Investor Presentaiton
Westwood | Additional Strategic Initiatives
Utilize Technology to Improve Work Flows and Data Management
-Hired first Chief Information Officer
-Upgraded Westwood Trust accounting system to provide consistency across offices and scalability for future offices
-Migrated technology infrastructure to the Microsoft Azure cloud-based platform to improve performance, security, accessibility/mobility and
disaster recovery
-Converted trade order management system from Advent Moxy to Bloomberg AIM+ to better facilitate existing and future products
-Completed first phase and initiated second phase of the data architecture program to improve security, management and business intelligence
Enhance Marketing and Product Management Focus
-Hired Head of Marketing and Product Management
-Rebuilding strategic marketing content and branding initiatives to deliver a consistent client experience across channels
-Increase and improve digital presence
-Accelerate sales growth by supporting the Westwood brand globally
Transparent Goal Setting & Accountability
-Input solicited from every person in the company, members of the Board and senior management for agreed upon top goals for the firm
-Internal scorecard developed for tracking progress:
-Investment performance (relative & peer group)
-Sales and client service (new sales & client retention)
-Financial results (expense control/TSR/dividend growth)
-Strategic goals (technology investment/strategic planning/growth initiatives)
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Investing Where It Counts
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