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.
Our unique perspective is informed by our real-world experience, deep subject matter expertise, and extensive client network.
The CFA Institute and ACA Group hosted a roundtable on Deal Level Net Performance Methodologies. We outline our insights into the potential solutions around deal level net performance.
We’ve put together responses for some of the most common questions we get asked to help your firm meet the requirements of the Marketing Rule.
This white paper outlines the increased importance for private equity firms to claim GIPS compliance and takes firms through the various requirements.
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.
ACA is proud to celebrate Hispanic Heritage Month from September 15 - October 15 alongside our Hispanic/Latinx Organization for Leadership and Advancement (HOLA) Employee Resource Group (ERG)!
New partnership with LeapXpert will help financial firms surveil multiple messaging channels to meet client expectations while ensuring regulatory compliance.
The 2023 Investment Management Compliance Testing Survey results reveal marketing is still the top compliance concern. Cybersecurity and electronic communications follow closely behind.
This webcast will dig in to the new requirements for quarterly investor reporting, how it impacts firms, and provide actionable steps for compliance with these new requirements.