We welcome the opportunity to speak with you. If you are interested in a customized proposal on GIPS® compliance verification then please contact Christie Dillard at 866.279.0750 or Email.

Practice Highlights

Provide verification services to more than 200 investment management firms that manage assets from under $100 million to over $400 billion.
All verifiers are either CFA charter holders, CIPM charter holders, CFA candidates, or CIPM candidates
Consultative, robust verification process that includes extensive client communication and support
Professional to verification client ratio is low (1 to 10) by design.
Our division’s focus remains solely on GIPS® Verification.
Data Extraction software for Advent Axys users devised to minimize administrative burden.
Frequent speakers at industry conferences and events.
Thorough understanding of your portfolio software.

About ACA Beacon

Since its founding in August 2001, ACA Beacon has pursued the ideal that an investment manager and its chosen verification firm work together, in partnership, to improve not only transparency for the manager’s prospective client, but also the investment firm itself. Today, we provide verification services to more than 200 firms that manage a broad spectrum of investment products.
With the implementation of the AIMR-PPS in 1993, an established framework was created to bring structure and transparency to the investment field. This framework continuously evolved to what is now the GIPS®. Unfortunately for investment managers, the verification firms did not evolve with the Standards. As the Standards became more complex, investment managers were faced with the challenges of establishing and maintaining compliance. We sought to ease these challenges with the establishment of Beacon. Although we view our role as an independent verifier as paramount, we always have worked to help our clients proactively address compliance issues during and between verifications so that they can be sure that they are providing the most complete information.