Calculate Performance Statistics
Demonstrate the value you add with meaningful performance statistics
What We Can Do For Your Firm
Demonstrate Your Abilities
Present performance appraisal measures that highlight the value you add
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.
Market New Strategies
Performance statistics for live or hypothetical portfolios
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.
Create Meaningful Performance
Aggregate accounts to present household performance
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.