Established Managed Investment Solutions Team Joins Westwood Holdings Group

Chicago-Based Team Adds New Capabilities to Broaden Westwood’s Offering With Bespoke Investment Solutions

DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, an investment management boutique and wealth management firm focused on value and multi-asset strategies, is proud to announce the addition of a cutting-edge Managed Investment Solutions team, bolstering the firm’s ability to provide customized solutions to institutional and wealth investors.

Westwood’s new Managed Investment Solutions team, based in Chicago, will focus on tailoring investment solutions to a diverse array of individual institutional risk/reward tolerances and investment approaches. Greg Behar, Drew Miyawaki and Shaun Murphy boast an average of 25 years of institutional investment experience and come to Westwood with a proven track record of successfully providing diverse institutional clients with bespoke investment solutions.

“Our new Managed Investment Solutions capability is a powerful addition to our suite of capabilities, offering prospective clients the flexibility to access an extensive range of market and thematic exposures,” said Brian O. Casey, Chief Executive Officer. “This new addition is designed to be adaptable, transparent, and, most importantly, customized to address the ever-evolving needs of a diverse client base.”

The team’s unique approach is focused on active design partnered with passive implementation and will provide differentiated value for Westwood clients. Prospective clients for this service include public plans, sovereign wealth funds, corporate pension plans, defined contribution plans, endowments, foundations, consultant groups and wealth investors.

“Central to our Managed Investment Solutions team's strategy is an ongoing commitment to actively listen and achieve a profound understanding of our clients’ portfolios and their evolving objectives,” said Greg Behar. “We start by comprehensively assessing a prospective client’s current exposures and overarching objectives. This approach ensures that the desired outcomes are in harmony with the broader context of the client’s entire portfolio. By clarifying the detailed trade-offs associated with various methodologies, we aim to fine-tune a solution to meet the client’s unique goals and objectives.”