This case study explains how a large cap private equity firm utilized ACA's M&A diligence and advisory services to assess the quality and sophistication of the target’s core IT software and systems.
January 22, 2019
Case Study: ACA's M&A Diligence Services for a PE Firm Interested in Partnering with a Defense Services Contractor
This case study explains how a private equity firm utilized ACA's M&A diligence and advisory services to evaluate a potential partner’s IT systems, infrastructure, regulatory compliance, and resiliency.
November 15, 2018
Case Study: How ACA's NorthPoint Data Management Solutions Address Form ADV Regulatory Reporting Challenges
This case study details how ACA's NorthPoint Data Management Solutions helped a large OCIO manager solve challenges related to the Form ADV requirement to provide derivatives exposure for investments made via Separately Managed Accounts (SMAs) based on day-over-day data.
November 1, 2018
This case study explains how a private equity firm utilized ACA's M&A diligence and advisory services to determine the security of their target's integrated platform and necessary investment in technology, processes, and personnel to support their investment thesis.
September 26, 2018
This case study explains how a global private equity fund manager utilized ACA's vendor management outsourcing service to reduce vendor management costs by 67.5% and decrease the time spent performing diligence from 12 hours to 30 minutes per vendor.
September 26, 2018
This case study explains how a large, complex fund allocator implemented ACA's NorthPoint IMS to address challenges managing their fund investments due to operational inefficiencies and decentralized workflows and data.
August 21, 2018
Case Study: How a >$100B Global Asset Manager Streamlined Marketing Reviews with ComplianceAlpha's Marketing Review Solution
This case study details how a global asset management firm with more than $100 billion in assets under management (AUM) across multiple geographic regions implemented ACA's ComplianceAlpha Marketing Review Solution (MRS) to streamline marketing reviews and meet regulatory requirements.
August 2, 2018
This case study explains how a growing fixed income asset management firm implemented ACA's NorthPoint IMS to address business challenges due to a lack of integrated portfolio compliance and straight through processing in their trading workflow.
June 20, 2018
Case Study: ACA's NorthPoint Data Management Solutions for OCIO Managers / Managed Account Platforms
This case study details how a large OCIO management firm and a large managed account platform firm, each with a large number of clients that invests in hedge funds through separately managed accounts (SMA), implemented ACA's NorthPoint Data Management Solutions Data Warehouse and Security Master modules to address the need for drill-through transparency into the constiutent investments of these funds.
May 25, 2018
Summer is finally here! With Memorial Day marking the unofficial start to summer it’s time to take a break, but in the compliance industry it’s not as simple as turning on your “out of office” and walking out the door. Compliance officers and managers need the assurance that they can leave the office and still have the resources available to fulfill both their regulatory obligations and their fiduciary duty to clients.
April 25, 2018
Case Study: How ComplianceAlpha Helped a $1B AUM Private Equity Fund Manager Automate and Streamline its Compliance Management Tasks
A growing multi-affiliate private equity fund manager with approximately $1 billion assets under management was manually tracking its compliance tasks and reviewing marketing materials through email.
April 6, 2018
Case Study: How ACA Technology Helped a $19B AUM Investment Manager Consolidate Data Sources and Optimize Workflows
This case study explains how ACA's NorthPoint Platform helped a growing investment management firm with approximately $19 billion in assets under management solve business challenges related to managing mulitple disparate software systems and home-grown applications, as well as manual operational processes.