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What's New In Investments, Funds? – Vestmark, WestEnd Advisors
Editorial Staff
18 December 2025
Vestmark, a wealth management software and services provider, is partnering with WestEnd Advisors, which focuses on actively managed model portfolios and separately managed accounts, to launch a tax-advantaged US Sector Strategy SMA. In early April this year, Family Wealth Report spoke to Vestmark about its approach to AI.
The strategy seeks to provide long-term capital appreciation and mitigate risk by combining active, macroeconomically-driven sector allocation and avoidance with direct indexing of desired sector exposures.
Among recent partnerships, Vestmark – as reported here – in late October inked a distribution partnership with Capital Group, a $2.6 trillion AuM asset manager. In early May, it formed a partnership with Miami-headquartered Corient.
Vestmark said it supports six of the industry’s 10 largest managed account platforms, with $1.9 trillion in assets flowing through its platform. In July 2023 Vestmark unveiled what it calls VAST, an outsourced portfolio management service focused on personalization at scale. The offering is a direct indexing service.