our innovative approach integrates advisory, managed services, distribution solutions, and analytics with our ComplianceAlpha® technology platform. ACA offers a comprehensive suite of advisory and managed services designed to address complex challenges across investment performance, data analytics, regulatory compliance, and investor reporting.
ACA’s Performance Services team empowers investment managers to optimize performance, streamline operations, and meet evolving regulatory and investor demands. With a dedicated team of over 80 investment performance professionals, ACA delivers tailored solutions across asset classes and geographies.
For more information, visit www.acaglobal.com.
ACA Media Contact
Gregory
aca@gregoryagency.com