GIPS Verification

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

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July 26, 2018

Join ACA Performance Services at the SS&C Deliver 2018 in Las Vegas, NV. ACA Performance Services Partners, Richard Kemmling and Chase Frei, will present "GIPS Standards Update: What You Should Know" on Friday, September 14 at 9:15 a.m.

July 23, 2018

Join ACA Performance Services at the 22nd Annual GIPS Standards Conference in Austin, Texas. ACA Performance Services Partner, Justin Guthrie, CPA, will be speaking Thursday morning during the "GIPS 2020 – Rethinking the GIPS Advertising Guidelines" session.

Asset-Weighted Dispersion GIPS Compliance
June 26, 2018

A GIPS-compliant presentation contains a number of required statistics. One such metric is the internal dispersion of individual portfolios within a composite. The GIPS standards do not prescribe a specific methodology (as long as the measure that is selected is applied consistently) and thus many firms struggle with this calculation.

GIPS Record Portability
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.

Third Party Performance Attestation
April 26, 2018

Consultant database reporting is an important business consideration for many investment management firms. The databases serve as a gateway for investment managers to reach institutional and retail assets alike. A recent trend in the industry is that of increased due diligence. The top databases are increasingly requiring firms to comply with the GIPS standards or receive an independent third-party certification of the track record.

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.

March 29, 2018

Firms of all sizes frequently ask about the relevance and importance of forming a GIPS® Standards Committee within their organization. Startup firms debate whether a GIPS Standards Committee provides any added value when limited personnel causes constraints on resources.

GIPS Committees and Working Groups
March 28, 2018

Firms of all sizes frequently ask about the relevance and importance of forming a GIPS Committee within their organization. Startup firms debate whether a GIPS Committee provides any added value when limited personnel causes constraints on resources. Conversely, well established, global entities often see the added value in having a committee but must weigh the operational burdens involved.

March 26, 2018

Today’s conference spotlight highlights two sessions led by our performance professionals from ACA Performance Services. 

2018 GIPS Compliance Notification Form
March 23, 2018

Firms that claim compliance with the GIPS standards are required to notify CFA Institute of their claim of compliance. Each firm must submit the GIPS Compliance Form annually by June 30.

March 8, 2018

With a seemingly ever-increasing regulatory focus on ensuring that investors are given sufficient, accurate and reliable information about the costs and performance of their investments and the gap in protections often narrowing between retail and professional investors, ACA’s consultants will ex