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.
Why ACA Beacon
- We are focused - Our verifiers specialize only in GIPS® Verification.
- We are experienced - We have been consulting the GIPS® for over 8 years and have worked with over 200 clients ranging in size from $100 million to $400 billion.
- We understand your business - Our background is in investment management and performance measurement as opposed to accounting.
- We are expedient - We drive the entire process to ensure the verification does not stall.
- Our service is unparalleled - Not only are we available for constant communication, we provide quality advice. We help you attain compliance and fix gaps in your existing compliance framework, as opposed merely to auditing returns.
- We understand your technology - We have extensive knowledge of the most prevalent portfolio software systems.
- We provide a more substantive report - Along with the verification statement, we issue to the SEC or any authorized questioning party a binder of information evidencing the firm's diligence.