Around the Peak.

Tracking Error and R-Squared provide insights into a strategy’s performance and risk characteristics, leading to…

Using ETFs as benchmarks instead of traditional indices has become a common practice among investors and fund managers. But is this better?

We at Longs Peak Advisory Services were thrilled to sponsor and participate in the 22nd Annual Performance Measurement, Attribution & Risk Conference (PMAR™) held on May 22-23, 2024. The event was a fantastic opportunity for us to engage with industry experts and share our insights. We always appreciate how TSG encourages participants to engage with […]

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 […]

It's been a big year at Longs Peak! Join us in celebrating our biggest wins from 2023.

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…

Discover the essential risk statistics you need to include in your financial factsheet and how investors will make decisions using them.

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 […]

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