The Credit Manager’s Path to Compliance with the Global Investment Performance Standards

In a competitive investment environment, credit managers are under increasing pressure to deliver more than just returns; they’re expected to provide transparency, consistency, and credibility in their performance reporting. That’s where the Global Investment Performance Standards (GIPS®) come in.

Far from being a regulatory burden, GIPS® compliance offers a strategic edge. It signals to institutional investors that your firm is committed to best practices and industry-recognized standards. For credit managers, this can be a powerful differentiator in a crowded market.

At ACA, we believe that GIPS® compliance is more attainable than many credit managers realize. Our latest white paper, “Demystifying GIPS<sup>®</sup>️: A Clear Path for Credit Managers,” breaks down the process and provides actionable insights to help firms get started.

Inside the paper, you’ll discover:

  • How to properly define your firm and establish discretion.
  • Key distinctions between composite and pooled fund reporting.
  • Performance calculation best practices for CLOs and private credit.
  • How FINRA’s IRR requirements align with GIPS® standards.

Whether you’re exploring compliance for the first time or looking to refine your current approach, this resource offers a clear roadmap to help you move forward with confidence.

Ready to elevate your performance reporting?

Learn More About GIPS Compliance for Credit Managers

Our experts hosted a webcast outlining real-world solutions to overcome common challenges credit managers often face when obtaining GIPS compliance. Watch our webcast, Practical Guidance to Navigate Investment Performance for Credit Strategies, to learn more.