Around the Peak.
The latest news, tips and information from us
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Investment Performance
GIPS Compliance
Investment Performance
Are ETFs A Better Benchmark?
Using ETFs as benchmarks instead of traditional indices has become a common practice among investors and fund managers. But is this better?
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GIPS Compliance
Investment Performance
Key Takeaways from the 2024 PMAR Conference
We at Longs Peak Advisory Services were thrilled to sponsor and participate in the 22nd Annual Performance Measurement, Attribution & Risk Conference (PMAR™) held on May 22-23, 2024. The event was a fantastic opportunity for us to engage with industry experts and share our insights. We always appreciate how TSG encourages participants to engage with […]
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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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