Confluence and ACA Partner to Streamline GIPS Verification

Why It Matters

Automating GIPS verification removes a major bottleneck for asset managers, enabling faster, more reliable performance disclosures that enhance market credibility and lower compliance expenses.

Key Takeaways

• Confluence’s Revolution Composites now outputs ACA‑ready GIPS data automatically
• Clients can generate verification reports with a single click
• Automation cuts verification time and reduces formatting errors
• Operational costs for performance reporting are significantly lowered
• Asset managers gain faster market‑ready performance disclosures

Pulse Analysis

Global Investment Performance Standards (GIPS) remain the benchmark for demonstrating portfolio performance integrity, yet the verification process has traditionally been labor‑intensive. Asset managers must gather composite data, reformat it to meet strict ACA specifications, and then submit it for third‑party review—a workflow prone to errors and delays. In an industry where timely performance reporting can influence investor inflows, the friction inherent in manual data handling has become a competitive disadvantage, prompting firms to seek RegTech solutions that streamline compliance without sacrificing accuracy.

The Confluence‑ACA partnership directly addresses this pain point by embedding ACA‑compatible export templates into Revolution Composites, Confluence’s flagship data‑management hub. With a single button press, users can generate a fully formatted GIPS verification package, bypassing the repetitive copy‑paste and spreadsheet gymnastics that previously dominated the process. This low‑touch automation not only accelerates the verification timeline—often cutting weeks off the cycle—but also reduces the risk of formatting errors that can trigger re‑work or audit findings. For compliance teams, the integration translates into measurable cost savings and frees analysts to focus on higher‑value tasks such as performance attribution and client communication.

Beyond immediate efficiency gains, the collaboration signals a broader shift toward end‑to‑end RegTech ecosystems that combine data aggregation, compliance checks, and reporting in a unified platform. Asset managers that adopt such integrated solutions can market their performance more swiftly, enhancing transparency and investor confidence. Moreover, the partnership positions Confluence and ACA as innovators capable of scaling automated verification across a growing pool of mutual clients, potentially setting a new industry standard for GIPS compliance. As regulatory scrutiny intensifies, firms that embed automation into their compliance stack are likely to enjoy a sustainable competitive edge.