Performance Services

Performance Services

Our in-house performance experience is leveraged to help your firm understand the broader picture of compliance. We draw from our experience and regulatory insight to help your firm understand industry best practices and the range of issues that your peers face today.

OUR PRODUCTS AND SERVICES

GIPS Compliance Services

GIPS® Compliance Services

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  • Pre-Compliance Consulting: Expert advice needed to bring your firm into compliance with the GIPS standards 
  • Firm-Wide GIPS Compliance Verification: Independent review of your firm’s claim of GIPS compliance
  • Performance Examination: In addition to GIPS compliance verification, a composite-specific review can be performed
  • Education & Training: Year-round education including webcasts, national compliance conferences, regional roundtables, and customized onsite training.

GIPS Education and Training

Focused Performance Review

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  • 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
  • Results in a summary report to management, including findings and recommendations, in accordance with regulatory requirements and industry leading practices

Focused Performance Review

Performance Certifications

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  • 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 statement provided by ACA to the firm which may be used in marketing efforts

Performance Certification

Secondments For Firms

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  • Skilled resources on a short to long-term basis to assist firms during times of need, such as personnel transactions or extended absences.
  • Assist firms on a routine basis to provide fresh perspectives and insight on a firm's performance program.

Insights & Alerts

2020 GIPS Standards Provisions Section 4
November 12, 2020
The 2020 GIPS Standards: Explanation of the Provisions for Firms – Section 4
FINRA Leverages GIPS Standards
November 9, 2020
FINRA Leverages the GIPS Standards for Standardizing Private Placement Performance Marketing
2020 OCIO GIPS Compliance Survey
October 28, 2020
The Value of GIPS Compliance: 2020 OCIO Survey Results
GIPS 2020 for Asset Owners
February 28, 2020
Practical Guidance: The 2020 GIPS Standards for Asset Owners
GIPS 2020 for Real Estate
October 20, 2020
Compliance is Easier Than You Think: The Real Estate Manager's Path to Compliance with the GIPS Standards
GIPS 2020 for Hedge Funds
September 30, 2020
Compliance is Easier Than You Think: Challenges and Solutions for Hedge Fund Managers Considering the GIPS Standards
CCOs Guide to the GIPS Standards
July 22, 2020
The CCO's Guide to the GIPS Standards: Essentials for Understanding and Mitigating Risk
2020 GIPS Standards Explanation of the Provisions for Firms
May 21, 2020
The 2020 GIPS Standards: Explanation of the Provisions for Firms – Section 2
SEC Fines Private Fund Manager
April 28, 2020
SEC Fines U.S. Private Fund Manager $1 Million for Misrepresentation of Investment Performance and Marketing Violations

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For more information on our services, please fill out our contact form or call Christie Dillard Horsman at +1 (866) 279-0750 or Paul Blandford at +44 (0) 20 7042 0530.

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