A LONG HISTORY OF DATA

At WestEnd Advisors, data drives all of our investment strategies. We analyze hundreds of sources of macroeconomic information and use what we discover to inform our decisions. Our proprietary, top-down investment process has been implemented with individual stocks since 1996 and with ETFs since 2005.

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.

Objective

Seeks long-term capital appreciation while mitigating volatility. The long-only, low-turnover strategy combines high-conviction active allocations to global and U.S. equities with the diversification of ETFs from leading U.S. providers.

 

Portfolio Model Allocations*
  • U.S. Equity
  • International Equity
* Model allocations as of December 31, 2019, excluding cash. Figures may not add up to 100% due to rounding. Please click here for important disclosures.

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ Global Equity Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

Global Equity Strategy

Number of holdings: Typically 5–10 equity exchange-traded funds

Quarterly portfolio outlook, positioning, and attribution
Portfolio positioning intra‐quarter updates

Global Strategy

Global Balanced

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

Objective

Seeks long-term capital appreciation while preserving capital through asset class diversification. The long-only strategy exploits opportunities in the global equity and U.S. fixed income markets, combining high-conviction active management with the diversification of ETFs from leading U.S. providers.

Portfolio Model Allocations*
  • U.S. Equity
  • International Equity
  • Fixed Income
* Model allocations as of December 31, 2019, excluding cash. Figures may not add up to 100% due to rounding. Please click here for important disclosures.

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ Global Balanced Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

Global Balanced Strategy

Number of holdings: Typically 8-15 equity and fixed-income exchange-traded funds

Quarterly portfolio outlook, positioning, and attribution
Portfolio positioning intra‐quarter updates

Global Strategy

Global Conservative

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

Objective

Seeks capital preservation through asset class diversification and fixed-income exposure as well as capital appreciation through active allocations. The long-only, low-turnover strategy combines high-conviction active management with the diversification of ETFs from leading U.S. providers.

Portfolio Model Allocations*
  • U.S. Equity
  • International Equity
  • Fixed Income
* Model allocations as of December 31, 2019, excluding cash. Figures may not add up to 100% due to rounding. Please click here for important disclosures.

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ Global Conservative Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

Global Conservative Strategy

Number of holdings: Typically 8-17 fixed-income and equity exchange-traded funds

Quarterly portfolio outlook, positioning, and attribution
Portfolio positioning intra‐quarter updates

DOMESTIC Strategy

U.S. Sector

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

Objective

Seeks to provide long-term capital appreciation and mitigate volatility by combining high-conviction active management with the diversification of ETFs. The strategy invests in sectors of the S&P 500 that are primed for growth, while avoiding those facing economic headwinds.

Portfolio Model Allocations*
  • Information Technology
  • Health Care
  • Consumer Staples
  • Communication Services
  • Consumer Discretionary
  • Utilities
* Model allocations as of December 31, 2019, excluding cash. Figures may not add up to 100% due to rounding. Please click here for important disclosures.

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ U.S. Sector Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

U.S. Sector Strategy

Number of holdings: Typically 4-6 U.S equity sector exchange-traded funds

Quarterly portfolio outlook, positioning, and attribution
Portfolio positioning intra‐quarter updates

DOMESTIC Strategy

Large-Cap Core Equity

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

Objective

Seeks to provide long-term capital appreciation and minimize periods of significant negative returns. Employing a sector-focused, data-driven approach, we invest in financially strong S&P 500 companies in the sectors best positioned to benefit from economic tailwinds.

Portfolio Model Allocations*
  • Information Technology
  • Health Care
  • Consumer Staples
  • Communication Services
  • Consumer Discretionary
  • Utilities
* Model allocations as of December 31, 2019, excluding cash. Figures may not add up to 100% due to rounding. Please click here for important disclosures.

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ Large-Cap Core Equity Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

Large-Cap Core Equity Strategy

Number of holdings: Approximately 20 large-cap U.S. stocks

Quarterly portfolio outlook, positioning, and attribution

The most recent complete presentation can be viewed here.

Any portfolio characteristics, including position sizes and sector allocations among others, are generally averages and are for illustrative purposes only and do not reflect the investments of an actual portfolio unless otherwise noted. The investment guidelines of an actual portfolio may permit or restrict investments that are materially different in size, nature and risk from those shown. The investment processes, research processes or risk processes shown herein are for informational purposes to demonstrate an overview of the process. Such processes may differ by product, client mandate or market conditions. Portfolios that are concentrated in a specific sector or industry may be subject to a higher degree of market risk than a portfolio whose investments are more diversified.

Holdings, Sector Weightings and Portfolio Characteristics were current as of the date specified in this presentation. The listing of particular securities should not be considered a recommendation to purchase or sell these securities. While these securities were among WestEnd Advisors’ Large-Cap Core Equity Strategy holdings at the time this material was assembled, holdings will change over time. There can be no assurance that the securities remain in the portfolio or that other securities have not been purchased. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities presently in the portfolio. Individual clients’ portfolios may vary.

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.