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ReportQuest™ by GreenHill

Independent Investment Performance Reporting

GreenHill’s ReportQuest is a powerful, browser-based performance reporting platform designed to support wealth managers, institutional investors, and not-for-profit organizations. ReportQuest enables accurate, timely, and customizable investment performance reporting, empowering firms to make more informed decisions, enhance transparency, and improve client communication.

Investment Reporting for RIAs Report Example

Enhanced Investment Performance Reporting

Accurate, Flexible, and Fully Customizable

Investment performance reporting is essential for assessing portfolio success and guiding investment decisions. ReportQuest delivers enhanced insight through a full suite of tools designed to evaluate portfolio performance, risk exposure, sector attribution, and compliance.

GreenHill serves as an independent third-party partner, bringing objectivity and trust to your performance reports. Our customizable performance measurement tools let you build dynamic presentations tailored to each client’s goals and preferences.

 

Key Capabilities:

  • Detailed risk analysis and security-level performance insights
  • Support for time- and dollar-weighted returns, asset growth, and allocation
  • Custom asset mapping to create performance groups and subgroups
  • Custom benchmarks and blended benchmarks at total fund or segment levels
  • Composites built for both client relationships and firm-wide reporting
  • Real-time reporting updates and on-demand report generation

ReportQuest for Investment Performance Reporting

Quickly identify which investments are driving or dragging performance with ReportQuest’s intuitive Research Contribution report. This concise, visually organized dashboard helps investment professionals and advisors make informed portfolio decisions with confidence and clarity.

  • Top Contributors & Detractors View: Instantly see which holdings had the greatest impact on returns over any time period.
  • Detailed Performance Metrics: Includes return contribution, dollar contribution, average weights, and more.
  • Customizable Filters: Select date ranges, asset segments, and number of securities to tailor your analysis.
  • Export-Ready Formatting: Clean layout designed for seamless export to Excel and client-ready presentation.

GreenHill’s ReportQuest platform delivers intuitive, comprehensive investment performance reporting that empowers advisors and institutions with actionable insights. This customizable performance view ensures clarity across asset classes, helping users evaluate portfolio returns with precision and transparency.

  • Dynamic Reporting Filters: Select date ranges, return basis, and fund levels to tailor reports to client needs.
  • Clear Asset Allocation Visualization: Visual breakdowns like pie charts instantly convey portfolio composition.
  • Detailed Performance Metrics: Track returns across multiple time frames—from one month to ten years—alongside benchmarks.
  • Export-Ready Format: Generate PDF reports with a single click for easy sharing and presentation.

ReportQuest’s risk/return analysis tools provide a powerful lens into portfolio performance, empowering users to evaluate how effectively returns are being generated relative to risk. With interactive visuals and a robust set of risk metrics, this report helps managers align investment decisions with client objectives and risk tolerances.

  • Visual Risk/Return Scatter Plot: Quickly identify portfolio positioning relative to benchmarks and the efficient frontier.
  • Comprehensive Risk Metrics: View alpha, beta, Sharpe ratio, tracking error, and more—standardized for easy comparison.
  • Benchmark Integration: Compare results to custom blended indexes or traditional benchmarks like FTSE and T-Bill.
  • Flexible Date & Duration Filters: Analyze risk-adjusted performance over customizable trailing periods and date ranges.

ReportQuest’s Variance Analysis dashboard gives firms the power to compare client account performance against benchmarks or peers across customizable time frames. With scalable reporting across hundreds of accounts, users can easily pinpoint outliers and explain deviations with clarity and confidence.

  • Comparator Flexibility: Benchmark against indexes, models, or peer groups with just a few clicks.
  • Z-Score Insights: Standardized metrics help quickly identify accounts that significantly under- or over-perform.
  • Granular Time Period Selection: Evaluate return variance across multiple trailing intervals, from one month to ten years.
  • Bulk Export Capabilities: Export variance data in XLS format for further analysis or integration into firmwide reviews.

ReportQuest’s Fixed Income Profile provides a clear, professional snapshot of bond sector allocations and maturity distributions, ideal for client reporting and compliance reviews. With visually engaging charts and detailed tables, this report simplifies portfolio diagnostics and enhances communication around fixed income strategy.

  • Sector Allocation Breakdown: View precise exposure across government, municipal, corporate, and specialty bond types.
  • Bond Maturity Distribution: Easily interpret interest rate sensitivity and duration risks with bar chart visualizations.
  • Yield & Duration Metrics: Compare weighted average coupon and maturity data against Bloomberg benchmarks.
  • Concise, Client-Ready Format: Clean, exportable layout ideal for investment reviews, board presentations, or audits.

ReportQuest’s Enterprise Composite summary delivers a holistic view of fund performance, asset composition, sector exposure, and key drivers of return—all in a single, client-ready report. This dynamic snapshot equips investment teams with the clarity needed for portfolio reviews, client meetings, and compliance reporting.

  • Integrated Portfolio Composition: Visual breakdown of equities, fixed income, alternatives, and cash.
  • Top Contributor Insights: Instantly see which holdings are driving quarterly performance.
  • Performance Across Time Frames: Track returns across quarter, fiscal year, and since inception.
  • Side-by-Side Sector Weights: Compare portfolio allocation against benchmarks to highlight positioning.

Seamless Data Integration

Interface with Leading Custodians and Accounting Systems

GreenHill integrates ReportQuest with a broad range of trust accounting platforms and custodians to streamline the collection and processing of investment data.

Supported Interfaces Include:

  • Accutech Cheetah / Gold
  • Charles Schwab
  • FIS AddVantage / Charlotte / TrustDesk
  • Fi-Tek TrustPortal
  • Infovisa MAUI
  • Innotrust
  • Pershing
  • SEI
  • Stellar Technologies

Why GreenHill?

Our History of Innovation

Founded in 1991, GreenHill pioneered desktop-based performance measurement with GHperf. We continued innovating through Chameleon in 1998 and the launch of ReportQuest in 2011. Since then, our solutions have evolved with industry demands—adding composite management, compliance variance tools, and model performance analysis.

Today, ReportQuest remains a dynamic and expanding platform supporting institutions and advisors with the accuracy, flexibility, and insight needed to navigate today’s investment landscape.

The GreenHill Difference

  • Objectivity & Independence: We are a trusted third-party partner.
  • Customization at Scale: Reporting built to fit each client’s strategy and goals.
  • Expert Support: U.S.-based team with an average of 15 years of performance reporting experience.
  • Reliable Delivery: Fast turnaround and unmatched attention to detail.
  • Professional Presentation: Reports that reflect the quality of your advisory services.

ReportQuest v4.14 Achieves TSG Certification from Spaulding Group

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.

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Discover the Power of ReportQuest

Let GreenHill help you improve client outcomes, reduce reporting burden, and elevate your performance analysis. Contact us to schedule a demonstration of ReportQuest and learn how our performance reporting platform can enhance your investment practice.

GreenHill Investment Reporting
Independent. Accurate. Actionable.

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