Around the Peak.
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here at Longs Peak.
Our Latest Posts
How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
SEC Proposes to Enhance Private Fund Marketing
The SEC's proposal to Enhance Private Fund marketing is another in a trend for higher levels of transparency and more standardized reporting for investment managers. See what may soon be required.
Longs Peak News
Longs Peak Makes Matt Deatherage, CFA, CIPM Partner
Longs Peak announced today that the company has appointed Matthew Deatherage, CFA, CIPM as equity Partner, effective January 1, 2022. We are so excited to have Matt join our Partner team. He is...
What is Up-Market & Down-Market Capture Ratio?
Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
GIPS Conference 2021: Key takeaways
Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
What is Batting Average in Finance?
Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
How to survive a GIPS verification Part 1: Setting up for success
Starting a GIPS verification or trying to re-ignite a stalled one? Here's how to set up your verification to make it to the finish line.
Analyzing Investment Performance with Alpha & Beta
Analyzing alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…