Ellwood Associates

Firm Profile: Institutional Investment Consulting

Ellwood Associates has provided comprehensive investment consulting services to its clients since the firm’s founding in 1977. Through its work researching managers on the behalf of foundations, endowments, retirement plans and other clients, the consulting firm gathers performance information, holdings, assets and other important data points necessary in their due diligence process. Ellwood Associates has been an eVestment client since 2002 and subscribes to eVestment Analytics.

Case Study: eVestment Analytics

“It was clear early on that eVestment could relate to us because they were in our shoes not too long ago as consultants themselves,” said Ellwood’s Chief Information Officer, Brad Levandoski. “We were able to quickly narrow down the choices and formed a partnership with eVestment.” As one of eVestment’s original eleven clients, Ellwood was able to provide feedback regarding the information it needed in order to develop eVestment’s first manager questionnaire. “It was very collaborative and motivating to us that we could have a say in what we wanted to see and what the solution could be. It was like eVestment was reading the minds of consulting firms to make the process of gathering institutional investment data easier,” said Levandoski.

Today, Ellwood uses eVestment Analytics to evaluate managers for searches, prepare for meetings with new managers and generate reporting for clients. “eVestment Analytics is always the first place we go when we want to get to know a manager or to know if we even want to take a meeting. It is our step one. Our response to managers who call us asking how to get into our database is to submit their data to eVestment.”

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