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Investment Performance
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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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