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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
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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mountain field in summer
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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Marketing with GIPS
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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PMAR 2023
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 Standards Compliance 2023
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 Conference 2022
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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Large vs Significant Cash Flows
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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