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GIPS Compliance

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...
Investment Performance

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.
Matt Deatherage Partner
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...
Investment Performance

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
GIPS Compliance

GIPS Conference 2021: Key takeaways

Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
Batting average in finance
Investment Performance

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…
GIPS Compliance

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.
GIPS Compliance

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.
Investment Performance

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…