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.
GreenHill simplifies the tasks associated with calculating and presenting performance results for your investment models. No longer do you need to create a composite of accounts assigned to a model, try to find representative accounts without cash flows, create complex spreadsheets or use software that doesn’t accommodate your model parameters.
GreenHill provides management reporting tools that can be used to evaluate the consistency of account performance to benchmarks, performance targets, or amongst managed account groups. This process can help expose performance variations, group membership issues, such as composites or coding, and benchmarking issues.
Perform peer group rankings using the GreenHill Universe made available via an alliance with Morningstar. GreenHill’s Universe Rankings module provides the ability to create specialized equity, fixed income and balanced peer groups utilizing style categories or investment objectives. Peer groups may also be constructed using a process to screen by portfolio characteristics.
GreenHill’s Portfolio Explorer Module provides detailed analysis of equity and fixed income portfolio holdings. Equity reports review cost value, market value, percent of market, quarterly and annual price changes, price to earnings, price to book, current yield, beta and market capitalization. Summaries may be displayed by sector and/or industry.
