Around the Peak.

Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...

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 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...

Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…

Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…

Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.

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 alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…