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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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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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