Around the Peak.

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…

How robust is your quality control process? In light of recent investment performance troubles at PSERS, now may be a good time to evaluate your firm’s quality control procedures. Here’s what you need to know...

FINRA now requires IRR to be calculated according to the GIPS® Standards. But how do you calculate and present a GIPS compliant IRR?

Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...

Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…