Accurate and timely investment performance reporting is a critical part of successful investing. It allows investors to track the performance of their portfolios and assess the success of their investments over time. Without accurate and timely reporting, investors would struggle to accurately measure the success or failure of their investments, making it difficult to make informed decisions about their portfolio.
With GreenHill as your independent performance measurement partner, you can leverage our expertise in preparing and presenting performance for your client’s investment accounts. The added objectivity of an independent third-party enhances the value of performance reports delivered to your clients. ReportQuest, our online client portal, provides resources for production reporting, ongoing maintenance and detailed performance research and analysis.
Choose from a broad menu of tables and graphs to design performance presentations tailored to client situations.
Schedules cover time and dollar weighted returns, asset growth, asset allocation and investment objective comparisons.
Customize benchmark assignments and blend benchmarks at the total fund and segment levels.
Organize and build client relationship and firm wide composites.
Analyze risk, sector attribution and security level performance.
Create a unique asset mapping scheme to provide performance for desired asset groups and sub-groups.
Our Investment Performance Reporting offers a suite of robust tools designed to enhance your investment analysis and decision-making processes. With features like risk analysis, sector attribution, and security-level performance evaluation, you gain deeper insights into the factors influencing your portfolio’s returns. Our customizable asset mapping allows for tailored performance assessments across various asset groups and sub-groups, ensuring that your reporting aligns with your specific investment strategies. By partnering with GreenHill, you benefit from a comprehensive, flexible, and detailed performance reporting system that empowers you to make informed investment decisions with confidence.
Our feature-rich online performance reporting solution streamlines the way you organize, analyze, and prepare your client investment reports.
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.
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