GIPS compliance.
Our speciality.

Focus on your strengths and let our expert team
manage your GIPS compliance.

We’re here to simplify your GIPS compliance.

GIPS Policies & Procedures

Utilizing our knowledge from working with hundreds of GIPS compliant firms, our GIPS consultants gather information from your existing materials to create, document, and implement GIPS policies and procedures that make sense and are uniquely tailored for your firm. Once compliant, Longs Peak is available to edit policies and procedures as GIPS requirements change or internal processes evolve.

Composite Construction

We construct composites that consistently follow the GIPS policies developed for your firm. We also test for performance outliers to identify portfolios that may have been improperly assigned and make corrections to get portfolios in the right composite for the correct time period. Once compliant, Longs Peak can update composite membership on an ongoing basis to reflect changes such as portfolios opening, closing or changing mandates.

GIPS Reports

We calculate all statistics required by the GIPS standards, such as composite-level annual returns, annual dispersion, and three-year annualized standard deviation to produce GIPS Reports for each composite. These reports also include required disclosures designed to match your firm’s policies and procedures. Once compliant, we can periodically update the statistics and disclosures in your GIPS Reports to help you maintain compliance.

GIPS Verification Management

We manage the verification process, representing your firm to complete the verification testing. This can include acting as the verifier’s main contact throughout the verification process, gathering requested portfolio data for testing, and helping organize and manage the entire project on your behalf. If needed, we can also gather proposals and aid in the due diligence process to help you select a GIPS verifier that best suits your firm.

Hear from the Longs Peak team.

The Benefits are clear.

Enhance your marketing

Get noticed by prospective investors.

According to eVestment, two out of three searches made in their database by investors or consultants are set to exclude firms that are not GIPS compliant. Don’t be overlooked! With our help, GIPS compliance has never been this easy.

Improve your compliance program

Comply with industries best practices.

Many firms have inconsistencies in the way fees are recorded, income is accrued, valuations are determined, etc. The practice of documenting and implementing GIPS policies and procedures is an excellent way to identify and address these issues to ensure your firm is consistent in your practices across your firm.

Focus on your strengths

Let us handle your GIPS compliance.

Longs Peak will handle the details, minimizing the burden GIPS compliance has on your team. Our goal is to simplify the process, allowing your professionals to focus on what they do best.

Affordable expert resources

Utilize our team of experts at a reasonable cost.

Full time employees with strong GIPS and investment performance experience are expensive and difficult to find. Longs Peak provides you with a team of performance and GIPS experts for a fraction of the cost of hiring a single experienced employee.

Simplify your GIPS verification

Avoid errors and higher verification fees.

Errors identified in verification testing lead to an increased sample size, which often leads to a longer verification and a potential increase in your verification fees. To minimize this risk, we analyze our clients’ data to identify and address issues before the verification begins.

Whatever your need,
we’ve got a plan for you.

Basic

Simple service to create and maintain
GIPS policies, calculate statistics, and
generate GIPS Reports for firms not
requiring consulting support.

Standard

The complete package for firms that wish
to outsource the full project of becoming
GIPS compliant and maintaining GIPS
compliance on an ongoing basis.

Premium

Custom package  for firms that wish to
outsource their GIPS compliance and
also have Longs Peak research issues,
review marketing materials, and more.

Support Services for GIPS Services
Basic
Standard
Premium
Conduct Initial Gap Analysis
Define Firm for GIPS Purposes
Determine Definition of Discretion
Create Composite Structure and Rules
Establish Calculation Methodology
Document GIPS Policies & Procedures
Research Portfolio Data Required to Construct Composites
Research to Determine Appropriate Composite Membership
Extract & Organize Data for Composite Calculations
Calculate Composite Statistics
Provide Analysis of Composite Results
Review Potential Issues Identified in Composite Analysis
Research Potential Issues Identified in Composite Analysis
Revise Composite Membership Based on Analysis
Build Shadow Composites in Firm's System
Produce GIPS Reports
File Claim of Compliance Form with CFA Institute
Conduct Training on GIPS Standards
Review Marketing Materials
Support Services for GIPS Verification
Basic
Standard
Premium
Verifier Selection and Due Diligence
Act as Verifier's Main Contact Throughout Verification
Gather Requested Portfolio Accounting Data for Testing
Retrieve Contracts and Custodial Statements for Testing
Simplify Verification Request
Organize and Review Testing Files Prior to Submission
Research Potential Issues Raised by Verifier

Pick and choose from our
à la carte services

They can be applied to any service level.

  • Calculate Portfolio-level Returns
  • Calculate Household-Level Returns
  • Calculate Annualized Returns
  • Calculate Performance Appraisal Measures
  • Onsite Performance or GIPS Standards Training
  • Population of Investment Consultant Databases
  • Ad-hoc Performance Consulting

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.