Westwood Holdings Group Inc · NYSE:WHG
Westwood — Investor Presentation (September 2021)
21 slides from Westwood's investor presentation, Sep 30, 2021
Slide 1: Westwood Investor Relations Presentation
Investing Where It Counts Westwood Investor Relations Presentation A Time Like No Other. Forward With Resolve. As of September 30, 2021 1 Investing Where It Counts High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com
Slide 2: Westwood Holdings Group, Inc. | Overview
Westwood Holdings Group, Inc. | Overview 2 Investing Where It Counts
Slide 3: Firm Overview
Westwood | Forward With Resolve Firm Overview Investment Management We are a focused investment management boutique and wealth management Wealth Management firm offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives a
Slide 4: Our Employees: The Building Blocks of Our Success
2020 | Best Places to Work OUR EMPLOYEES: THE BUILDING BLOCKS OF OUR SUCCESS. Thank you for making Westwood one of the best places to work for the seventh year in a row! At Westwood, we are fiercely committed to our culture and putting clients first. We are so proud to be recognized by P&I as a top
Slide 5: Our Strategies
S Westwood | High-Conviction Equity and Outcome-Oriented Solutions Wealth Solutions Institutional Separate Accounts U.S. Equity Our Strategies Mutual Funds Liquid Alternatives Multi-Asset SMA / Model U.S. Equity Multi-Asset Liquid Wealth Alternatives Solutions LargeCap Value Income Opportunity Alter
Slide 6: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 58% 41% 1% 49% 31% 20% 46% 31% 18% U.S. Value Multi-Asset/ Liquid Institutional Wealth Westwood Public Funds Sub-Advisory Corporate Equity Multi-Strategy Alternatives Separate Managemen
Slide 7: Investment Management
Westwood | Investment Management 7 Investing Where It Counts
Slide 8: Aligning for Commercial Success
Distribution | Executive Summary 3Q 2021 Product Innovation Significant investment in Distribution since 2019 & Management Increased sales growth since strategy implemented Investments Launched new CIT vehicle for Institutional channel in 3Q21 Aligning for Commercial Success Launched SmallCap Growth
Slide 9: Our Multi-Asset Approach
Westwood | Our Multi-Asset Approach Absolute Return. Total Return. Outcome Oriented. Westwood Total Return Multi-Asset Varying degrees Income Opportunity of equity market sensitivity High Income Alternative Income 9 Investing Where It Counts
Slide 10: Wealth Management
Westwood | Wealth Management 10 Investing Where It Counts
Slide 11: Wealth Management Ecosystem
Wealth Management | Ecosystem Digital Wrapper Financial Planning Estate Banking* / Planning Bill Pay & Trust Digital Services Digital Wrapper Wrapper Alternative Investments Investment (PE) Management Digital Wrapper *Banking services are provided through Westwood Private Bank, a branch of Charis Ba
Slide 12: Technology | Client Experience – Personas
Technology | Client Experience – Personas Ultra High Active Small WealthCoach Prospect Net Worth Engaged Institutional (Foundation / $10M+ $2M-$10M $50k-$2M Freemium Endowment / Pension) High Touch Offering Accumulator Accumulator Personal Approach Allocator Strong planning focus Standard estate Com
Slide 13: Westwood Private Bank
Westwood | Private Bank As we continue to focus on delivering services to meet our clients’ needs, we have a partnership with Charis Bank that allows us to refer clients to Westwood Private Bank for banking services. Traditional bank services, including checking, savings and lending Highly personali
Slide 14: Financials | Highlights
Financials | Highlights 14 Investing Where It Counts
Slide 15: 3Q 2021 Highlights
Financial | Highlights 3Q 2021 Highlights $17.9M Revenues $1.9M Earnings $13.8B Assets Under -$423M Net Flows Management 15 Investing Where It Counts
Slide 16: Reconciliation of Net Income to Economic Earnings
Reconciliation of Net Income to Economic Earnings We are providing a performance measure that we refer to as Economic Earnings. Both our management and Board of Directors review Economic Earnings to evaluate our ongoing performance, allocate resources and determine our dividend policy. We also belie
Slide 17: Appendix
Appendix 17 Investing Where It Counts
Slide 18: Technology | Modern, Scalable and Digital
Technology | Modern, Scalable and Digital Ongoing investments in technology InvestCloud WealthCoach Apple App Apex Clearing The backbone of our Latest generation of our Account details, advisor Streamlined integrated system – online advice tool engagement and documentation, seamlessly delivering des
Slide 19: Mutual Fund Disclaimer
Mutual Fund | Disclaimer U.S. Equity and Multi-Asset Funds (I-Shares) Name Symbol To determine if a mutual fund is an appropriate investment for Quality Value WHGLX you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and Quality SMidCa
Slide 20: Forward-Looking Statements
Westwood | Forward-Looking Statements Statements in this presentation that are not purely historical facts, including, without limitation, statements about our expected future financial position, preliminary estimates, results of operations or cash flows, as well as other statements including, witho
Slide 21: Westwood contact details
westwoodgroup.com 200 Crescent Court, Suite 1200 Dallas, Texas 75201 T. 214.756.6900 21 Investing Where It Counts
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