Greenwich Disclosures

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.