GreenHill Performance Reporting

With GreenHill as your independent performance measurement partner, you can leverage our expertise in preparing and presenting performance for you 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.

Flexible and Comprehensive Reporting

  • 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.

Interactive Research and Reporting

  • Research performance data at multiple asset levels and security level. 

  • Display performance results for multi-account client relationships or firm wide composites. 

  • Access detailed market value and cash flow data utilized in return calculations. 

  • Configure and establish desired reporting packages. 

  • Generate established reports or request ad-reports. 

  • Perform account and composite maintenance in real time.