What you'll learn

    Properly portraying investment performance is essential. It is key to meeting regulatory requirements, attracting investors, and maintaining investor confidence. Yet calculating and presenting firm or fund performance is complex. From data inconsistencies that can erode investor trust to common exam deficiencies that could trigger regulatory scrutiny, accurate portrayal of investment performance is essential.  

    Join our experts as they unpack common performance reporting challenges and share practical strategies to strengthen your compliance and reporting framework. Whether you are a wealth manager looking to expand the use of investment performance in communications with clients and prospects, or simply want to ensure alignment with best practices, this webcast will equip you with the tools to strengthen your reporting framework. 

    Discussion topics will include: 

    • How data inconsistencies can derail client reporting and performance marketing.
    • Common mistakes in performance presentation and how to avoid them.
    • Practical ways to enhance performance measurement and reporting while ensuring alignment with regulatory compliance obligations.
    • Identify common exam deficiencies and how to proactively address them across marketing, books and records, and client reporting.

     

    Register now to ensure your firm is accurate, compliant, and prepared for regulatory review.

     

     

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

    Register

    ACA needs the contact information you provide to us to contact you about this webcast and future events. You may unsubscribe from these communications at anytime. For information on how to unsubscribe, as well as our privacy practices, check out our Privacy Policy.
    Our speakers
    • Scott Freeman, Director, ACA Group
    • Tina Mahota, Director, ACA Group
    • Scott Reckamp, Director, ACA Group
    ACA_Registered_color_4c_pos (2)-1

    ACA's dedicated wealth manager practice, ACA Wealth, offers unmatched GRC experience and expertise for wealth management firms. Our team of expert ACA wealth management consultants, with years of experience serving the wealth management community, are adept at navigating how today’s complex rules and regulations impact wealth managers. Today, nearly 2,000 wealth management firms trust ACA for their compliance, technology, and cybersecurity needs.

    Gain peace of mind as you launch, grow, and protect your business with ACA.

    Contact us

    Our unique blend:

    Our regulatory compliance, managed services and technology gives you access to full service GRC solutions that can help you launch, grow, and protect your firm.