Podcast: Play in new window | Download (Duration: 27:06 — 37.2MB)

How is cutting-edge technology reshaping portfolio management with advanced reporting?

Join Rusty Sommer as he sits down with Bill McFadden, President and CEO of GreenHill Investment Reporting, to explore the evolving intersection of portfolio management and performance reporting, and its pivotal role in client trust and decision-making.

Bill McFadden explores how investment reporting has evolved from a basic compliance requirement into a strategic asset, enabling deeper client engagement, clearer insights, and more informed wealth management decisions. With a key focus on leveraging data visualization and tech partnerships, the duo discusses the importance of customized, clear communication to tell compelling investment stories.

Rusty and Bill discuss: 

  • The balance of automation with personalized client services for investment professionals
  • Flexibility and customization in investment performance measurement
  • AI’s potential influence on generating insights and enhancing advisory roles
  • Greenhill’s innovative initiatives, including a unique partnership with Drexel
  • The shift in client expectations and more sophisticated reporting needs
  • How enhanced data, combined with sophisticated portfolio management and reporting solutions, can address alternative investment needs.

Connect with Rusty Sommer:

Connect with Bill McFadden:

About Our Guest: 

Bill McFadden is the President at GreenHill Investment Reporting in the Greater Tampa Bay Area. He has over 25 years of experience as a Financial Services Executive and Entrepreneur. Bill is also the owner of Sixline, an investment advisory consulting firm. Bill McFadden was formerly the lead of Business Development for CGI.