I'm interested in speaking with an Investment Manager Research Team Member
I'm interested in learning more as a Prospective Client
Manager research adds essential value to your portfolio. Our consultants assess your investments, goals, and constraints to identify manager candidates that fit your organizational requirements.
We follow a generalist consulting approach. Our consultants conduct manager research using their experience with support from analysts. At Ellwood, our consultants work directly with you to best understand your requirements and goals. This approach allows a broad view on investment managers considering your perspectives and that of the research team.
Our manager research team is divided to provide meticulous focus on every asset class. This structure ensures that our consultants know the qualities of your investment portfolio and the specific traits of relevant investment managers.Our team has two distinct areas of focus:
Both groups are further supported by teams focused on specific asset classes:
The consultant making your recommendations also participated in the research and due diligence of every investment manager on our approved list of managers.
We vet every candidate before investing your capital. Our teams use qualitative and quantitative research to screen for managers that meet our exhaustive criteria for performance and investment style. This research includes multiple in-person and on-site meetings with managers. Once a candidate is found who is high performing and high-integrity, they are added to our list.
Our conflicts of interest policy allows for our research teams to make independent decisions without an investment manager’s influence. We seek managers with consistent long-term track records. Managers that have demonstrated inconsistency are avoided.
Through unbiased evaluation of manager and strategy options across the industry, our team maintains a dynamic list of best-in-class investment managers to serve any need you may have. It is from this list that we find candidates that are uniquely qualified to help you achieve your investment goals.
Ready for manager research for your investments? Contact Ellwood.