
Around the Peak.
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Investment Performance

GIPS Compliance
Investment Performance
Key Takeaways from the 2023 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…
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GIPS Compliance
Investment Performance
Key Takeaways from the 2023 PMAR Conference
Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…
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Investment Performance
What is Max Drawdown & Calmar Ratio?
Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…
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Longs Peak News
ColoradoBiz Names Longs Peak’s Jocelyn Gilligan, CFA, CIPM as a GenZYZ Top Young Professional
Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.
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Investment Performance
What is the Treynor Ratio?
The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…
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Longs Peak News
Longs Peak Makes Matt Deatherage, CFA, CIPM Partner
Longs Peak announced today that the company has appointed Matthew Deatherage, CFA, CIPM as equity Partner, effective January 1, 2022. We are so excited to have Matt join our Partner team. He is...
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Investment Performance
What is Up-Market & Down-Market Capture Ratio?
Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
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Investment Performance
What is Batting Average in Finance?
Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
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Investment Performance
When to Use Time-Weighted Return (TWR) vs. Money-Weighted Return (MWR)
When should you use a TWR and when is it appropriate to use a MWR (IRR)?
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