performance reporting

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

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February 22, 2018

The integrated Performance Engine allows for the seamless calculation, presentation, and analysis of performance data from the NorthPoint Data Warehouse.

ACA Technology Solutions, a leading provider of investment management and regulatory technology solutions, announced today the

November 16, 2017

For roughly 25 years, institutional investors have increasingly required asset managers with whom they invest to claim compliance with the GIPS standards. This requirement is largely required of traditional fixed income and equity strategies and applied to asset managers that work predominantly with institutional investors. Early on, most private wealth managers were exempt from the requirement, and thus their rates of compliance paled in comparison to those of traditional institutional managers.

October 12, 2016

When faced with the challenge of raising capital or marketing performance, investment managers are looking for ways to stand out from their peers. It is not uncommon for these firms to build and present custom track records that enhance the conventional use of actual performance.

August 29, 2016

On August 25th, the U.S. Securities and Exchange Commission (“SEC”) announced penalties against 13 firms for allegedly perpetuating the false performance claims of a third-party investment management firm.

August 31, 2015

Private equity and real estate investment performance, including the impact of an adviser’s fees, continues to draw attention from regulators.