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In 2017, Ellwood was one of three consultants named a Greenwich Quality Leader in the Mid-size Consultants category for Overall U.S. Investment Consulting.
The award distinguishes investment consultants who received high ratings from their institutional clients in the Greenwich Associates annual research study across all categories, including investment counseling, manager selection, and client service. Greenwich Quality Leaders demonstrate deep understanding of the institutions they serve and how to meet their needs.
“At Ellwood, we are committed to providing outstanding service and impartial advice to help our clients achieve their goals,” said Russell Hill, Ellwood Chairman and CEO. “It’s an honor to receive an award that reflects how our clients value and trust that approach.”
For 46 years, Greenwich Associates has conducted the annual research by interviewing some of the largest plans in the United States.
Disclosures: Greenwich Associates is an independent third–party research firm. In the 2017 U.S. Institutional Investors Study, Greenwich Associates interviewed 1,059 senior professionals at 884 of the largest tax-exempt funds in the United States with assets greater than $150 million. Of the 1,059 interviews, 32 were with clients of Ellwood. Greenwich Quality Leaders are based on the Greenwich Quality Index which is prepared by Greenwich Associates from quantitative and qualitative client evaluations of their asset management and investment consulting providers in certain broad investment management categories, including Investment Consulting, Manager Selection, Client Service and Commercial Arrangements. Ellwood did not compensate Greenwich Associates for its inclusion in the study.
The results of the study represent Greenwich’s assessment of the collective client rankings, and are not intended to be representative of a single client’s experience with Ellwood. The results of the study do not represent an endorsement of Ellwood. Past performance is not indicative of future results.