Performance

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

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OCIOs Claim GIPS Compliance
October 16, 2018

The release of the Exposure Draft of the 2020 Global Investment Performance Standards (GIPS) in August has forced many firms to assess how the new requirements will impact their business, both from marketing and operational perspectives. Not only will this impact firms currently claiming compliance with the GIPS standards, but also those considering doing so.

2020 GIPS Standards Exposure Draft
September 6, 2018

CFA Institute released the first major revisions to the GIPS standards on August 31, 2018. The proposed revisions represent the most significant change to the standards since the 2010 edition of the GIPS standards went into effect on January 1, 2011. The 2020 GIPS Standards Exposure Draft is now available for public comment until December 31, 2018.

September 5, 2018

Eagle Investment Systems and ACA Compliance Group collaborate to help standardize and streamline Global Investment Performance Standards (GIPS) verifications for clients.

August 13, 2018

As the Global Investment Performance Standards (GIPS®) gain more acceptance and international adoption, and with CFA Institute’s expected release of GIPS 2020 for public comment, there are persistent questions about the current state of GIPS compliance.

GIPS Compliance Marketing Best Practices
July 27, 2018

The end result of a firm’s efforts when claiming compliance with the GIPS standards is the delivery of a fully compliant presentation to prospective clients. This article addresses best practices for marketing when claiming compliance with the GIPS standards.

Implementing the GIPS Standards
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 16, 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. A firm’s claim of GIPS compliance facilitates “apples-to-apples” compari

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.

May 29, 2018

For investment firms that want to comply with best practices and are ready to invest in business growth and marketing, the Global Investment Performance Standards (GIPS® standards) are the de facto industry model for using performance figures in marketing materials, advertisi

GIPS Q&A
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.

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.