SEPARATELY MANAGED ACCOUNTS

Winslow serves a wide variety of clients – corporate pension plans, non-profit foundations, endowments, charitable trusts, and high net worth individuals – with our separately managed account services. Through this program we offer institutional investors the additional service and support often required by their boards and portfolio consultants.

Winslow Management Company offers two composites to institutional and high net worth investors through our separately managed account services. Our Small Cap Growth composite offers an environmentally responsible approach for an investor’s aggressive growth allocation, encompassing companies that are actively addressing environmental issues with their products and services, as well as companies across all sectors that responsibly manage their environmental impact. It is primarily a domestic composite, focusing on companies under $2B in market capitalization, and its benchmark is the Russell 2000 Growth Index.

Our Green Solutions™ composite uses a multi-cap growth investment strategy to invest exclusively in companies offering market-based environmental solutions. The composite portfolio addresses solutions such as clean energy, energy efficiency, resource conservation, clean air and water, water management, and other market segments which directly tackle some of society’s biggest environmental challenges. The composite may invest a portion of assets in international markets and typically focuses on small and mid-sized companies between $1B and $10B in market capitalization. Its benchmark is the Russell Midcap Growth Index.

You can view performance and characteristics for our separately managed account composites and download quarterly fact sheets with portfolio commentary using the links provided. Please contact us at inquiry@winslowgreen.com or 866.804.5414 for more information.