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.

We develop an economic picture that serves as a blueprint for the portfolios we manage.

Identify global investment opportunities across countries, asset types and sectors that provide diversification and have the prospect for positive returns.

Select investment vehicles that provide efficient asset class exposure and are liquid, cost effective and tax-efficient.

Conduct economic analysis by taking a comprehensive view of risk, including market turbulence, systemic risk, geopolitical risk, bubbles, tax rates and investor behavior and by assessing interest rates, inflation and asset price behavior.

Value investment opportunities we’ve selected by assigning risk premiums, forecasting returns and adjusting our expectations utilizing the Windham Investment Risk CycleTM.