Global Investment Performance Standards (GIPS®) compliance and investment performance services
Our team — comprised of more than 60 professionals with extensive performance experience — provides GIPS standards verification and consulting services to investment managers around the globe.
Join ACA and K&L Gates for a detailed explanation of the specific performance requirements of the new Marketing Rule, how they differ from prior no-action letters, and what steps a firm should take now in order to be ready by the deadline.
Our unique perspective is informed by our real-world experience, deep subject matter expertise, and extensive client network.
In addition to developing marketing materials and ensuring appropriate disclosures, firms must ensure that the performance being generated truly reflects the fund or strategy being offered.
As February quickly moves into March, firms are looking to begin or finalize the updates needed for the GIPS Reports so that they can market 2020 performance results. Below is a checklist to help determine if your firm has considered all the items needed to ‘flip the switch’ over to the 2020 GIPS standards.
Karen co-heads ACA's performance services practice and is responsible for growing and developing the practice.
Richard co-heads ACA's performance services practice and is responsible for growing and developing the practice.
Christie oversees the sales department and all new-client onboarding for ACA’s performance services practice.
Chase provides oversight on ACA's GIPS standards verifications and other investment performance engagements for traditional and alternative investment managers.
Greg provides oversight on ACA's GIPS standards verifications, investment performance engagements, and service and delivery initiatives for the performance services practice.
Julia provides oversight on ACA's GIPS standards verifications, investment performance engagements, and thought leadership for the performance services practice.
ACA Group announced today that ACA Aponix® is the recipient of the Accounting/Due Diligence Firm of the Year in the 20th Annual M&A Advisor Awards. The M&A Advisor Awards are the benchmark for dealmaking excellence, recognizing the leading M&A Transactions, Restructurings, Deal Financings, Product/ Services, Firms, and Professionals.
ACA is delighted to be counted among the 100 most innovative RegTech companies in the financial industry.
ACA is honored to be voted Best Regulatory Consultancy - North America in the RegTech Insight Awards 2021 USA.
The regulator is clear, you and your team must review your competence and training needs regularly. This course is designed specifically to assist all staff in meeting and staying up to date with their statutory and regulatory obligations.
Financial services providers that hold or control client money or assets must follow specific rules outlined in the Financial Conduct Authority’s (FCA) Clients Assets Sourcebook (CASS). This course is specifically designed to assist teams in dealing with client money audits and the client assets report, as well as helping them stay up to date with statutory and regulatory obligations in this complicated area.
We've again partnered with the National Society of Compliance Professionals (NSCP) to provide financial services firms with an opportunity to gain insight into cybersecurity compliance programs. Join us as we present the results of the survey.