WGI DM is an international investment manager that invests in developed markets equities. They offer both separately managed and commingled accounts, all managed with a similar investment process. WGI DM uses a bottom-up approach, focusing on cash flow, earnings growth, balance sheet strength, and returns on capital. Westwood Global Investments provides infrastructure support to WGI DM, including administrative, operational, trading, compliance, marketing, and IT functions.
Assets Under Management$4.2B
Clients18
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.70% |
| $100.0M - $250.0M | 0.65% |
| $250.0M - $500.0M | 0.55% |
| $500M+ | 0.45% |
Fees are negotiable and subject to change. The fee schedule for commingled accounts (WGI Developed Markets Ex-U.S. Fund and WGI Developed Markets Fund, LLC – SR) is: Under $100 million: 0.75%, $100 million - $250 million: 0.70%, Over $250 million: 0.60%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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