The investment industry is undergoing significant transformation due to technological advancements, shifting investor preferences, and regulatory reforms. In today's complex and competitive investment landscape, firms must navigate these challenges while balancing budgetary and resource constraints.

Adopting more efficient and effective investment performance measurement and reporting processes, and leveraging technology and specialized expertise can reduce this burden.

Discussion topics:

Drawing on our expertise in building out investment performance programs, this webcast will address:

• Common challenges investment firms face and how third-party performance experts can address and mitigate them
• Best practices for engaging a third-party service provider, including:
  • Defining clear objectives and expectations
  • Performing thorough due diligence
  • Fostering collaborative relationships
• How to maximize the benefits of engaging a third-party service provider

Speakers

• Bree Pollard J.D., Director, ACA’s Performance Services
• Travis Morgan, CFA, CIPM, Managing Director, ACA’s Performance Services 

All webcasts are recorded and will be sent to registrants following the live broadcast.