Meaningful Investment Performance for Asset Owners

Whether you need a fully outsourced performance team or support with one-off projects, we provide expert assistance to calculate or present investment performance.

Strategy Analysis Investment Insights

We handle investment reporting, strategy analysis, and training for clear performance insights.
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Demonstrate Mandate Compliance with Risk-Adjusted Metrics

We calculate key risk-adjusted performance measures or help with attribution analysis to help evaluate managers, monitor strategy effectiveness, and provide stakeholders with meaningful insights beyond raw returns.
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Build Meaningful Custom Benchmarks

We can create a custom blended benchmark that is a meaningful comparison for your total fund by weighting multiple indices in a manner that matches your strategic asset allocation targets and rebalancing frequency.
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Set Up Your Verification for Success

Prior to providing policy documents and data to your verifier, we can conduct mock verification testing to confirm performance is consistently calculated inline with documented procedures. This helps prepare your firm for a smooth and efficient verification process.
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Dedicated Performance Resource (Asset Owner)

Set Up Your Verification for Success

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

Demonstrate Mandate Compliance with Risk-Adjusted Metrics

We calculate key risk-adjusted performance measures or help with attribution analysis to help evaluate managers, monitor strategy effectiveness, and provide stakeholders with meaningful insights beyond raw returns.
Custom Blended Benchmarks

Build Meaningful Custom Benchmarks

We can create a custom blended benchmark that is a meaningful comparison for your total fund by weighting multiple indices in a manner that matches your strategic asset allocation targets and rebalancing frequency.
Pre-Verification Testing

Set Up Your Verification for Success

Prior to providing policy documents and data to your verifier, we can conduct mock verification testing to confirm performance is consistently calculated inline with documented procedures. This helps prepare your firm for a smooth and efficient verification process.
Book A Consultation

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.
Communicate Your Value
Let us help you calculate relevant statistics to support internal evaluation, oversight reporting, and stakeholder transparency.
Create Meaningful Performance
We transform raw performance data into actionable insights by aligning results with strategic asset allocation, policy benchmarks, and risk objectives. Our approach enables stakeholders to evaluate manager effectiveness, monitor funding progress, and make informed decisions that support long-term goals.

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!