WestEnd Advisors:A Unique Pursuit of Alpha

WestEnd Advisors is an independent institutional asset management firm. Our active, high-conviction strategies are rooted in intensive macroeconomic research and deep wisdom about the forces that drive domestic and global market sectors.

A disciplined focus on the macroeconomic drivers of performance

Rarely does the same sector remain in favor year after year.

Through a disciplined analysis of 200+ global and domestic indicators, we form a macroeconomic outlook on which sectors, regions, and securities are most likely to outperform. Ultimately, we make allocation decisions based on the data, regardless of short-term market sentiment. This is where wisdom grounded in data makes a difference.

Data drives high conviction

Successfully navigating market trends, risks and cycles takes wisdom and discipline. Our process employs exhaustive research and analysis to screen out noise, avoid biases, and focus on the most important information. Our approach is differentiated by methodical analysis to discern what data matters most and when – knowledge which supports high-conviction decisions.

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Active strategies based on macroeconomic analysis and conviction

Global Strategy

Global Equity

Employs active allocation across global equity markets in pursuit of long-term capital appreciation.

Global Strategy

Global Balanced

Blends global equity growth potential with U.S. fixed income for stability.

Global Strategy

Global Conservative

Emphasizes capital preservation through an active fixed-income allocation with growth potential from global equities.

DOMESTIC Strategy

U.S. Sector

Employs high-conviction sector allocation and avoidance driven by macroeconomic analysis.

DOMESTIC Strategy

Large-Cap Core Equity

Combines high-conviction sector allocation and avoidance with active stock selection.

Commentary | Q1 2020

Contemplating the shape of things to come

In terms of initial impact, the COVID-19 pandemic may be the greatest economic shock in living memory. For markets, given the damage to date, we believe we may be closer to the end than the beginning of the downturn, and we are seeking to manage risk around the potential inflection point.

Our unique market and macroeconomic insights

Commentaries

Highlights | Q2 2020

COVID-19: U.S. cycle was mature and vulnerable to shock

Macroeconomic highlights – Q2 2020

Key trends impacting our investment decisions

Macroeconomic Highlights

Research | Q3 2018

Introducing the communication services sector

At the end of September 2018, Standard & Poor’s and MSCI reorganized their Global Industry Classification Standard (GICS) to create a new “Communication Services Sector.”

What the data reveals about emerging trends and the macroeconomic outlook

Research

Our team

Our greatest resource is our people and the focused wisdom and deep experience they bring to their work. Since 2004, we have grown to 23 employees. WestEnd Advisors is owned by seven partners, each of whom is active in the company today.

Connect with us

To learn more about how our proprietary sector-based approach can help you in meeting your investment objectives, please call us at 888.500.9025, or email us at info@westendadvisors.com.