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 …
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. …
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.
A good investment model performance tool is a critical part of every financial advisor and wealth manager’s toolbox.
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
According to Arthur A. Bavelas, (Founder at Family Office Insights) “Working with family office investors is rapidly becoming a relevant strategy for accessing investment capital from the ultra-wealthy and their …
ABOUT GREENHILL
GreenHill is the premier performance measurement reporting firm to the wealth management industry. We offer web access to client reports, model accounts, and customized benchmarks.
© 2024 GreenHill | Privacy Policy | All rights reserved.
