GreenHill provides expert level investment reporting for not-for-profit organizations (NFPOs) via an industry-leading investment reporting platform designed for the needs of diverse NFPOs, including educational institutions, endowments, and foundations.
Tell the story your way with our fully-customizable reporting suite
Leverage professional, sophisticated reports
Keep donors up-to-date with detailed reporting and analysis
Provide transparency to all activities, fees, & investment performance
We specialize in helping nonprofits proactively monitor their philanthropic activity and keep donors apprised of all activities, administration, and investment performance details. We are known for our personalized approach, attention to detail, deep industry experience, and flexibility to customize reporting and analysis to each of our clients’ specific needs.
Each of our clients gets their own, dedicated Customer Service Team Member who will audit and process data, answer your questions, monitor, and identify pending risks or opportunities, and take action when necessary to address any issues that might arise.
Stop spending time manually maintaining endless spreadsheets and instead leverage real-time, customizable reports that instantly present fund performance the way you need to see it. Quickly explore timely investment information including performance measurement, that correlates directly to donor funds and cash flows.
By continually auditing and processing your data, our dedicated Customer Service Team member will have visibility and insight to take action to avoid risk, seize opportunity, and keep you aligned toward achieving your fiduciary goals.
Leverage improved governance and guidance via our reporting and auditing functionality.
Add expertise to assist your staff, compliance, and oversight on account administration, gifting, reporting, and donor communications.
By sharing timely reporting that helps you more clearly communicate with staff, partners, and donors alike.
Philanthropic foundation to enhance donor insight with best-in-class reporting on account activity, fee transparency, and investment performance.
“Granting, gifting history, and investment performance are among the top details our donors seek when they access JCF Connect. They expect transparency to administrative items like fees, especially if fees have been bundled in the past. GreenHill enables us to deliver our donors timely investment information, including performance measurement, that correlates directly to their fund and cash flows.”
Eli Landau, Director of Finance, JCF
Our mission for endowments and not-for-profit organizations is to enable them to easily access a professional, insightful snapshot of their investment activity, supporting both the high-level analysis and drill-down exploration of financial data that provides answers and insight where needed.
Harry Cubit, EVP Client Experience, GreenHill
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
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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