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. Large-Cap Equity
- International Equity
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. Large-Cap Equity
- International Equity
- Fixed Income
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. Large-Cap Equity
- International Equity
- Fixed Income
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
- Communication Services
- Financials
- Consumer Discretionary
- Consumer Staples
- Utilities
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 Discretionary
- Financials
- Communication Services
- Consumer Staples
- Utilities
Large-Cap Core Equity Strategy
Number of holdings: Approximately 20 large-cap U.S. stocks
Quarterly portfolio outlook, positioning, and attribution
Multi-Asset
Multi-Asset
An active, multi-asset solution for investors seeking capital appreciation with risk mitigation from asset class diversification.
Objective
Primarily seeks capital appreciation across a range of economic environments through active allocations to and within equity, fixed income, and real asset exposures. This multi-asset class strategy combines high-conviction active management with the diversification of low-cost, passive exchange-traded products.
Portfolio Model Allocations*
- U.S. Large-Cap Equity
- International Equity
- Fixed Income
- Real Assets
Multi-Asset Strategy
Number of holdings: Typically 8-22 equity, fixed-income, and real asset exchange-traded funds