Header for landing page

Thanks for stopping by!

Welcome! It was so nice to connect with you at the 27th Annual GIPS® Standards Conference in Chicago!

Below we've put together a few resources you may find valuable along with a collection of ACA's best guides, white papers, and checklists. Please enjoy this digital "swag" from ACA!

Simply click the links below to view and download our resources directly to your device!

White Paper

Completing the GIPS® Puzzle: A Global GIPS Compliant Firm Definition

The case for private markets to adopt the Global Investment Performance Standards (GIPS)

This white paper outlines:

  • Pros, cons, and common misconceptions of a move to adopting a global GIPS compliance firm definition, encompassing all divisions within the investment management firm
  • Advantages of the increased trend in GIPS compliance in the alternative asset space
  • Recent observations in redefining what is captured in the GIPS compliant firm
White Paper

Solving Investment Industry Challenges: The Strategic Role of Managed Performance Services

The investment industry is undergoing transformation due to technology, changing preferences, and regulations, while firms struggle with recruitment, compliance, and costs. Firms need efficient processes and technology adoption to reduce the burden on in-house resources.

In our recently released paper, we explore how some firms are solving these resource challenges by: 

  • Exploring the case for managed services – a form of outsourcing – to address contemporary industry trends and concerns that are making the investment landscape increasingly complex and competitive. 
  • Examining best practices investment managers should be aware of when utilizing a managed service provider to help ensure a successful relationship. 
  • Debunking common concerns, discovering best practices, and uncovering solutions to help firms overcome perceived challenges.  
  • Looking into real-scenario case studies to see how firms benefited from performance managed services. 

Industry Insights

The SEC recently released 650+ pages outlining the new rules and regulations. These present some of the most significant private funds regulatory reform since the Dodd Frank. Download our cheat sheet, which provides a simple guide to these complex new rules.

With a publish date in the Federal Register of September 14, 2023, the clock is ticking for private fund managers to comply. Download our timeline to get a clear understanding as to what’s required, and when.

We examine why Global Investment Performance Standards are no longer just a gold standard for the presentation of investment performance but can also aid advisers to meet new regulations.

The CFA Institute released an Exposure Draft Guidance Statement for OCIO Strategies to encourage more outsourced Chief Investment Officers to claim GIPS compliance, and asking for feedback ahead of November 20, 2023.

Learn how a large global investment manager leveraged a GRC firm’s expertise and resources to enable the company to overcome its complex challenges and improve its investment performance program while maintaining a high level of compliance with the GIPS.

Summer is over, and the SEC has a heavy rulemaking agenda for this fall, so hold on to your seats!

We compiled answers to the most common questions we get asked about the SEC’s proposed rules for enhanced disclosures of ESG investment practices.

This white paper takes a look at the current threat landscape to glean lessons from cyberattacks that can help firms secure their organizations.

The public has weighed in on the SEC's proposed Rule 206(4)-9, which sets cybersecurity risk management expectations for investment firms. In this guide, we discuss the industry's reaction, exploring the main areas of concern for the Rule.

1 of

Product Insights

ACA offers Global Investment Performance Standards (GIPS) verification and other investment performance related services to investment managers across the globe. Learn more about our team. 

Learn more about how ACA is supporting firms to reimagine governance, risk, and compliance with our full suite of services. 

1 of

Our Team

Want to continue our conversation? Connect with us below. 

karen_foley
Karen Foley
christie_dillard
Christie Dillard
jamie_stewart
Jamie Stewart

Senior Director of Client Development

jamie.stewart@acaglobal.com

josh_waden
Josh Warden

Senior Director

josh.warded@acaglobal.com

elena_mckee-dabbs
Elena McKee-Daabs
1 of

Additional Resources

Explore our bank of performance focused resources, including blogs, white papers, webcasts, and more.

Discover a wealth of insights relating to the impending rules.

Search through our library of Marketing Rule webcasts, podcasts, white papers, and more. 

1 of