As the COVID-19 outbreak intensifies and market volatility increases, I wanted to take a few moments to update you on William Blair’s proactive response.

As the COVID-19 virus has become a pandemic, governments and private organizations are actively focused on containing the spread of the virus. At the same time, global financial markets have been understandably volatile as the human cost, governmental intervention, and real economic impact of this pandemic are internalized and assessed.

William Blair’s primary objective is to deliver strong outcomes for our clients, while ensuring the health and safety of our employees and the communities in which we work. This is directly aligned with William Blair’s mission to Empower Colleagues, Deliver Client Results, and Engage in Our Communities.  We have a strong and resilient business bolstered by our unique private partnership structure, which results in stability and continuity for our colleagues and clients, and allows our teams to focus solely on client outcomes in the midst of significant uncertainty.

William Blair has a robust business continuity plan that we continually update with new technology and tools, as well as structured testing plans. Over the last decade, we have actively invested in technology solutions, including our proprietary Summit investment research platform, which is web-based and mobile-friendly. Our investment and distribution teams, who travel frequently, are well-accustomed to accessing data, infrastructure, and information remotely, as well as communicating across time zones and continents. As a result, we are confident that in a full remote work environment, William Blair will continue to operate in an integrated, robust fashion across our investment, distribution, and infrastructure teams.

William Blair’s Executive Committee, Crisis Management Team, and IM Leadership teams are reviewing our plans daily, while closely tracking and monitoring developments in real time, including advisories from the CDC and WHO. Our global offices remain open at this time, but we have restricted business travel and instituted social distancing practices for the next four weeks, which includes a comprehensive remote work strategy. We are reviewing and updating this strategy as warranted.

Our cohesive, experienced investment teams are actively navigating this uncertain environment, assessing opportunities and risks. Additionally, it is a time like this when active investors like William Blair—thoughtfully assessing the intermediate and long term implications on our investments—can add significant value for clients.

Our teams will continue to proactively engage with you, sharing our views and implications for portfolio positioning. In addition, you may find more of our recent intellectual capital on social media such as LinkedIn, Instagram, and on our microsite.  Please do not hesitate to reach out if you have questions or concerns. Thank you for entrusting William Blair to be a steward of your capital and a partner with you in achieving your objectives.

Best,

Stephanie G. Braming, CFA, Partner

Global Head of Investment Management

 

RELATED POSTS

SUBSCRIBE NOW

Gain insights on macro market events, the economy, and investing strategies.
Receive our latest blog posts in your Inbox with headlines like:

SIGN UP

FOLLOW US

twitterfooterlinkedinfooteryoutubefooterfacebookfooter

RSS FEED

Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling +1 800 742 7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

The William Blair Funds are available to U.S. residents only. Non-U.S. residents, please click here.

Copyright © 2020 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

FOLLOW US

twitterfooterlinkedinfooteryoutubefooterfacebookfooter

RSS FEED

Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling +1 800 742 7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

The William Blair Funds are available to U.S. residents only. Non-U.S. residents, please click here.

Copyright © 2020 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

logo

Subscribe Now

Gain insights on macro market events, the economy, and investing strategies. Receive our latest blog posts in your Inbox with headlines like:

SIGN UP

Send this to friend