Aviva Investors Appoints Westwood Holdings Group, Inc. to Sub-Advise Aviva Investors Global Convertibles Fund
October 19, 2016 at 05:00 am
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Westwood Holdings Group Inc. announced an extension of its long term strategic partnership with Aviva Investors in the global convertibles asset class. With immediate effect, Aviva Investors has appointed Westwood to sub-advise the Aviva Investors Global Convertibles Fund. Westwood will also continue to manage the Aviva Global Convertibles Absolute Return Fund, a liquid alternative fund that the team has been involved in managing since its inception in December 2009. The Westwood Global Convertibles portfolio management team is led by David Clott and Shawn Mato. Prior to joining Westwood in 2014, Clott and Mato spent over 10 years at Aviva Investors, where they managed the Aviva Investors Global Convertibles and Aviva Investors Global Convertibles Absolute Return Funds. This announcement further emphasizes Westwood's strategic commitment to expanding their global client base by providing high-conviction and outcome-oriented strategies to investors directly, or in this case through sub-advisory relationships.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 
