WESTWOOD HOLDINGS GROUP INC
Q2 2024 Form 13-F

Westwood employs a flexible distribution strategy, focusing on institutional and intermediary channels. The company supports its marketing and client service efforts through a dedicated distribution sales infrastructure. Additionally, Westwood Wealth Management caters to individual clients by offering comprehensive wealth and investment management solutions, utilizing both internal and external investment services.

The company's financial metrics include $15.5 billion in assets under management (AUM) and $1.1 billion in assets under advisement (AUA). Westwood operates within a highly competitive market and generates revenue through fees and commissions from its investment management and trust services.

Regulatory compliance is a critical aspect of Westwood's operations. The company adheres to various federal and state laws, including the Investment Advisers Act, the Investment Company Act, and the Employee Retirement Income Security Act of 1974. It is also subject to oversight by the Securities and Exchange Commission (SEC) and the Texas Department of Banking.

Westwood is committed to fostering a diverse, equitable, and inclusive workplace. Women make up 43% of its workforce, and 34% of employees identify as members of minority communities. The company also emphasizes corporate social responsibility, focusing on environmental sustainability, community involvement, and charitable giving.

In summary, Westwood Holdings Group is a mid-sized financial services company offering a broad range of investment management and trust services. It serves a diverse client base, competes in a challenging market, and operates under stringent regulatory oversight.