Institutional investors must achieve their desired outcomes while managing risks most relevant to their organization. Pension funds concerned about liabilities must balance return targets with risks—both intended and unintended. Foundations and endowments must meet their commitments while ensuring the longevity of their funds. And, as market conditions change, protecting asset values becomes critical to all. Times like these demand sophisticated solutions with more dynamic asset allocation and more proactive risk management.
This is Windham’s approach to working with your organization.
We recognize that achieving your objective depends on the performance of your portfolio. For institutional investors, this requires a more innovative approach to managing downside risk while capturing upside return opportunities. Windham addresses both. By putting risk first – proactively measuring and monitoring it – we seek to position client portfolios to achieve the best risk/reward tradeoffs under the prevailing market conditions.
Whether you need to grow assets, improve risk management or increase liquidity, Windham will work with you and your consultants to develop a solution that fits your specific circumstances.
Please explore our investment approach: