Investment Reporting Partner for
REDUCE WORKLOAD | MAINTAIN VISIBILITY | IDENTIFY OPPORTUNITY | MINIMIZE RISK | MAXIMIZE OUTCOMES
Tell the story your way with our full-customizable reporting suite
Leverage professional, sophisticated reports
Improve outcomes with detailed portfolio reporting and analysis
Ensure compliance with proactive risk assessment
GreenHill provides expert level investment reporting services and an industry-leading investment reporting platform to diverse nonprofit organizations, such as educational institutions, endowments, and foundations.
As a director working with a foundation or endowment, you need an accurate, complete, and up-to-date view of all assets so you can identify opportunity, avoid risk, and maximize performance. However, creating and maintaining this view can be quite a challenge, especially when working with inadequate tools and limited staff. We remove that challenge by working closely with directors to take over the heavy lifting of data management, consolidation, reporting, and analysis. This lets you focus on your primary function of performing fiduciary duties and conveying performance to your stakeholders.
GreenHill Empowers You
TELL THE STORY YOUR WAY
We specialize in helping nonprofits proactively monitor their portfolios via customized, real-time reporting to achieve better investment outcomes. 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.
MANAGE DECISIONS NOT DATA
Stop spending time manually maintaining endless spreadsheets just to get to the point where you can begin to analyze your complex investment portfolios. Instead, leverage real-time, customizable reports that instantly present performance by any desired time period, sectors, or benchmark comparisons. Quickly answer the critical questions, like is your portfolio's current asset allocation delivering the returns you desire? Is it in line with your investment mandate or investment policy statement (IPS)?
Leverage improved governance and guidance via our reporting and auditing functionality.
ENHANCE YOUR SERVICE
Add expertise to assist your staff, compliance and investment committees on account administration, disbursements, reporting, and donor communications.
CAPITALIZE ON OPPORTUNITY
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.
By sharing timely reporting that helps you more clearly communicate with staff, clients, and stakeholders alike.
“Our mission for endowments and not-for-profit organizations (NFPO) 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
GreenHill Makes Performance Personal
We’ll become a trusted member of your team, working side-by-side with you to address your priorities, alleviate your workload, and provide the customized, in-depth reporting you need to tell your investment story with confidence.