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Ellwood ranks in top quartile of 2016 Greenwich Quality Index in the Overall U.S. Investment Consulting category

June 2017 | Chicago

Ellwood is pleased to announce that it ranked in the top quartile of tGreenwich Associates Logohe 2016 Greenwich Quality Index in the Overall U.S. Investment Consulting category. Within the Client Servicing segment of the Index, Ellwood ranked in the top quartile in five of the six categories: Reasonable Fees; Usefulness of Personal Meetings; Usefulness of Written Investment Performance Review; Sufficient Professional Resources; and Responsiveness & Prompt Follow-up on Requests. In addition, Ellwood ranked in the top quartile rankings in the Advice on Long-Term Asset Allocation and Liability Issues and Knowledge of Investment Managers categories.

“Clients are at the center of everything we do at Ellwood. To see that our clients recognize and appreciate our partnership is humbling and confirming of our efforts,” says Russ Hill, Ellwood’s CEO.

For 45 years, Greenwich Associates has conducted the annual research by interviewing some of the largest plans in the U.S. The Greenwich Quality Index has become a standard measure of service quality for institutional advisors.



Disclosures: The Greenwich Quality Index is prepared by Greenwich Associates (“Greenwich”), an independent third–party research firm. In connection with the 2016 study, Greenwich conducted interviews with 1,216 senior professionals at 1,052 of the largest tax-exempt funds in the United States with assets greater than $150 million. Of the 1,216 interviews, 11 were with clients of Ellwood. The Greenwich Quality Index is prepared 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.

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