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.
Reassess the investment objective for each strategy and portfolio based on the current economic analysis.
Determine the holdings within each portfolio based on our risk assessment.
Optimize each portfolio to maximize return for the given level of risk and to maximize the likelihood of achieving the objective.
Perform risk evaluation to understand and quantify risks by stress testing portfolios under various scenarios, including market turbulence and systemic risk by utilizing the Windham Investment Risk CycleTM and inflation, rising and falling interest rates and market sell-offs.
Adjust asset allocation if necessary based on risk evaluation.