Global Investment Performance Standards
GIPS^® Verification and Consulting Services

ACA Beacon has extensive practical knowledge and experience rooted in investment management and performance measurement. We have 20+ professionals, with more than 100 years of combined experience, who devote their time solely to GIPS compliance consulting and verification. These consultants are all either CFA charterholders, CIPM charterholders, CFA candidates, or CIPM candidates. Our consulting in this area emphasizes interactive communication with clients during all phases of the verification process. With this level of support, our clients can be confident of meeting complex standards, maintaining compliance, and providing transparency to their customers.

The GIPS Compliance Services of ACA include:

• Verification of a GIPS^® Claim of Compliance
• 2010 Changes to the GIPS^® Customized Training Sessions
• Pre-Compliance Consulting/Readiness Assessment
• GAP Analysis
• Performance Measurement/ GIPS^® Training Workshops
• Customized Scope Procedures
• Retainer Style Consulting

To request more information on ACA’s GIPS verification services or a personalized proposal for assistance with compliance needs, please follow this link or call Christie Dillard at 212.868.5940.