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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
Family Offices: Meeting Their Performance Measurement Software Needs
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 …
