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Factsheet & Pitchbooks
Factsheet & Pitchbooks
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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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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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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Factsheet & Pitchbooks
Investment Performance
How to Make a Fund Factsheet
Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…
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