Established Managed Investment Solutions Team Joins Westwood Holdings Group
31 October 2023 - 11:00PM
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.”
“This expansion brings to Westwood an ability to diversify our
product offerings, broaden our client base and enhance our revenue
streams,” said Fabian Gomez, Westwood Holdings Group President. “We
believe the current market conditions are highly conducive to the
introduction of our Managed Investment Solutions capability and our
new team members are pivotal to realizing our ambitions in this
regard.”
“This expansion represents a notable entry into a substantial
market segment, where there is a strong demand for a solutions
business that seamlessly complements our existing investment
capabilities,” added Brian Casey. “I believe this investment
signals to the market, our shareholders and employees that we are
committed to pursuing thoughtful strategic initiatives to improve
our business and return to a growth trajectory.”
Meet the New Westwood Managed Investment Solutions
Team
Greg Behar is a Senior Investment Leader with
over 20 years of institutional investment experience in building
global teams, existing and new business lines, and new global
investment strategies. Greg most recently served as LGIMA’s head of
index investment strategy and was responsible for providing
investment thought leadership to investors and developing
comprehensive investment solutions and insights across the spectrum
of index strategies. Prior to joining LGIMA, Greg was a senior vice
president and head of global equity investment strategy at Northern
Trust Asset Management. Prior to joining Northern Trust, Greg was a
portfolio specialist for the active quantitative equity strategies
at Deutsche Asset Management. Greg holds a BA in Economics from
Binghamton University and serves on various index advisory
panels.
Drew Miyawaki has over 20 years of U.S. and
international experience on both the buy and sell sides. Drew has
held head of equity trading roles at numerous firms, most recently
at Chicago-based LGIMA, with a focus on improving client outcomes
across a diverse universe of global indices. Drew relocated to the
U.S. from London to globalize the trading function and help build
LGIM’s U.S.-based index business. Prior to working at LGIM in
London, Drew held sell side positions at Knight Capital, Liquidnet
and Jefferies, with a focus on portfolio, algorithmic and
electronic trading and transaction cost analysis. He holds a BSc in
Behavioral Science from Drew University.
Shaun Murphy, CFA, has extensive experience and
understanding of investment philosophy, process and products
serving institutional, high net worth and retail clients at both
large organizations and investment boutiques. Shaun joined LGIMA in
2013, where he most recently was the head of U.S. index funds and
was responsible for establishing and growing a multi-asset index
solutions business. Prior to working at LGIMA, Shaun held various
positions at Northern Trust, including being responsible for the
management of portfolio management groups in the U.S., EMEA and
Asia Pacific. He started his career at State Street Global Advisors
in London as an investment manager. Shaun is a CFA charterholder.
He holds a BA (Honors) in Business Studies from the University of
Sunderland and spent two years attending the University of
Wisconsin-Milwaukee.
ABOUT WESTWOOD HOLDINGS GROUP, INC.
Westwood Holdings Group, Inc. is a focused investment management
boutique and wealth management firm.
Westwood offers a broad array of investment solutions to
institutional investors, private wealth clients and financial
intermediaries. The firm specializes in two distinct investment
capabilities: U.S. Value Equity and Multi-Asset, which includes
Asset Allocation, Tactical Absolute Return, Energy and Real Assets.
Westwood’s strategies are made available through separate accounts,
the Westwood Funds® family of mutual funds and other pooled
vehicles. Westwood benefits from significant, broad-based employee
ownership and trades on the New York Stock Exchange under the
symbol “WHG.” Based in Dallas, Westwood also maintains offices in
Houston and San Francisco. For more information on Westwood,
please visit westwoodgroup.com.
Media Contact:
Tyler BradfordHewes
Communications212.207.9454tyler@hewescomm.com
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