Windham Multi-Asset Income Portfolio

The Windham Multi-Asset Income Portfolio takes a risk-based approach to generating high and consistent income while managing for capital preservation in fragile markets and capital appreciation when markets are calm. This approach uses proprietary risk measures to understand how risk and yield opportunities change through different market environments and emphasizes a value-oriented style by continually reallocating to income-producing assets with higher yields and lower volatility.

The portfolio offers:

Proprietary risk management that seeks to manage against downside risk in fragile markets.

A diverse set of income-producing assets to reduce portfolio and income volatility.

The flexibility to invest globally across equity, fixed income, real estate and MLPs.

Efficient implementation through investments in global, liquid exchange traded securities.

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