GAITHERSBURG, Md., Sept. 13,
2024 /PRNewswire/ -- GreenHill's best-in-class
investment performance reporting services – used by family offices,
wealth managers, and RIAs – provide the robust, comprehensive
performance reporting not-for-profit organizations (NFPOs) now
require.
NFPOs manage large pools of money with trading and investment
strategies that must adhere to regulatory guidelines as well as
internal standards set by management. As regulatory rules become
more complex, NFPOs can no longer depend on manual tools like
spreadsheets to provide the analysis and reporting they need,
making services like GreenHill's Investment Reporting
essential.
GreenHill's Investment Reporting for Not-for-Profit
Organizations' customizable reports enable NFPOs to analyze complex
investment portfolios across custom time periods, asset classes,
and benchmarks. NFPOs can monitor performance in real time,
tracking performance against investment mandates to ensure the
portfolio's asset allocation and security selection are delivering
the returns outlined in the investment policy statement while
maintaining regulatory compliance.
"Clear, accurate, and timely investment information is important
to NFPOs," said Bill McFadden,
President of GreenHill. "GreenHill provides investment analysis,
reporting, and monitoring services to ensure complete transparency
to firms through real-time, customized reports analyzing portfolio
performance, cash flow, fees and regulatory compliance."
Investment performance information can be integrated with firm
and end client reports that highlight key metrics complementing the
NFPO's existing reporting programs via API/data feeds.
Alternatively, NFPOs can provide their data to GreenHill and
generate reports via GreenHill's client portal.
GreenHill's reports empower not-for-profit organizations to
optimize financial performance while ensuring regulatory
compliance.
- Variance Reporting allows NFPOs to quickly visualize
performance outliers and adhere to strict investment policies and
standards
- End Client Reports allow NFPOs to create customized,
branded performance reports, including graphics and charts
- Reporting on desired asset classes, including pooled
funds, allows NFPOs to analyze and provide detailed investment
information for their individual clients
- Donor Advised Reporting graphically shows allotments to
various donor advised funds and activity, providing compliance
ready statements
- Cash Flow Reporting summarizes cash flow activity
detailing fees to provide a complete view across accounts
About GreenHill Investment Reporting
Since 1991, GreenHill has delivered personalized investment
analysis, reporting and monitoring services designed to keep pace
with the changing needs of the financial services industry. An
independent provider, GreenHill services bank and independent trust
companies, RIAs, not-for-profits, family offices, law firms and
endowments. To learn more, visit ghill.com.
Contact:
Jack Curran, EVP, Sales
(301) 444-1908
jack.curran@ghill.com
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SOURCE GreenHill Investment Reporting