Performance Services

Global Investment Performance Standards (GIPS®) compliance and investment performance services

We are the largest team in the world providing GIPS standards verification and related 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.

CONNECT WITH US


CONNECT WITH US


ACA works with 67% of the Top 100 GIPS-Compliant firms

We have the largest market share of verified firms in P&I's Top 100 list.

(P&I top 100 list compared to the eVestment database as of 12/31/2021)

Our solutions

GIPS Compliance Services
  • Pre-Compliance Consulting: Expert advice needed to bring your firm into compliance with the GIPS standards
  • Firm-wide Verification: Independent review of your firm’s claim of GIPS compliance
  • Performance Examination: In addition to a firm-wide verification, a composite-specific review can be performed
  • 2020 GIPS Compliance Gap Analysis: Assistance in assessing the impact of the 2020 GIPS standards for your firm
Focused Performance Reviews
  • In-depth review of data, methodologies, records, controls, and disclosures to support calculating investment performance
  • Assistance with the execution of the firm's compliance program
  • Includes review of calculation methodologies for internal rate of return (IRR) for investments or funds in accordance with FINRA Regulatory Notice 20-21
  • Results in a summary report to management, including findings and recommendations, in accordance with regulatory requirements and industry leading practices
Performance Certifications
  • Review and examination of input data, methodologies, and assumptions used to support an investment performance track record
  • Provides assurance and lends credibility to the underlying track record
  • Results in customized performance certification report provided by ACA to the firm which may be used in marketing efforts
  • Visualize how outliers impact overall composite performance
  • Determine which composites are reasonable to pass on and which have issues that may need addressed before marketing performance
  • Establish procedures to monitor portfolio managers and financial advisors to ensure management of the portfolio is adhering to the stated strategy
  • Ensure any 'related performance' is not materially higher than that of a composite for the same strategy and in accordance with the SEC's new Marketing Rule

Outsource complex performance measurement and reporting functions to balance your reporting commitments with monetary and time budgets. Our team can support with:

  • Portfolio and fund performance calculations
  • Composite management and performance calculations
  • GIPS compliance oversight and verification management
  • Calculate risk and other performance related statistics
  • Gross and net money weighted return calculations (fund and deal level IRRs)
  • Performance advisory
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Why work with us?

Focused Approach

Client feedback supports tailored focused approach to client service​

In-House Regulatory and Performance Experience

Ability to leverage in-house regulatory and performance experience

Quality Service Provider

Highly proven institutional quality service provider meeting the most stringent due diligence​

Dedicated Teams

Unique culture yields low turnover retaining dedicated, consistent teams year over year​

Unmatched Thought Leadership

Unmatched contribution to thought leadership and volunteer efforts with various industry associations

Proprietary Technology

Extensive investments in proprietary technology to optimize efficiencies in client workflow

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On demand webcast

The New Marketing Rule: A Focus on Performance

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.

Expert Consulting and Verification Services

For over two decades, ACA has earned the trust of our clients by offering expert consulting and verification services. Find out why most firms trust ACA for their GIPS compliance services.

 

Our leadership team

Karen Foley Headshot

Karen Foley

Head of Performance Services
Chase Frei

Chase Frei

Partner, Performance Services
Greg Hogan

Greg Hogan

Partner, Performance Services
Julia Reyes

Julia Reyes

Partner, Performance Services
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News

Celebrating Black History Month at ACA: African Americans and the Arts

ACA proudly joins in the celebration of Black History Month. This year, our spotlight shines on the theme "African Americans and the Arts," a rich tapestry of culture, expression, and resilience.

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ACA is thrilled to announce that it has been recognized once again as a RegTech100 company for 2024 by RegTech Analyst.

ACA Launches ESG Portfolio Monitoring for Private Markets

Introducing ACA Vantage for ESG; a straightforward and comprehensive solution to track and analyze ESG data, and support PE, private credit, and leveraged loan portfolios.

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