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

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  • Pre-Compliance Consulting: Expert advice needed to bring your firm into compliance with GIPS
  • Firm-Wide GIPS Verification: Independent review of your firm’s claim of GIPS compliance
  • Performance Examination: In addition to verification, a composite-specific review can be performed

GIPS Education and Training

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  • Engagement team interaction
  • Educational webcasts
  • National compliance conferences
  • Regional roundtables
  • Customized 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

Performance Certification

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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

REQUEST MORE INFORMATION

 

For more information on our services, please fill out our contact form or call Christie Dillard Horsman at (866) 279-0750.

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