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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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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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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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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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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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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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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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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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