Investment model performance is invaluable for investors, as it provides a tool to help predict future returns and identify potential risks. By running simulations of different investment strategies and scenarios, investors can gain insights into what works best and identify potential pitfalls. It can also help investors monitor the performance of their portfolios, enabling them to make more informed decisions.
Specify any combination of mutual funds, ETFs or securities to construct your model.
Designate when allocation changes occur.
Determine frequency for rebalancing—annual, quarterly, monthly or only at time of allocation change.
Provide annual percentage for investment management fees and posting schedule.
Maintain historical data for components that are no longer active.
ReportQuest v4.14 has officially been TSG Certified by The Spaulding Group, a recognized authority in investment performance and risk measurement. This independent review confirms that our rates of return calculations meet a rigorous set of extensive criteria across functionality, accuracy, controls, usability, reporting, and more.
GreenHill is an independent performance measurement and reporting provider that specializes solely in investment performance reporting, analytics, benchmarking, and data integrity services through its ReportQuest platform.
ReportQuest is GreenHill’s online reporting and analytics platform that delivers production reporting, interactive research tools, benchmarking, model performance analysis, variance analysis, and customizable report packages for advisors, banks, and wealth teams.
Yes. GreenHill integrates with major custodians and trust accounting systems including Charles Schwab, SEI, Pershing, Accutech, FIS platforms, Infovisa, Innotrust, and others. Additional connections can be added based on client need.
Most clients receive monthly data loads. GreenHill also supports daily or more frequent loads when the data source permits.
GreenHill performs detailed data audits, health checks, exception reviews, and integrity validations before any reporting is produced. Errors such as incorrect prices, missing transactions, share count discrepancies, and corporate action mismatches are flagged and corrected.
Typically five to seven days once data is received from the client or custodian. Timing varies based on data source quality and completeness.
Yes. GreenHill can deliver finalized PDF reporting packages. You also have full access to ReportQuest, where you can view data, download reports, create your own reports, customize layouts, and build multi-account or relationship level packages.
Yes. GreenHill supports detailed customization including time periods, benchmarks, blended benchmarks, segment structure, color palettes, branding, footnotes, index display rules, and layout preferences.
Yes. GreenHill maintains an extensive benchmark library and can help advisors select or blend appropriate benchmarks based on portfolio composition and strategy.
Yes. ReportQuest provides risk statistics, sector attribution, contribution reporting at the security and segment level, and variance analysis for compliance oversight.
Yes. ReportQuest Version 4.14 is certified by The Spaulding Group, which verifies the accuracy, controls, and methodology of GreenHill’s performance calculation process.
GreenHill’s service team can help prepare meeting materials and occasionally join calls to explain performance details, clarify data, or support advisors during board meetings or investment committee sessions.
Pricing is simple and account based. GreenHill does not use asset tiers, which makes it economical to include all accounts, even small ones, in performance reporting.
Most implementations complete within four to ten weeks depending on the number of accounts, custodians, and data sources.
Yes. GreenHill supports independent RIAs, community banks, regional banks, trust departments, multi-family offices, OCIO providers, and institutional investment teams.
Yes. ReportQuest supports IRR, MOIC, contribution analysis, custom valuation cycles, and hybrid portfolios that mix public and private investments.
GreenHill is specialized, highly responsive, deeply customizable, competitively priced, and focused exclusively on performance measurement and reporting rather than spanning dozens of unrelated functions.
Yes. Comprehensive reporting, variance analysis, attribution tools, and documented processes help banks and trust departments satisfy examiner requests and internal audit requirements.