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 …
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 …
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, …
We are proud to announce that GreenHill’s investment performance reporting platform, ReportQuest v4.14, has officially been TSG Certified by The Spaulding Group, a recognized authority in investment performance and risk …
Fixed Income Reporting: Maturity Ladders In Fall 2024, interest rates and bond yields increased notably, driving investor interest in fixed income investment tools like maturity ladders. Successfully managing maturity ladders …
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 (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 …