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How GreenHill Tackles the Pain Point of Limited Expertise Have you ever found yourself stuck with a rate of return question or problem, only to realize that you don’t have …
Private Equity Performance Reporting: Unveiling the Secrets to Success
Private equity (PE) firms play a vital role in the financial ecosystem, providing capital and expertise to businesses, driving growth, and generating returns for investors. However, measuring performance in private …
Is Fear Preventing You from Switching to a Better Performance Reporting Platform?
GreenHill Provides Seamless Data Migration Many wealth managers are unhappy with their current investment reporting solution. They want more flexibility and custom reporting, features their existing system does not provide. …
Recent GICS changes impacting your reporting? Not if you’re working with GreenHill.
Changes to the Global Industry Classification Standard (GICS®) structure went into effect in GICS Direct and in S&P DJI’s indices.
The changes affected most sectors and essentially changed what it means to be sector neutral. They also had the potential to dramatically impact performance reports if not corrected for in the reporting details.
The Surprising Investment Model Performance Feature You Shouldn’t Be Without
A good investment model performance tool is a critical part of every financial advisor and wealth manager’s toolbox.
3 Investment Performance Reporting Must Haves for 2023
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
The Investment Objective
When discussing the topic of investments, the average person is inclined to think that the goal of investing is to gain as much profit as possible. While this is true …
Why Measure Investment Performance?
“An investment in knowledge pays the best interest.” – Benjamin Franklin “You have to know the past to understand the present.”- Carl Sagan The above quotes both come to mind …
4 Steps to Use Benchmarks to Measure Portfolio Investment Performance
As management guru Peter Drucker famously said, “If you can’t measure it, you can’t manage it.” I have made the best investment choices ever, but how on earth can I …
