Trends in Outsourcing: Enhancing Efficiencies in Investment Performance

In today’s investment landscape, performance measurement and reporting are critical components of a successful investment program. Performance marketing, globally, continues to evolve and is undergoing a renewed sense of scrutiny from regulators and investors alike.

The complexity of the investment process, and large-scale turnover within the performance industry can make it challenging for investment firms to manage their performance programs in-house. Additionally, investment performance and operations teams are confronted with demands to improve program outcomes, adapt to shorter timelines, implement new regulatory requirements, and manage with fewer resources.

Internal and external pressures pose challenges in the back office and can lead to operational gaps. These can ultimately result in unmet regulatory and investor expectations, negatively affecting performance measurement and reporting capabilities.

Join us on October 08, 2024 at 11:00 AM (EDT) to hear from our experienced experts who will discuss best practices and trends around outsourcing investment performance complexities as firms look to navigate the evolving regulatory and operational landscape.

Speakers

• Travis Morgan, Managing Director, ACA Group
• Shivani Choudhary, Managing Director, ACA Group