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GIPS Compliance
GIPS Compliance
Key Takeaways from the 28th Annual GIPS® Conference
The CFA Institute hosted its 28th Annual Global Investment Performance Standards (GIPS®) Conference on September 17-18 in San Diego, CA. As always, the opportunity to reconnect with industry peers and colleagues was a highlight. We are grateful to all the speakers and panelists who shared their insights. Here are some key takeaways we found valuable […]
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GIPS Compliance
Investment Performance
Are ETFs A Better Benchmark?
Using ETFs as benchmarks instead of traditional indices has become a common practice among investors and fund managers. But is this better?
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GIPS Compliance
Investment Performance
Key Takeaways from the 2024 PMAR Conference
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 […]
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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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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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GIPS Compliance
Investment Performance
Key Takeaways from the 2023 PMAR Conference
Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…
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GIPS Compliance
GIPS Compliance Actions for the New Year 2023
Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...
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GIPS Compliance
Key Takeaways from the 2022 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
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GIPS Compliance
Large vs Significant Cash Flows – What’s the difference?
Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…
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