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 Investment Performance Uncategorized

FINRA Rule 2210: How to calculate IRR consistent with GIPS

FINRA now requires IRR to be calculated according to the GIPS® Standards. But how do you calculate and present a GIPS compliant IRR?
GIPS Compliance

How to Create a Distribution Log for GIPS Reports

Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
GIPS Compliance FAQ
GIPS Compliance

GIPS Compliance FAQs

When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…

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.