GH perf is a PC-based performance measurement system designed to assist bank trust departments, investment managers, pension consultants, and plan sponsors in monitoring and evaluating investment performance results.

GHperf provides integrated total fund and segment reporting utilizing a customized asset mapping scheme. Reports may be customized by selecting schedules on an account as well as a segment basis. Tabular, black and white, and color graphic output are available. Performance reports include time and dollar weighted returns, annual and cumulative returns, market cycles, asset growth, risk analysis, unit values, index and investment objective comparisons, asset allocation, performance attribution and rankings. Comparisons may be made to specified investment objectives and to over 300 market indices. GreenHill Universe rankings by investment style may be performed for balanced accounts as well as equity and fixed income accounts and segments.

Composite accounts may be created by linking any number of individual accounts. Historical data and account relationship information are maintained for each composite and its component accounts. Multi-account reports that summarize results for related accounts are available.

GHperf facilitates full compliance with the GIPS standards. Calculation of both gross and net rates of return is permitted. Performance calculations utilize daily accounting of cash flows.

GHperf contains a data preparation module to accommodate entry, aggregation, and editing of performance measurement input data. Automated data interfaces from portfolio accounting systems easily link to this module.

GHperf may be installed on-site or run via service bureau. Web delivery of GHperf reports is available.

Fees range from $2,500 - $75,000 per year based on reporting requirements and number of accounts monitored.

Contact your CAPIS salesperson at 800.247.6729 or 214.720.0055, or call Lisa Warren with GreenHill at 301.444.1900.