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We’re All About
Calculated Value.
Demonstrate the value you add with meaningful
performance statistics
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The value of what we can do for you.
Risk-Adjusted Performance Statistics
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We calculate common risk-adjusted statistics so you can easily demonstrate that your strategy has outperformed your benchmark and peers on a risk-adjusted basis. Example statistics include, Sharpe Ratio, Information Ratio, Sortino Ratio as well as other common returns-based appraisal measures.
Historical Portfolio Track Record
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Utilizing available books and records, we can compile data and calculate performance statistics for a portfolio. This is often done either to examine the accuracy of a previously-calculated performance track record or to build the historical performance information needed to market a new firm or strategy.
Back-Tested Model Performance
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Based on trading rules you create, we can build a hypothetical portfolio to demonstrate a historical performance track record. Deliverables include a performance report showing historical performance statistics as well as disclosures regarding the calculation methodology used.
Aggregate Portfolio/Household Performance
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We can aggregate account-level performance information that you want reported at a portfolio or household level. This will improve dispersion measures by aligning your performance reporting with how you actually manage your strategy.
The benefits are clear.
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Demonstrate Your Abilities
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Longs Peak can help your firm identify and calculate appropriate performance appraisal measures that will best demonstrate the value you add as an active manager to your prospective clients.
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Market New Strategies
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Whether it is based on a hypothetical trading strategy or a live account with historical books and records, we can construct a performance record and calculate statistics for use when marketing the strategy to prspective clients.
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Create Meaningful Performance
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Strategies are often implemented at the portfolio or household-level (comprised of many smaller accounts) while performance reporting is only available at the individual account-level. Longs Peak can aggregate your accounts into larger portfolios or household groups to ensure your reporting reflects your management at the level it was implemented.
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There’s reason to be excited!
With our help, things are going to be a whole lot easier for you.
Talk to one of our GIPS consultants or performance experts today and let’s get started.