These studies were conducted by Greenwich Associates, a third-party research firm that is independent of Summit Strategies Group. Greenwich Associates surveyed plan sponsors with assets in excess of $150 million to document their opinions of their investment consulting relationships. Consultants like Summit receive the study results in exchange for providing Greenwich Associates with evaluations of investment managers. Summit did not pay Greenwich Associates any compensation for inclusion in this study.
The 2016 study is based on 1,216 interviews, 19 of whom retain Summit as their consultant. The 2015 study is based on 1,341 interviews, 28 of whom retain Summit as their consultant. For more information regarding the methodology for the 2016 study, please click the following hyperlink: https://www.greenwich.com/asset-management/institutions-seek-consultants-new-approaches-and-ideas
The Greenwich Quality Index is based on collective client ratings over a number of qualitative categories, such as investment counseling, manager selection, and client servicing. More information regarding these categories is available upon request.
The rankings presented are not necessarily representative of any single client’s experience, but rather represent the collective views of Summit’s sampled clients. Rankings do not represent an endorsement of Summit. Past performance is no guarantee of future results.