The Windham Portfolio
The Windham Portfolio is designed for investors seeking aggressive growth with downside risk protection. The globally diversified portfolio employs proprietary risk measures to adjust the portfolio mix, aimed at reducing downside risk during turbulent markets and seeking greater opportunities for return during calm markets.
The flagship portfolio offers:
Active management to exploit return opportunities across global asset classes including equities, fixed income, real estate and commodities.
Active investment selection using primarily ETFs to access global financial markets in a highly liquid and efficient manner.
Proprietary risk management using the Windham Investment Risk Cycle™ which reflects the financial markets’ sensitivity to changes in levels of market turbulence and systemic risk.
Tactical allocation across asset classes within the portfolio to invest more aggressively prior to market rallies and defensively during adverse conditions.
Daily monitoring of Windham’s proprietary risk measures to complement our investment views on market valuations, interest rates, inflation and foreign exchange rates to adjust exposure within each asset class for further return enhancement.