Unlocking Success: How Managed Investment Performance Services Drive Business Excellence

Ensuring investment performance numbers comply with investor and regulator expectations is not an easy task. What’s more, firms are continually challenged to ensure high-quality results while managing with fewer internal resources, reducing turnaround times, and lowering costs. How do firms maintain quality investment performance programs with these pressures? 

Join us on Tuesday, February 18, 2025, at 11am ET to discover how our managed performance services have helped firms navigate diverse investment performance challenges to achieve success. This webcast will showcase real-world examples of how our solutions have addressed key pain points, optimized processes, and driven measurable outcomes for organizations across various industries.  

We will discuss: 

• Leading Global Investment Performance Standards (GIPS^®) compliance programs for firms of all sizes.
• Assisting performance teams during mergers and acquisitions to align with compliance requirements.
• Providing tailored performance metrics for Due diligence questionnaires (DDQs) and marketing materials.
• Updating private fund Internal rate of return (IRR) calculations to align with evolving industry standards.

Speakers

• Travis Morgan, Managing Director, ACA Group
• Josh Warden, Senior Director, ACA Group