Investment Strategies Grid

We search the world

for non-traditional investment strategies that meet the absolute return objectives of our corporate and multi-employer clients.

We provide non-traditional fixed income and equity investment strategies that improve institutional investors’ expected risk-adjusted returns.

ASSET CLASS
DESCRIPTION
TARGET RETURN
Short-Term Private Debt
Supply Chain Finance
CPI + 3-5%
Short-Term Private Debt
Mortgage Bridge Finance (30-50% LTV)
T-Bills + 4%
Short-Term Private Debt
Television & Film Finance
Absolute Return 8-9%
Lower Volatility Equity Alternative
Canadian Farmland
CPI + 5%
Lower Volatility Equity Alternative
Alternative ESG Long Short Equity
Long Term 7-9%
Lower Volatility Equity Alternative
Co-Invest Direct Real Estate
Absolute Return 5-15%
Lower Volatility Equity Alternative
Long Term Private Debt
Absolute Return 15-20%

The principals of Westfield Partners have helped institutional investors make +150 allocations to non-traditional investment strategies over the last 5 years.

  • Pension Plans
  • Health & Wellness Trusts
  • Training & Education Trusts
  • Benevolent Trusts
  • Trade Improvement Trusts
  • Disability Income Plans
  • Subsidization Accounts
  • Reverse Accounts

Direct Access

We provide investors with direct access to key decision makers at our Institutional Investment Partner firms.

Fees

Westfield Partners is paid by the investment firms. There are no additional fees to investors for WPL involvement.