Longs Peak Advisory Services, LLC

04/19/2023

Looking forward to hearing Longs Peak Advisory Services, LLC's own Matt Deatherage speak at the PMAR 2023 Conference!

04/13/2023

Check out our latest post on some downside risk statistics. How to use them and what they explain.

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…

01/03/2023

https://longspeakadvisory.com/gips-compliance-for-2023/
While your GIPS policies and procedures rarely need to materially change, as the standards, regulations and your firm evolves, performing a review of your GIPS compliance each year is beneficial to ensure your documented policies continue to align with your firm’s actual practices.

Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...

10/05/2022

Many investment managers struggle to create fund factsheets that help potential investors truly understand their firm and strategy. How can you decide what to include when making a factsheet for your strategies? Check out Longs Peak Advisory Services, LLC latest blog to find out.

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…

08/10/2022

New blog from Longs Peak!

Cash flows are frequently mentioned throughout the GIPS standards, and there can understandably be confusion around the terms “large cash flow” versus “significant cash flow.” While these terms sound very similar, they refer to different concepts and each play an important role in performance calculations and composite construction for firms that comply with the GIPS standards.



https://longspeakadvisory.com/large-vs-significant-cash-flows/

04/20/2022

The newest blog from Longs Peak Advisory Services, LLC! Learn how to get through the actual verification testing, which tends to be the most time-consuming aspect of a GIPS verification.

Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...

03/10/2022

Recently we have observed numerous trends in the investment industry for a higher level of transparency and more standardized reporting from investment managers. Check out our latest blog that addresses this trend:

The SEC's proposal to enhance private fund marketing is yet another in a trend for more transparency and standardized reporting for investment managers. See what may soon be required.

01/13/2022

Very exciting news from Longs Peak! Check out the full article link in the comments.

12/20/2021

The office had a beautiful weekend up in Steamboat Springs for our annual team gathering. From all of us at Longs Peak, Happy Holidays and here's to a bright New Year!

11/17/2021

The hottest topics of this year’s GIPS conference were the newest developments regarding compliance with the 2020 GIPS Standards, the SEC Marketing Rule, ESG reporting, and manager selection and oversight. Check out Longs Peak Advisory Services, LLC 's newest blog on key takeaways from this two-day event:

Key takeaways from the conference include issues when complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…

11/09/2021

Congratulations to Brendan McGraw and Ethan Turner, CFA for passing the CIPM exam! So proud of our Longs Peak Advisory Services, LLC crew.

11/03/2021

Longs Peak is thrilled to welcome Steve Leydet to our team! He joins us with 7+ years of work in GIPS and Performance, having spent time at Orion/Brinker. Hailing from Philadelphia, PA, Steve will bring a wealth of knowledge and experience to our clients. Go Sixers!