WestEnd Advisors is a registered investment advisor and long-tenured asset manager offering a suite of active, high-conviction domestic and global investment strategies. The cornerstone of WestEnd Advisors’ investment philosophy is that the macroeconomic environment is a key driver of financial market returns.  The investment team formulates its outlook through ongoing analysis of over 200 macroeconomic data series, and then allocates to the sectors and other areas of the market that are expected to benefit from macroeconomic tailwinds over the next six to 18 months.  Areas of the market seen facing headwinds are underweighted or avoided. The aim is to build portfolios aligned with the evolving macroeconomic backdrop to deliver alpha throughout the economic cycle.

Investment Franchise Snapshot: 

• A disciplined and collaborative investment team applying a consistent top-down approach first developed in 1996 and implemented with ETFs since 2005.
• Located in Charlotte, North Carolina, the portfolio managers average nearly two decades of investment experience.
• A commitment to using qualitative analysis across a wide range of economic data helps identify areas of economic strength and weakness irrespective of where we are in the cycle.
• A long-term track record with a vetted investment process.