Westwood Holdings Group, Inc.

05/23/2025

Thinking about changing your business structure? Switching from a C corporation to an S corporation can offer tax advantages, but it’s not always simple.

Learn what to consider before making the move in yesterday's Wealth Insights: https://bit.ly/4dwZ7JM

05/23/2025

We've moved! Follow our new page:
https://www.facebook.com/WHGHoldings/ to stay updated with the latest insights and news from Westwood Holdings Group. We're excited to connect with you there!

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.

05/23/2025

We’re proud of our team’s continued involvement with Habitat for Humanity. Today’s Women Build project in Dallas was another step in building a stronger community.

05/22/2025

Parag Sanghani, SVP Senior Portfolio Manager, provides an update on the state of the energy markets. Watch the short preview below, and click the link to see the full video here:
https://bit.ly/3H8j8Kz

05/21/2025

Greg Behar, head of Managed Investment Solutions at Westwood, will speak on the “Actively Managed ETFs Continue to Dominate New Issuance” panel at The ETP Forum on June 3 at the New York Athletic Club.

As actively managed ETFs continue to lead new issuance in 2025, Greg will join fellow managers to discuss the structural advantages of ETFs, the strategies driving adoption and what this trend means for the future of active investing.

Learn more about the event: https://bit.ly/4kgXiTy

05/21/2025

Westwood is excited to be sponsoring the upcoming Markets Group 9th Annual Pacific Northwest Institutional Forum in Seattle on May 22.

Come meet us there and reach out to Markets Group to get involved.

For more information on the event, please visit: https://bit.ly/4k8m7RP

05/20/2025

Check out our latest Basis Points. Subscribe and get weekly market commentary delivered straight to your inbox. Click on the image below to read our latest.



https://bit.ly/43puK34

05/20/2025

Global markets are more interconnected than ever, and investors are increasingly focused on how exposure to authoritarian regimes can impact portfolios.

Director of Managed Investment Solutions Drew Miyawaki recently joined Scott Martin of The Wealth Advisor to discuss how the Westwood LBRTY Global Equity ETF (NYSE: BFRE) is designed to help investors reduce both direct and indirect exposure to non-democratic markets while maintaining a diversified global equity allocation.

Learn more about the strategy behind BFRE: https://bit.ly/43nE8UP

For important risks and disclosures, click here: https://bit.ly/4dwKAOi

05/19/2025

Introducing the Portfolio Managers behind our LBRTY Global Equity ETF (NYSE: BFRE): Drew Miyawaki, Senior Vice President, Director of Managed Investment Solutions.

Drew brings over 20 years of experience in both U.S. and international markets, and he plays a pivotal role in devising strategies that are responsive to the dynamic needs of our clients. His comprehensive specialization spans both the buy and sell sides at LGIMA, Knight Capital, Liquidnet and Jefferies, enabling him to oversee the development of ETF solutions tailored to diverse market conditions.

Learn more about our investment team at westwoodetfs.com.

05/16/2025

Ben Chittenden reviews last month's performance and shares his latest outlook thoughts in this month's Multi-Asset Update. Watch the preview below and click the link for the full video: https://bit.ly/4ktLuxj