The Westwood MIS Real Assets Strategy offers institutional investors a more intentional way to access listed real assets through a custom, rules-based index. The strategy was designed in collaboration with consultants and institutional investors seeking better alignment between liquid real assets and portfolio objectives.

The strategy focuses on four clearly defined pillars: Energy, Infrastructure, Real Estate, Natural Resources. Each sector is screened using EBITDA or asset-level metrics to ensure exposures reflect true economic activity. Westwood’s approach uses risk-weighted allocations to reduce volatility, improve diversification and maintain inflation sensitivity.

The result is a liquid real assets strategy designed to deliver:

• Protection against inflation
• Enhanced risk-adjusted returns
• Lower drawdowns
• Greater portfolio diversification

Whether used to complement private holdings or serve as a standalone allocation, this strategy offers flexibility, clarity, and stronger alignment with investor objectives.

Request our investor presentation for more details.