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 listen to our clients and understand their needs, goals and risk preferences.
- We develop an economic picture that serves as a blueprint for the portfolios we manage.
- We construct or reassess the portfolios to maximize return for a given level of risk.
- We implement decisions we’ve made by rebalancing, measuring and monitoring the portfolios.