Westpeak’s investment process has evolved from a traditional “alpha” capture to one that is focused on providing a “beta” capture of active return sources in the form of easy-to-implement, rules-based indices.

Westpeak designs and implements investment solutions which seek to:

• Provide an efficient, transparent and cost-effective capture of stock characteristics-based returns
• Manage “Active Return Drawdown,” a critically important dimension of active risk that influences an investor’s ability to stay the course

The key implications of this investment model are:

• Assets linked versus assets managed
• Technology focused
• Implementation choices and fee structures that suit the needs of asset owners