This webcast is a part of ACA's free Spring Conference Webcast Series. In response to the impact the coronavirus (COVID-19) pandemic is having on our clients and the financial services industry, ACA has launched our Spring 2020 Compliance and Performance Conference in a virtual format.
About this session: Performance Presentation and Compliance Control for Model Delivery Program
The demand and appetite for model portfolios is rapidly increasing among investment advisors. Some of the largest firms in the industry are assessing plans to host a model marketplace, provide models to existing platforms, or both. As a result, many platforms are requiring model providers to either be GIPS® verified or obtain an independent third-party audit of the models. In this session, panelists will discuss best practices regarding risk mitigation and ways to ensure products are accepted on the growing number of platforms.