GIPS® compliance
has never been
this easy.
While you focus on your strengths, let our expert
resources support your firm’s GIPS compliance and
investment performance needs.
GIPS Compliance
Longs Peak is specialized in helping investment firms and asset owners become GIPS compliant and maintain their GIPS compliance on an ongoing basis. We work as part of your team to provide the hands-on support needed to get the work done. Whether it’s writing policies, constructing composites, creating GIPS Reports, or managing your verification, we can take care of it for you.
Investment Performance
Longs Peak acts as an outsourced performance department for investment firms and asset owners. We can help with any type of performance work that you would otherwise need to do internally. Whether it’s a one-time project to calculate performance and risk statistics or you need a dedicated resource to for ongoing performance work, Longs Peak has you covered.
Hear from the Longs Peak team.
Whatever your need,
we’ve got a plan for you.
Basic
Simple service to create and maintain
GIPS policies, calculate statistics, and
generate GIPS Reports for firms not
requiring consulting support.
Standard
The complete package for firms that wish
to outsource the full project of becoming
GIPS compliant and maintaining GIPS
compliance on an ongoing basis.
Premium
Custom package for firms that wish to
outsource their GIPS compliance and
also have Longs Peak research issues,
review marketing materials, and more.
Around the Peak
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
How to survive a GIPS verification Part 1: Setting up for success
FINRA Rule 2210: How to calculate IRR consistent with GIPS
There’s reason to be excited!
With our help, things are going to be a whole lot easier for you.
Talk to one of our GIPS consultants or performance experts today and let’s get started.