Global Balanced ETF Strategy
A macro strategy for a more risk-conscious investor
This long-only, low-turnover strategy aims to capitalize on our conviction that specific parts of global equity and U.S. fixed-income markets, held in the right economic conditions, will consistently outperform the broad market. We put this conviction into action through a macro-focused strategy that invests in ETFs from leading U.S. providers. Our approach is designed to help the strategy benefit from economic tailwinds while minimizing exposure to sections of the markets facing economic headwinds.
Decisions driven by research
At WestEnd, we believe that the best decisions are those rooted in data and supported by our decades of experience. That’s why we begin the investment process by aggregating more than 200 domestic and international economic measures into a proprietary database. We then analyze that information looking for broad economic trends and areas of economic strength here and around the world.
Our analysis becomes the foundation for the Global Balanced strategy. We look to make the most of opportunities in the markets by investing in about eight to fifteen equity and fixed-income ETFs. We launched this long-only, low-turnover strategy in 2005.
Emphasizing fixed-income ETFs for capital preservation with growth potential from active equity allocation.
Investing in ETFs representing domestic and international markets positioned for economic strength.
Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.
Large-Cap Core Equity Strategy
Selecting approximately 20 stocks which we believe are poised to benefit from economic trends.