Continuing with our series on performance appraisal measures, check out our latest short article on the Information Ratio: longspeakadvisory.com/information-ra…

It’s unfortunate that our in-person company holiday party had to be cancelled this year, but our team still had a blast doing a virtual wine tasting together. Thank you Willamette Valley Vineyards for a great event and thank you to our team for all that you do.

Have questions about GIPS compliance? Check out our latest article answering some of the most frequently asked questions on this topic: longspeakadvisory.com/gips-complianc…

Unclear on why time-weighted returns (TWR) differ from money-weighted returns (MWR) or when each return type should be used? Check out Longs Peak's recent article on the topic: longspeakadvisory.com/twr-vs-mwr/

Will investment firms be required to have composites to present performance based on the SEC's new marketing rule? Check out our short article for more information: longspeakadvisory.com/sec-new-advert…

Check out our latest article discussing the FINRA requirement to calculate IRR consistent with the GIPS Standards: longspeakadvisory.com/finra-irr-gips…

Check out our latest article on the importance of having a robust quality control process to check for errors in investment performance: longspeakadvisory.com/quality-contro…

How to survive a GIPS verification? Part 1 of this 3 part series will focus on the approach we have seen firms successfully implement to get through a verification. #investmentperformance #investmentmanagement #investmentcompliance #ethicalinvesting longspeakadvisory.com/how-to-survive…

"A verbal sales pitch about investment performance is not enough. What matters are actual results, as well as consistency over the years." - Craig Richer ritzherald.com/investors-do-y…

Check out part 2 of our "How to Survive a GIPS Verification" blog. "In this article, we cover recommendations for kicking off the verification and then provide some context around responding to the initial request made by the verifier." longspeakadvisory.com/how-to-survive…

What better time to write an article about Batting Average than during the World Series? Check out Longs Peak’s latest article on the use of Batting Average to assess investment performance: longspeakadvisory.com/batting-averag… #investmentperformance #investmentmanagement

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. longspeakadvisory.com/gips-standards… #investmentperformance #investmentcompliance

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: longspeakadvisory.com/sec-private-fu…

The newest blog from Longs Peak Advisory! Learn how to get through the actual verification testing, which tends to be the most time-consuming aspect of a GIPS verification. longspeakadvisory.com/how-to-survive… #investmentperformance #investmentmanagement #investmentcompliance #ethicalinvesting

longspeakadvisory.com/large-vs-signi… 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.

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? longspeakadvisory.com/how-to-make-a-…

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. longspeakadvisory.com/gips-complianc…

Check out our latest post on some downside risk statistics. How to use them and what they explain. #performancemeasurement #riskadstatistics lnkd.in/gJfS2rgm

Looking forward to hearing Longs Peak Advisory's own Matthew Deatherage speak at the PMAR 2023 Conference!

By becoming GIPS compliant and incorporating GIPS compliance into your marketing materials, such as factsheets and pitchbooks, you can strengthen your credibility and trustworthiness among clients and prospects. longspeakadvisory.com/gips-complianc…