Transparent Reporting with Longs Peak

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.

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.

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 firms managing similar strategies. By adhering to GIPS, firms demonstrate their commitment to integrity, transparency, and industry best practices—setting themselves apart in a competitive market.

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.

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.

Absolutely! We are available to calculate performance and update marketing materials at whatever frequency meets the needs of your marketing efforts.

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.

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.

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.

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. Often these metrics are used in marketing or internal feedback loops that help the portfolio manager understand how they added value.

We tailor reporting frequency to your needs—monthly, quarterly, or annually. Many firms request different reporting cadences for different audiences, such as monthly internal reviews and quarterly marketing. We ensure all reports are delivered on time and align with expectations.

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.

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.

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.

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.