Streamline Your Compliance Framework
Develop robust policies and procedures aligned with the GIPS Standards to set a solid foundation for compliance.
Achieve GIPS® Compliance with Confidence
We offer a comprehensive range of services to guide your firm through the GIPS compliance journey, ensuring adherence to global standards.
Policies & Procedures
Seamless Verification Management
Develop robust policies and procedures aligned with the GIPS Standards to set a solid foundation for compliance.
Composite Solutions
Accurate & Adaptive Composite Solutions
We help you construct composites that meet the requirements of the GIPS Standards. We can test for outliers, correct misassignments, and update portfolios to reflect changes like openings, closings, and mandate adjustments.
GIPS Reports
Comprehensive Reporting & Compliance
We generate GIPS reports with required statistics and disclosures, ensuring accuracy and ongoing compliance through periodic updates.
Verification Management
Seamless Verification Management
We oversee the GIPS standards verification process, manage communication, gather data, and assist in selecting the best verifier for your firm.
Why Hiring Longs Peak is a Game-Changer
Tailored Compliance Solutions
Receive personalized GIPS compliance solutions that fit your firm’s structure and objectives.
Ongoing Support and Updates
Keep your firm compliant with the latest changes to the GIPS standards through ongoing support and timely updates.
Time and Cost Efficiency
Streamline processes and avoid costly mistakes with our expert guidance and efficient framework.
Seamless Verification Management
Benefit from our thorough preparation and support, where we have worked with most, if not all, verification firms.
Global Standard Adherence
Recognized by institutions around the world.
Enhanced Investor Confidence
Present transparent investment results that foster trust and attract more investors.
Our Proven Process for GIPS Compliance
From initial assessment to becoming GIPS compliant, we ensure the process is smooth and efficient.
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Assessing and Planning
Perform a comprehensive gap analysis to identify the necessary steps your firm must take to achieve compliance with the GIPS standards.
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Documenting Policies
Prepare an initial draft of the policies and procedures that will be used to construct your firms composites.
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Implementation
Construct composites based on the documented policies and procedures, which may be refined and finalized at this stage.
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GIPS Reports
We automate the creation of GIPS reports, including all the required statistics and disclosures, to present the performance results.
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Verification
If your firm choses to be verified, we work with your selected verifier as part of your team to manage the verification process.
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Ongoing Maintenance
Once compliant, we'll help your firm maintain compliance with the GIPS standards on an ongoing basis.
Frequently Asked Questions
Find the answers to the most common questions about our services and how we can help your firm.
Who can benefit from Longs Peak services?
Longs Peak’s services provide value to both investment firms and asset owners, whether they aim to present performance externally or analyze it for internal decision-making. While many organizations rely on Longs Peak to calculate and present investment performance, those not focused on external reporting can leverage our expertise for internal performance analysis. This analysis serves as a powerful feedback loop—helping firms assess strategy implementation, measure progress toward organizational goals, and even inform portfolio manager compensation decisions.
Why hire a consultant separate from my verifier?
Verifiers must remain independent, which limits how much hands-on support they can provide. While they can offer templates and general guidance, they can’t do the work for you. That’s where Longs Peak comes in. We partner with you to write policies and procedures, calculate performance, and create compliant disclosure reports—handling the details your verifier can’t—so you can stay focused on your investment responsibilities with confidence that your materials are accurate and complete. In addition, it’s the firm’s responsibility—not the verifier’s—to ensure independence is maintained. Keep that in mind as you consider who you want to assist with your GIPS or performance project.
What is GIPS compliance and why is it important?
GIPS compliance is the gold standard for ethical and transparent investment performance reporting. It ensures that investment managers and asset owners calculate and present performance consistently, giving prospective clients the confidence to make meaningful, apples-to-apples comparisons across GIPS-compliant organizations managing similar strategies. By adhering to GIPS, organizations demonstrate their commitment to integrity, transparency, and industry best practices.
How does Longs Peak help with GIPS compliance?
Longs Peak specializes in guiding investment firms and asset owners through GIPS compliance—from initial implementation to ongoing maintenance. Unlike verification firms, we are not required to remain independent from our clients, allowing us to take a hands-on approach in drafting policies and procedures, calculating performance, constructing composites, and creating GIPS reports. For firms seeking verification, we also streamline the process by managing all aspects of verification preparation and coordination.
How do we get started with Longs Peak?
Each engagement is designed to meet your organization’s specific needs. Please contact us here to set up an introductory call to discuss how we can help.
Can Longs Peak help with ongoing performance reporting?
Absolutely! We are available to calculate performance and update reporting materials at whatever frequency meets the needs of your organization.
How do I contact Longs Peak for more information?
Please click here to submit a request for us to contact you or you can email us at hello@longspeakadvisory.com. We can also be reached by phone at +1 720.759-4401.
Why trust Longs Peak with our investment performance calculations?
At Longs Peak, investment performance is our core focus. We bring specialized expertise, accuracy, and consistency to your performance reporting so your team can focus on what they do best—managing investments and serving clients. Some organizations don’t need a full-time, in-house performance expert. We offer a flexible solution by providing highly skilled resources who are scoped specifically to your needs and budget. Whether you need help with calculations, reporting, or GIPS® compliance, we deliver reliable, efficient support without the overhead of a full-time hire.
What is a Dedicated Performance Resource?
A Dedicated Performance Resource is a Longs Peak professional assigned to work closely with your team—someone who understands your portfolio structure, data sources, and reporting needs. They serve as an extension of your team, ensuring continuity, accuracy, and deep knowledge of your specific requirements over time.
Why is risk-adjusted performance important?
Risk-adjusted performance helps you understand not just how much return your investments generated, but how efficiently those returns were achieved given the level of risk taken. For asset owners, this is critical for evaluating manager performance, aligning with fiduciary responsibilities, and making informed asset allocation decisions.
How often do you provide investment performance updates?
We tailor reporting frequency to your needs—monthly, quarterly, or annually. Many organizations request different reporting cadences for different audiences, such as monthly for internal reviews or ad hoc for board reporting needs.
Why should I trust Longs Peak to handle my factsheets?
Longs Peak’s competitive advantage in supporting factsheet and pitchbook production lies in our deep expertise in investment performance and our ability to streamline data workflows. Because we already manage performance projects for many of our clients, we can seamlessly integrate that information into marketing materials—saving time, reducing errors, and ensuring consistency. Our team understands both the technical requirements and the design expectations of institutional-quality materials, enabling us to produce factsheets and pitchbooks that are not only accurate and compliant, but also visually compelling and client-ready. With our proprietary tools, hands-on approach, and performance-first mindset, we help investment firms present their strategies with confidence and clarity.
In what ways does Longs Peak help streamline our factsheet and pitchbook process?
Leveraging our proprietary tools and team of performance experts, we’ve developed a streamlined process to transform the data from performance software outputs into polished factsheets and pitchbooks. Our approach minimizes the manual burden on marketing and reporting teams by automating data integration. Whether you need fully customized designs or standardized templates for scalable reporting, our solutions are built with your goals in mind.
Are factsheets designed to comply with industry regulations?
Yes. We understand the regulatory environment in which we operate. Although we are not SEC compliance experts, we can design your factsheets and pitchbooks to adhere to the GIPS standards and consider relevant regulations such as the SEC Marketing Rule in the design process.
What information do you need from us, and how do you access it?
If you're already a Longs Peak client, we likely have access to much of the performance data needed for your factsheets and pitchbooks through our proprietary tools. For any additional data—such as top holdings, sector breakdowns, or other portfolio characteristics—we can log into your portfolio accounting system with view-only access and pull the information directly as often as needed to keep your materials up to date.
Some of our stakeholders and oversight board members are not experts in investment management. Will you help us determine what statistics to include in our reporting that will be appropriate for this audience?
Yes, Longs Peak can absolutely help with that. We specialize in tailoring performance reporting to meet the needs of different audiences. For non-expert stakeholders, we can help identify and include clear, high-level statistics that effectively communicate results without requiring technical investment knowledge. Our goal is to ensure your stakeholders understand performance in a meaningful and accessible way.
Is Longs Peak able to provide an explanation of each statistic included in the reports that can be shared with the stakeholders receiving the performance reports?
Yes. Every statistic we include in our reports can be accompanied by a plain-language explanation that helps stakeholders understand what the number means and why it matters. We believe transparency and education are key to building trust in performance reporting.
We have conflicting opinions on our board as to whether our performance reports should present time-weighted returns (TWR) or internal rate of return (IRR). Can Longs Peak help consult on best practices regarding which should be used in what cases?
Absolutely. Helping firms navigate when to use TWR versus IRR is one of our specialties. We can guide you through industry best practices and help determine which methodology is most appropriate based on the purpose of the report, the type of investment strategy, and the intended audience. We’ll also clearly explain the rationale to your board to help build consensus.
Does Longs Peak offer performance reporting that is designed for internal use where our investment professionals can assess how well their segment of the total fund has performed compared against their objectives?
Yes. We can create customized internal reports that allow your investment professionals to track their specific segment’s performance against benchmarks, targets, and other objectives. These reports can include more technical detail and be designed to support deeper portfolio analysis and decision-making.
Need Further Assistance?
If you didn’t find the answer to your question or need personalized help, don’t hesitate to reach out!
Simplify Performance. Amplify Impact.
