We’ll Keep the
Focus on your strengths and let our expert team
manage your GIPS compliance
Here’s how we keep you GIPS Compliant.
Update composite membership to reflect changes such as accounts opening, closing or changing mandates. We also check the current period for performance outliers and test that composite rules are followed.
Maintain Policies and Proceedures
Edit policies and procedures as GIPS requirements change or internal processes evolve. We also help firms complete recurring actions required by their policies and procedures such as reviewing accounts for changes in discretion.
We act as the verifier’s main contact, representing your firm for each ongoing verification period. Similarly, we help compile responses for regulators, prospective clients or other outside parties relating to your GIPS compliance and verification.
Update GIPS Compliant Presentations
We update all required GIPS statistics such as composite-level annual returns, annual dispersion, and three-year annualized standard deviation to produce GIPS compliant presentations for each composite. Disclosures are also updated to reflect changes (if any) for the current period.
Becoming GIPS Compliant for the first time?
The benefits are clear.
Focus On Your Strengths
Longs Peak improves the process for maintaining your firm’s GIPS compliance and minimizes the burden complying has on your team. Our goal is to use our expertise to help your firm maintain its compliance, allowing your professionals focus on their primary responsibilities
Affordable Expert Support
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
Many firms rely on their GIPS verifier to catch errors in their performance. This practice leads to the verification being more time consuming and expensive as the testing sample size and time spent on the verification increases with each identified error. Using Longs Peak to maintain your GIPS compliance and to manage the verification process helps the verification process run smoothly.
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.