ACA Performance

Insights and guidance from ACA's team of experienced compliance and technology professionals.

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ACA Performance GIPS Standards Adoption
March 6, 2019

With each release of a new version of the GIPS standards, ACA Performance Services has noticed an increase in the rate of adoption among all types of firms, as well as increased interest in third-party verification. Historically, this interest and adoption has come primarily from more traditional asset managers that manage separate accounts and are invested in public securities.

September 17, 2018

The 22nd Annual GIPS® Standards Conference, sponsored by CFA Institute, was held in Austin on September 13-14, 2018. Join ACA Performance Services as we discuss highlights from the conference including an update on the 2020 GIPS Standards and other performance and regulatory topics.

July 23, 2018

Compliance with the GIPS standards is recognized as an industry best practice and has become a de facto requirement, especially in the institutional money management space, in order to stay competitive.

July 13, 2018

Investment advisers need an infrastructure for GIPS® compliance that can survive an SEC examination. While there are many similarities between the rules under the Advisers Act and the requirements of the GIPS standards, there are also notable differences.

July 12, 2018

Please join us for a complimentary breakfast seminar focused on industry updates from the 21st Annual GIPS Standards Annual Conference in San Diego.

June 7, 2018

Portability refers to the ability of a GIPS-compliant firm to present a track record that was achieved at another firm. When one firm hires a portfolio manager, there is usually a desire to market the portfolio manager’s track record while employed at the prior firm.

May 17, 2018

The GIPS Standards Technical Committee recently released three new GIPS Standards Q&A’s that are all effective as of April 18, 2018.

May 1, 2018

Please join ACA Performance Services for a complimentary breakfast focused on industry updates related to investment performance.

May 1, 2018

Please join ACA Performance Services for a complimentary breakfast focused on industry updates related to investment performance.

April 6, 2018

More firms continue to be implicated as fallout from the F-Squared Investments, Inc. enforcement action continues.

April 2, 2018

ACA Performance Services is pleased to present, GIPS® Standards Committees and Working Groups, a white paper summarizing frequently asked questions from a sample of our clients about GIPS Standards Committees.