The Windham History
1989
Windham begins managing money for institutional investors with active currency strategies—Rockefeller Foundation is first client
1990
Asset Allocation for Institutional Portfolios
by Mark Kritzman is published
1993
Mark Kritzman receives the prestigious Graham and Dodd Scroll Award, an award honoring excellence in financial writing, for work that is later published in The Portable Financial Analyst: What Practitioners Need to Know
CFA Institute and Graham and Dodd Award Logos are trademarks owned by the CFA Institute.
1998
Windham begins providing portfolio and risk management advisory services through State Street Associates to the world’s most sophisticated institutional investors
1999
Research behind the Windham Turbulence Index™ and Windham Systemic Risk Index™ is unveiled to better manage portfolios during calm, fragile and turbulent markets
2000
Puzzles of Finance
by Mark Kritzman is published
2002
Mark Kritzman is awarded his 2nd Graham and Dodd Scroll Award for his co-authored paper ‘The Mismeasurement of Risk’
CFA Institute and Graham and Dodd Award Logos are trademarks owned by the CFA Institute.
2003
Mark Kritzman receives the prestigious Bernstein Fabozzi/Jacobs Levy Best Article Award, an award which honors innovative research and practice in portfolio management, for ‘The Hierarchy of Investment Choice’, co-authored with Sebastien Page
Mark Kritzman begins teaching a graduate course in financial engineering at the Massachusetts Institute of Technology
Windham begins advising private clients on wealth management
2008
Windham celebrates 20 years of financial innovation
2009
Windham launches customized portfolios and single-strategies for a select group of private clients, investment advisors and small institutions
2010
Windham opens a new office in Boston’s John Hancock Tower to house the firm’s expanded investment management services
The Windham Investment Risk Cycle™ is introduced to help guide Windham’s tactical asset allocation decisions throughout changing market conditions
The Windham Portfolio is launched to provide private clients, advisors and foundations and endowments with an active asset allocation strategy that integrates the Windham Investment Risk Cycle™ to control exposures throughout market cycles
The Windham Retirement Income Portfolio is launched to provide investors with an innovative approach to taking high current income in retirement
Mark Kritzman receives the prestigious Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, an award which honors innovative research and practice in portfolio management, for ‘The Myth of Diversification’, co-authored with Sebastien Page
2011
Windham complements its portfolio offerings for private clients, advisors and foundations and endowments with the launch of 6 Single- Strategies that provide active exposure to equities, fixed income and alternatives
Mark Kritzman receives his 3rd Graham and Dodd Scroll Award for In Defense of Optimization: The Fallacy of 1/N, a joint work
CFA Institute and Graham and Dodd Award Logos are trademarks owned by the CFA Institute.