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.
Services
Pre-verification services
If needed, ACA Beacon advises your firm on how best to attain compliance before the verification begins, while still maintaining independence.
Consultations
If any shortfalls are discovered during the verification, ACA Beacon will help your firm understand its options, as opposed to halting the process and abandoning your firm until the problem is solved.
Develop Internal Processes
ACA Beacon helps your firm develop efficient processes that will facilitate compliance in the future.
Checks and Balances
ACA Beacon performs its rigorous framework of tests and diagnostics on your firm’s composites, data, and presentations in order to verify the claim
of compliance.
Client-defined Issues
ACA Beacon’s expertise enables it to consult on
client-specific issues whether they are operational or managerial.
GIPS® Advertising Guidelines
ACA Beacon can recommend ways for the firm to market its claim of compliance with respect to the GIPS® Advertising Guidelines.
SEC consulting Access
As part of ACA Compliance Group, ACA Beacon has access to experts in the field of SEC consulting when challenging questions arise.
Verification statement
The end product of the verification is a written verification statement that attests to your firm’s claim of compliance.
Documentation
When the verification is complete, ACA Beacon
leaves your firm a notebook containing pertinent verification documents. This substantiates your firm’s claim of compliance and verification for any
questioning party.
