Enhancing Investment Performance Programs with Managed Services

In today's complex and competitive investment landscape, investment firms must navigate various challenges that can affect investment performance programs. Join us as we explore the value of engaging a third-party service provider to oversee and manage investment performance programs. We will discuss how this approach has become a highly effective strategy for addressing industry challenges and driving success in a competitive environment.

Discussion topics:

Drawing on our expertise in building out investment performance programs, this webcast will address:

• The challenges investment firms face and how third-party performance experts can address and mitigate them
• The benefits of partnering with a third-party service provider for investment performance program management
• Best practices for engaging a third-party service provider, including defining clear objectives and expectations, performing thorough due diligence, and fostering collaborative relationships
• How to maximize the benefits of engaging a third-party service provider, including enhanced quality and accuracy of investment performance programs, improved risk mitigation, and the ability to navigate the complexities of a regulated investment landscape. 

Secure your virtual seat at this informative webcast to gain insights from performance experts and learn how engaging a third-party service provider can help investment firms overcome challenges and thrive in an ever-evolving investment landscape. Don't miss this opportunity to discover the benefits of partnering with a reputable service provider and take your investment performance program to the next level. Register now to reserve your spot.

Speakers

• Breanna Pollard J.D., Director, ACA’s Performance Services
• Travis Morgan, CFA, CIPM, Managing Director, ACA’s Performance Services