Key Findings from the ACA and NSCP 2024 Cybersecurity Program Benchmarking Survey
We will share valuable insights from our biannual Cybersecurity Benchmarking Survey in partnership with NSCP.
Webcast
Investment Performance
Global Investment Performance Standards (GIPS®) compliance and investment performance services
We are the largest team in the world providing GIPS standards verification and related services.
Our team — comprised of more than 60 professionals with extensive performance experience — provides GIPS standards verification and consulting services to investment managers around the globe.
CONNECT WITH US
We have the largest market share of verified firms in P&I's Top 100 list.
(P&I top 100 list compared to the eVestment database as of 12/31/2021)
Our solutions
- Pre-Compliance Consulting: Expert advice needed to bring your firm into compliance with the GIPS standards
- Firm-wide Verification: Independent review of your firm’s claim of GIPS compliance
- Performance Examination: In addition to a firm-wide verification, a composite-specific review can be performed
- 2020 GIPS Compliance Gap Analysis: Assistance in assessing the impact of the 2020 GIPS standards for your firm
- In-depth review of data, methodologies, records, controls, and disclosures to support calculating investment performance
- Assistance with the execution of the firm's compliance program
- Includes review of calculation methodologies for internal rate of return (IRR) for investments or funds in accordance with FINRA Regulatory Notice 20-21
- Results in a summary report to management, including findings and recommendations, in accordance with regulatory requirements and industry leading practices
- Review and examination of input data, methodologies, and assumptions used to support an investment performance track record
- Provides assurance and lends credibility to the underlying track record
- Results in customized performance certification report provided by ACA to the firm which may be used in marketing efforts
On demand webcast
The New Marketing Rule: A Focus on Performance
Join ACA and K&L Gates for a detailed explanation of the specific performance requirements of the new Marketing Rule, how they differ from prior no-action letters, and what steps a firm should take.
Expert Consulting and Verification Services
For over two decades, ACA has earned the trust of our clients by offering expert consulting and verification services. Find out why most firms trust ACA for their GIPS compliance services.
Featured insights
Our unique perspective is informed by our real-world experience, deep subject matter expertise, and extensive client network.
Industry Insights on Deal Level Net Performance
The CFA Institute and ACA Group hosted a roundtable on Deal Level Net Performance Methodologies. We outline our insights into the potential solutions around deal level net performance.
Article
- Performance
Q&A For Common Marketing Rule Performance Calculation Questions
We’ve put together responses for some of the most common questions we get asked to help your firm meet the requirements of the Marketing Rule.
Article
- SEC Marketing Rule
- Performance
White Paper: The Private Equity Managers Path to Compliance With the GIPS Standards
This white paper outlines the increased importance for private equity firms to claim GIPS compliance and takes firms through the various requirements.
Article
- Performance
Mitigating Risks Associated with Composite Performance Reporting Using ACA’s Performance Analytics Services
In addition to developing marketing materials and ensuring appropriate disclosures, firms must ensure that the performance being generated truly reflects the fund or strategy being offered.
Article
- Performance
- SEC Marketing Rule
Our leadership team
Karen Foley
Head of Performance Services
Chase Frei
Partner, Performance Services
Greg Hogan
Partner, Performance Services
Julia Reyes
Partner, Performance Services
News
ACA Announces Expansion of the Executive Leadership Team with Key Appointments
ACA Group announces the addition of two distinguished professionals to its executive leadership team, Jaime Klein as Chief Human Resources Officer and Alex Fischer as General Counsel.
Highlights From the 2024 ACA Conference
As the curtains close on the ACA Conference 2024, the echoes of transformative dialogue and insightful revelations resonate, shaping the trajectory of GRC in financial services.
Cybersecurity Benchmarking Survey Lists Top Concerns and Preparedness Among Respondents
Our annual survey in partnership with NSCP reveals that investment firms overlook AI as a cybersecurity risk and remain wary about SEC cybersecurity enforcement and compliance with new rules
Upcoming events
Chicago Compliance Officer Roundtable: Hot Topics for Investment Advisers
Please join ACA Group, Sidley, and the IAA in Chicago for an engaging conversation about hot topics for investment advisers.
Conference
Curing Compliance Insomnia: Top 5 Compliance Challenges Keeping You Up At Night
Ever-changing regulation, the threat of an impending exam, and worrying about whether your reps are texting clients are among just a few of the compliance concerns wealth managers face daily. Join us as we address the top 5 compliance challenges for wealth managers and how to mitigate them.
Webcast