Case Study: Ellwood Associates streamlines manager research and data collection with eVestment Analytics

Ellwood Associates - Customer Case Study

Ellwood Associates, an institutional investment consulting firm, faced significant challenges in gathering and managing institutional investment data for manager due diligence. Their manual process involving faxes, emails, and an annual questionnaire was painful, inefficient, and limited the number of managers they could effectively evaluate, leaving their data stale and insufficient.

By implementing the eVestment Analytics solution, Ellwood centralized its research and gained instant access to a comprehensive and up-to-date manager database. The partnership with eVestment resulted in drastic time savings, reducing data collection from months to seconds. This allowed the firm to significantly increase the number of managers it could follow and made eVestment Analytics its indispensable, go-to first step for all manager evaluation.

Ellwood Associates

Brad Levandoski

Chief Information Officer