Global Equity ETF Strategy

A global strategy for the long-term

We believe that investments in global equity markets, held at the right times, will outperform the broad market. Our Global Equity Strategy has capitalized on this concept since 2005, giving investors access to long-term capital appreciation through a diversified portfolio of ETFs while helping them weather periods of negative returns.

Proprietary analysis makes a difference

Our analysis and experience set WestEnd Advisors apart. We aggregate macroeconomic data into a proprietary database of more than 200 domestic and international economic metrics, and analyze the information to identify economic trends. We build our portfolio using five to ten diversified ETFs from leading U.S. providers, investing in those areas of the market that are poised to capitalize on economic tailwinds and avoiding those facing headwinds.
Global Equity

We launched this long-only, low-turnover strategy in 2005.

Outlook and Strategy Updates

 

U.S. Macro Outlook

Q3 2017

 
 
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U.S. Macro Outlook from the Investment Team

International Macro Outlook

Q3 2017

 
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International Macro Outlook from the Investment Team

Global Equity Portfolio Positioning

Q3 2017

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Global Equity Portfolio Positioning from the Investment Team

Other Strategies

Global Balanced ETF Strategy

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Holding a selection of fixed-income and equity ETFs to combine opportunity with protection.

U.S. Sector ETF Strategy

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Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.

Large-Cap Core Equity Strategy

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Selecting approximately 20 stocks which we believe are poised to benefit from economic trends.