The customer
Gresham House Ireland is a specialist investment manager which aims to protect wealth and deliver financial returns for institutional and private clients through investments in public equities, real estate and forestry.
The challenge
With increasing fund complexity, Gresham House saw an opportunity to improve the frequency and personalization of performance reports to their investors.
The approach
Gresham House selected HUB Reporting, a SaaS solution that automates and governs reporting workflows:
- Onboarded and standardized performance data across all internal and external sources including investor share registers, transactions, and positions
- Implemented complex custom calculations and logic
- Automated report production for fund and investor level reporting
The solution demonstrated HUB’s ability to handle Gresham House Ireland’s reporting needs with flexibility, speed, and precision.
The outcome
Gresham House successfully transitioned from manual, quarterly reporting to a governed, automated process. Key benefits included:
- Improved accuracy and consistency in performance metrics
- Faster reporting cycles, reducing time-to-delivery
- Standardized factsheet generation and ability to meet custom reporting requirements with ease
- Enhanced auditability and governance across reporting workflows
Implementation highlights
- Zero-cost PoV: Delivered under NDA with full onboarding support
- Lightweight Implementation: onboarded with limited disruption to the team
- Simple & Straightforward Commercials