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.

Not interested in GIPS?

Check out our investment performance services.

Around the Peak

GIPS Compliance

Key Takeaways from the 2020 GIPS® Standards Virtual Conference

Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.
GIPS Compliance

How to Update Your GIPS Reports for the 2020 GIPS Standards

Investment firms and asset owners that comply with the GIPS standards are required to make some modifications to their GIPS Reports (formerly known as “GIPS compliant presentations”) to address changes made to the 2020 edition of the Standards. The extent of these updates depends on: Whether your organization plans to adopt any new optional policies […]
GIPS Compliance

How to Update your GIPS Policies & Procedures for GIPS 2020

If you are an investment firm or asset owner that complies with the GIPS standards you are required to make some modifications to your GIPS policies and procedures (“P&P”) to address changes made to the 2020 edition of the Standards. The extent of these updates depends on: whether your organization plans to adopt any new […]

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.