An Active Approach
to Integrating ESG

Core Principles

Our focus on transparency, corporate governance, life principles, ethical conduct and giving back to the communities in which we operate is core to our values. Diversity also is an important part of our culture and identity; over 46% of our employees are women — many in senior-level positions. Nearly 40 years ago, we established a distinct corporate culture around renowned basketball Coach John Wooden’s Pyramid of Success™, which is a sustainable roadmap we aspire to maintain with a culture that values teamwork, excellence, integrity and placing client and stakeholder interests ahead of our own. The life principles summarized in the Pyramid of Success have no explicit reference to investments, but are instrumental in how we serve clients, view our investment responsibilities and operate as a company.

Westwood is a signatory of the United Nations Principles for Responsible Investment (UN PRI) and is committed to adopting and implementing responsible investment principles in a manner that’s consistent with our fiduciary duties to clients. As signatories, we recognize the importance of considering Environmental, Social and Governance (ESG) issues as part of our overall investment process.

ESG Policy   Understanding ESG

Our Approach

Governance

Westwood is committed to the successful integration and promotion of ESG at both the corporate level and investment level. We have established two governing structures to ensure we have the strategic influence and leadership required to create a clear corporate sustainability strategy across the business. The separation of responsibilities among the two governing structures was designed to ensure proper accountability across the firm. Additional information on these committees is available in our ESG policy.