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GIPS Compliance

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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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GIPS Compliance
How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
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GIPS Compliance
GIPS Conference 2021: Key takeaways
Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
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GIPS Compliance
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
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GIPS Compliance
How to survive a GIPS verification Part 1: Setting up for success
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.
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