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09/18/2008 Celebrating 20 years of financial innovation - Windham Capital Management, LLC

For the past 20 years, Windham Capital Management, LLC has bridged the gap between academic innovation and applied finance. With over $40 billion of assets under management and a thriving investment technology business, Windham has no intentions of slowing down.

Since its founding in 1988, President and CEO Mark Kritzman envisioned a business driven by research ideas to address surfacing issues in the financial markets. He says, “Combining rigor and practice gives us a special and distinct opportunity to pull together the best of both groups and continue advancing theory.” As such, Windham maintains an affiliation with several prestigious universities and a strategic alliance with State Street Corp. Windham’s key industry innovations include advances in the areas of risk measurement, portfolio construction, and portfolio rebalancing.

Looking back at the past 20 years, Windham is proud to say it has gained acceptance by some of the most sophisticated investors in the industry. Its software suites, the Windham Portfolio Advisor® and Windham Financial Planner®, are used by institutions all over the world. As for the future, Mark Kritzman has a very lengthy list of goals. He says, “I’m excited to enter the private wealth market, expand the distribution of software applications, help investors invest more efficiently after taxes and costs of management fees, make technology more accessible to private investors…and always continue to innovate”.

For additional information you may contact us at 866-533-5529 or fill out an online form.

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