Around the Peak.

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…

Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…

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…