Zero-Based Fees

How It Works:

The alpha-based performance fee goes beyond leveling the playing field with competing index and ETF products from a cost perspective and ensures fees will only be paid when a favorable outcome is achieved.

Why It Works:

In essence, WW Zero-Based Sensible Fees™ are an efficient way to eliminate beta fees altogether and align manager compensation with outperformance. This is potentially very attractive to index or ETF investors who seek alpha but are working within a constrained fee budget. Westwood has introduced WW Zero-Based Sensible Fees™ as part of a new initiative on our high conviction LargeCap Select strategy. We are confident in linking our fee structure directly to alpha in an attempt to level the playing field for investors and change the probability of winning in an efficient asset class.