Practice Highlights
- Provide verification services to more than 100 investment management firms who manage from under $100 million in AUM to over $400 billion in AUM
- Consultative, robust verification process that includes extensive client communication and support
- Verifiers are CFA charterholders, CIPM charterholders, CFA candidates or CIPM candidates
- Staff to verification client ratio is low by design.
GIPS VERIFICATION
Through ACA’s verification division, Beacon Verification Services, we can offer GIPS verification services to meet the demanding needs of our clients.
With extensive practical knowledge and experience, ACA proactively works with clients by addressing compliance issues during and between verifications, and also promotes ongoing interactive communication during all phases of the verification process.
Getting the right information, making the right judgments, and taking the right actions allows ACA to provide high quality and objective verification services to a diverse client base.
Capabilities Include
Pre-Verification Consultation – Extensive collaboration with the client to establish or improve a compliant framework for the proper implementation of the GIPS Standards.
GIPS Firm-wide Verification - An examination of the firm’s performance and presentation policies and calculation methodologies that culminates in a written opinion on the firm’s claim of compliance with the GIPS Standards.
Performance Examination – An optional examination(s) that allows for an opinion on the material accuracy of performance for one or more composites.
Extraction Software – Software adjunct that aids client in gathering data needed for verification.
To learn more about Beacon Verification Services click on www.beaconvs.com.