There is a framing problem in how many bank trust departments think about investment performance reporting. It tends to be categorized as a client service function — something that gets
ATO President Jennie Menzie and 2026 Annual Meeting Chair Bill McFadden highlight the value of education, peer exchange and industry collaboration for trust organizations As trust organizations navigate rapid advances
Most bank trust departments conduct annual investment reviews. Fewer are confident that those reviews would withstand a hard look from an examiner, or from a beneficiary’s attorney. The gap between
Understanding the fundamental difference between account statements and investment performance analysis, and why trustees need both. Trust departments have long relied on periodic account statements as the primary mechanism for
By Tracy Carter, GreenHill Investment Reporting If you have ever had to email your reporting provider just to change a benchmark, you know how quickly a simple request can slow
When something goes wrong in a trust account — a performance outlier, a missed annual review, a beneficiary dispute — the first question examiners ask is: what did your reporting
Performance reporting is one of the most scrutinized functions within a bank. Examiners review it. Clients judge your credibility by it. Board members rely on it to make investment decisions.
GreenHill Investment Reporting is pleased to announce that it has once again successfully achieved SOC 2 Type II compliance, reinforcing its long-standing commitment to data security, operational integrity, and client
Two days before a quarterly board meeting, a trust officer receives a familiar, last-minute request. A large family wants to see its performance presented in a new way. They want
GAITHERSBURG, Md., Sept. 10, 2025 /PRNewswire/ — GreenHill Investment Reporting announced that its ReportQuest platform has been selected by Integrated Partners, a $22 billion AUA registered investment advisor (RIA) network. ReportQuest will be a part of Integrated
The Power of White Glove Service at GreenHill Tracy Carter, GreenHill Investment Reporting At GreenHill, white glove service isn’t just a tagline, it’s a promise. It’s the quiet confidence our
Institutions managing investment portfolios — banks, not-for-profit organizations, and advisory firms — can avoid investment benchmark mistakes by properly aligning investment objectives with benchmark indices. While this may seem obvious,