Firm Updates2019-08-15T11:04:30-04:00

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Tom Lydon, Editor of ETF Trends caught up with Lucas Turton, Chief Investment Officer of Windham Capital Management, and Robert Bernstein, Managing Director and Head of Business Development, at the Morningstar ETF Conference that took place in Chicago this past September. In the video, Lucas and Rob discuss the firm’s Multi-Asset Income strategy, which invests beyond the boundaries of a traditional income strategy and has the ability to adjust the exposure of the portfolio pursuing higher yields while managing for capital preservation when markets are unstable and capital appreciation when markets are calm.

Windham “looks at both traditional and non-traditional income sources – areas, where you will be able to achieve the highest constant yield, but also looking at inflation protection. So it’s the combination of how much risk [...]

December 14th, 2015|