ACA launches portfolio management solution

by Silvia Saccardi 20 June 2023

ACA Group has launched a portfolio measurement and reporting tool, called Managed Performance Services.

The solution aims to assist with outsourcing performance measurement and reporting processes to fulfil regulatory requirements efficiently.

A team of 90 investment performance professionals with experience in Global Investment Performance Standards (GIPS) and investment performance will accompany ACA’s developed technology.

Key services include:

  • Portfolio and fund performance calculation, adaptable to fit clients’ existing tech stack
  • Composite performance reporting and calculation to help validate data and generate reports
  • GIPS compliance and management to evaluate compliance status and create relevant objectives.

Consultants from the team are available to guide managers on matters including risk statistics, money-weighted returns and attribution.

“Recruiting and retaining specialised talent for performance-related functions has been a constant challenge for many firms,” commented Carlo di Florio, global advisory leader at ACA Group. “By partnering with ACA, a global leader in performance services, regulatory compliance, managed services and technology, clients can grow efficiently, manage turnover, mitigate costs and free employees’ time to focus on other initiatives.”

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