Investment Performance Measurement Reporting
Investment performance measurement reporting puts the raw statistics in an illuminating context
and presentation. Comparative data such as market indices,
balanced indices, and mutual fund returns make it possible to meaningfully assess the performance
of a fund or part of a fund’s assets relative to investment options with similar management style
or investment objectives. Without comparative data, assessing a 6% return by itself is difficult.
High-quality reports provide information in a helpful format, providing just enough
information to quickly digest the key aspects of a fund’s performance. Sometimes tables are most
helpful; other times, graphs convey information best. At times an overview is most important,
while at other times a detailed view of the performance for each discrete part of an account
(even down to the security), and each period, may be
GreenHill works with clients to determine the best mix of reports and reporting capabilities, report
configurations, and benchmark configurations to give you and your clients the information they need.