Calculate Meaningful Investment Performance

Whether you need a fully outsourced performance team or support with one-off projects, we provide expert assistance in composite calculations, model performance analysis, and appraisal statistics.

Strategy Analysis Investment Insights

We handle investment reporting, strategy analysis, and training for clear performance insights.
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Prove Your Edge with Risk-Adjusted Metrics

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.
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Portfolio History of Portfolio Performance

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.
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Backtest Your Strategy with a Hypothetical Portfolio

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.
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Dedicated Performance Resource

Backtest Your Strategy with a Hypothetical Portfolio

We handle investment reporting, strategy analysis, and training for clear performance insights.
Risk-Adjusted Performance Statistics

Prove Your Edge with Risk-Adjusted Metrics

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

Portfolio History of Portfolio Performance

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

Backtest Your Strategy with a Hypothetical Portfolio

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.
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Clear, Measurable, and Meaningful Benefits.

Benefits to optimize performance and drive success
Demonstrate Your Abilities
Longs Peak helps firms identify and calculate performance appraisal measures that demonstrate the value you add as an active manager.
Market New Strategies
Whether based on a hypothetical trading strategy or live accounts, we can construct a performance track record and calculate relevant statistics to support the strategy’s presentation to prospective clients.
Create Meaningful Performance
We aggregate individual accounts into portfolios or household groups, ensuring performance reporting aligns with how strategies are actually implemented.

Focus on Growth, We’ll Handle The Metrics

We offer a comprehensive range of services to guide your firm through the GIPS® compliance journey, ensuring adherence to global standards.

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Collected The Data Performance

Gathered data to evaluate and enhance investment performance.

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Longs Peak Risk-Adjusted Performance

Longs Peak's performance measured with risk-adjusted investment metrics.

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Analyze Historical Portfolio Track

Review past portfolio performance to assess trends and insights.

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Creating New Strategies

We can analyze the performance and stats for strategies and live accounts to attract clients.

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Implementation New Strategies

Adopting new strategies to optimize returns and manage risks.

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Maintenance The Metrics Performence

Once compliant, we'll help your firm maintain Implementation New Strategies
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Frequently Asked Questions

Find the answers to the most common questions about our services and how we can help your firm.
Need Further Assistance?
If you didn’t find the answer to your question or need personalized help, don’t hesitate to reach out!