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 took on the task of gathering performance information, holdings, assets and other important data points necessary in the due diligence process. The firm asked select managers to complete an annual questionnaire. Should a new manager be introduced mid-year, however, they were unable to provide an accurate assessment. The depth of data wasn’t always sufficient either, and in other cases it had just gone stale. With the growing number of available managers to choose from and a limited data collection staff

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