Windham’s Investment Process
Windham’s investment Process is focused on managing risk to maximize returns. Our institutional-quality investment process integrates broad diversification and asset allocation with proprietary risk management to construct portfolios to outperform when markets are calm and to defend against downside risk during periods of market turbulence.
Rebalance the portfolios by adding and removing investments and trading to the target weights we defined in the portfolio construction process.
Continual portfolio monitoring by measuring the deviation from the portfolio’s target weights and by managing cash inflows and outflows.
Daily risk monitoring utilizing the Windham Investment Risk Cycle™ to measure market turbulence and systemic risk and by evaluating the economic model we created in the blueprint stage.