Around the Peak.
The latest news, tips and information from us
here at Longs Peak.
Sort by Topics
Our Latest Posts
GIPS Compliance
Key Takeaways from the 28th Annual GIPS® Conference
The CFA Institute hosted its 28th Annual Global Investment Performance Standards (GIPS®) Conference on September 17-18 in San Diego, CA. As always, the opportunity to reconnect with industry peers and colleagues was a highlight. We are grateful to all the speakers and panelists who shared their insights. Here are some key takeaways we found valuable […]
read more
Investment Performance
Understanding Tracking Error & R-Squared
Tracking Error and R-Squared provide insights into a strategy’s performance and risk characteristics, leading to…
read more
GIPS Compliance
Investment Performance
Are ETFs A Better Benchmark?
Using ETFs as benchmarks instead of traditional indices has become a common practice among investors and fund managers. But is this better?
read more
GIPS Compliance
Investment Performance
Key Takeaways from the 2024 PMAR Conference
We at Longs Peak Advisory Services were thrilled to sponsor and participate in the 22nd Annual Performance Measurement, Attribution & Risk Conference (PMAR™) held on May 22-23, 2024. The event was a fantastic opportunity for us to engage with industry experts and share our insights. We always appreciate how TSG encourages participants to engage with […]
read more
Factsheet & Pitchbooks
Investment Performance
Uncategorized
How to address Yield in Marketing: SEC Marketing Rule
The SEC’s Marketing Rule, Rule 206-4(1), outlines specific criteria for the disclosure of “performance.” However, determining whether metrics like yield constitute “performance” under this rule seems ambiguous. Based on our experience, yield information falls into one of three categories: While SEC staff have discussed this ambiguity publicly and privately, a definitive stance on the treatment […]
read more
Longs Peak News
Longs Peak 2023 Highlights: Reflecting on a Remarkable Year
It's been a big year at Longs Peak! Join us in celebrating our biggest wins from 2023.
read more
GIPS Compliance
Investment Performance
Key Takeaways from the 2023 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…
read more
Factsheet & Pitchbooks
Top 5 Risk Statistics to Include in Your Factsheets
Discover the essential risk statistics you need to include in your financial factsheet and how investors will make decisions using them.
read more
Longs Peak News
Live Your Best Life: A Note from Sean
Today, September 3, 2023, marks Longs Peak’s 8th anniversary, and I couldn’t be more grateful for the incredible journey we’ve had over the last 8 years. As we celebrate this milestone, I’d like to reflect on what this date means to me each year, both personally and professionally, and how I’ve embraced it to live […]
read more