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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 […]
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What is the Treynor Ratio
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.
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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…
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GIPS Conference 2022
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.
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Sean & Jocelyn Gilligan La Plata Peak Summit
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 […]
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Marketing with GIPS
Factsheet & Pitchbooks GIPS Compliance

GIPS Compliance in Marketing Materials: Demonstrating Your Competitive Advantage

Elevate Your Marketing with GIPS® Compliance - Let Longs Peak help you Stand out in the competitive financial landscape.
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PMAR 2023
GIPS Compliance Investment Performance

Key Takeaways from the 2023 PMAR Conference

Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…
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maximum drawdown
Investment Performance

What is Max Drawdown & Calmar Ratio? 

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…
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Sean & Jocelyn Gilligan Longs Peak
Longs Peak News

ColoradoBiz Names Longs Peak’s Jocelyn Gilligan, CFA, CIPM as a GenZYZ Top Young Professional

Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.
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