The Global Investment Performance Standards (GIPS®) are a set of voluntary, ethical principles that guide investment firms on how to calculate and present their investment performance.
Firms across the industry are challenged not only by becoming GIPS compliant but also by maintaining such compliance. We can assist your firm with overcoming these challenges by helping build and improve upon your framework as well as by providing firm-wide verifications and performance examinations.
According to the ACA and eVestment 2018 Manager and Consultant Survey:
That expect to require alternative asset managers to comply with the GIPS standards
that believe more pension funds, foundations, endowments and other asset owners will claim compliance with the 2020 GIPS standards
that exclude managers from searches some or all of the time if they do not claim GIPS compliance
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.
Our unique perspective is informed by our real-world experience, deep subject matter expertise, and extensive client network.
The SEC's New Marketing Rule compliance deadline is November 4, 2022 - closer than you think. In this article, we outline our implementation action plan.
The most common question we receive from our GIPS standards verification clients is “What do other firms do?” As a result of being asked this question many times, we gathered information from over 800 firms we verify in order to provide answers to commonly asked questions that are based on real data versus anecdotal information.
In this blog we will try to address how fund managers can overcome this fundraising hurdle, and some key misconceptions.
Each quarter, we provide our feedback on recent institutional mandates related to compliance with the Global Investment Performance Standards (GIPS®); how those mandates ask about the calculation and presentation of performance; and insight into the demand for compliance with the GIPS standards and how that demand is evolving over time.
The compliance date for the SEC's New Marketing Rule is November 4, 2022. With 1 year to go, ACA’s team of experts have put together a suggested preparation timeline guide to help firms prepare to implement the changes necessary to comply.
ACA recently released a white paper series that covers those details managers need to know to claim compliance with the 2020 Global Investment Performance Standards. Join ACA for a webcast discussion to review how to claim compliance.