ACA Group’s Post

Did you know that the majority of top asset managers claim compliance with the GIPS® standards? Asset owners are now also able to claim compliance with the GIPS® standards, demonstrating adherence to performance measurement and transparency best practices. Is your organization interested in becoming compliant? Click through below to learn a few reasons why it is worth consideration for asset owners. CFA Institute has developed tools and resources for asset owners to make claiming compliance easier. Learn more and explore these resources at: https://ow.ly/T6JP50Pe7PO #InvestmentIndustry #CIPCCanada

Did you know that more than 1,800 firms and asset owners globally claim compliance with the GIPS® standards? Is your firm one of them? If not, read on to learn about the benefits of compliance. Also, CFA Institute has developed useful tools and resources for firms to make compliance easier. Learn more and explore these resources at: https://ow.ly/1j2x50RHgPN #InvestmentIndustry #CIPCCanada

Reminder: The deadline to submit to the CFA Institute your GIPS® Compliance notification is June 30. If your organization claims compliance with the GIPS standards, you must submit the GIPS Compliance Notification Form annually. Ensure your compliance and submit your form before the deadline. 📅 Find out more and submit here: https://lnkd.in/gYEsxVth 📍 Stay up to date on all upcoming Q3 filing deadlines for investment advisers here: https://lnkd.in/gkPtgUJS GIPS® is a registered trademark owned by CFA Institute. #investmentstandards #compliance #ACAinsights

The annual GIPS Compliance Notification Form Deadline Is June 30, 2024. Organizations that claim compliance with the GIPS standards are required to notify CFA Institute of their claim of compliance by submitting a GIPS Compliance Notification Form. Organizations that are newly claiming compliance with the GIPS standards must submit the GIPS Compliance Notification Form before publicly claiming compliance. Once an organization claims compliance, it must submit an updated GIPS Compliance Notification Form annually, between January 1st and June 30th of each year. Organizations submitting a GIPS Compliance Notification Form for the first time should use the Initial Form link. Organizations submitting an annual update should use the Update Form link. https://lnkd.in/eQhSEDwy #investmentmanagement #investmentadvisor #hedgefund #HFG

Flexibility to AIFs and their investors to deal with unliquidated investments of their schemes.  The Manager's performance during the Dissolution Period will be captured separately and reported to Performance Benchmarking Agencies, distinct from the Scheme's performance before entering into the dissolution period. The Manager of the AIF shall not charge management fees during the Dissolution Period. #investmentmanagers #funds #aif #alternativeinvestments #fundmanager #marketregulator

The FCA has initiated a comprehensive review of private market valuation practices, as outlined in the Asset Management and Alternatives portfolio letter from March 2024. The focus is on assessing the quality, robustness, integrity, and justifiability of these practices across multiple firms. For more information on this review, please visit: https://shorturl.at/u0HU5 If you need assistance or wish to explore how Kroll can provide support in this area, feel free to get in touch. #privatecredit #privateequity #fca #valuations #compliance #kroll

How do you get optimal value out of your private equity portfolio? It helps to have experts on your side, providing assistance to fill any gaps in your processes. CFGI's private equity services include: - Deal teams. - Portfolio company support. - Office of the GP. Learn much more: https://bit.ly/3zWa9IA #CFGI #CFO #PrivateEquity #PortfolioCompanies

Thank you for sharing this insightful update from your partners Rohan Singh and Siddhi Kasekar on the key decisions taken by SEBI in their recent board meeting. The highlighted change regarding Alternative Investment Funds (AIFs) is particularly noteworthy. The allowance for AIFs to carry forward unliquidated investments into the Dissolution Period, even after the expiry of the Fund's tenure, is a significant development. This flexibility means that AIF schemes will not have to launch a separate Liquidation Scheme to hold on to these remaining investments. Instead, they can continue to hold them within the same AIF structure. This is an important regulatory adjustment that provides more continuity and operational ease for AIF managers and investors. It helps avoid the potential complexities and costs associated with launching a separate Liquidation Scheme, which was the previous requirement. The ability to retain the unliquidated investments within the original AIF scheme should improve the overall efficiency and winding-down process for these alternative investment vehicles. This change aligns with the broader objective of fostering a more conducive regulatory environment for the growth of the AIF industry in India. I appreciate your partners taking the time to highlight this notable decision by SEBI. Insights like these help keep the legal and investment community updated on the evolving regulatory landscape surrounding AIFs and other alternative investment instruments. Please convey my thanks to Rohan and Siddhi for this informative update.

Too much manual work can slow down quarterly performance reporting for your private equity fund, while undercutting its consistency and accuracy. Automation via new tech-infused processes is a way to resolve this issue. A recent CFGI engagement with a global PE firm shows how the process works, in detail. Read the full case study to discover the value of reporting automation: https://bit.ly/3ZnFtZF #CFGI #PEfirms #PrivateEquity #PerformanceReporting #FundPerformance