Multi-Horizon
Portfolios

Investors care about short-term outcomes because significant short-term losses might disrupt ongoing spending plans or derail long-term goals. They also care about outcomes that unfold over long horizons because adverse cumulative outcomes affect future wellbeing. Windham addresses these dual concerns by recognizing risks that occur at different frequencies and by assessing investor preferences rigorously.

Multi-Horizon Portfolios

Windham’s Multi-Horizon Portfolios empower investors to match
complex preferences with complex realities.

Windham’s investment process yields portfolios designed to guard against shocks such as pandemics, political crises, financial crises, and infrastructure disasters, as well as slowly emerging risks such as climate change, demographic shifts, technological displacement, and populism.

SHOCKS 

Pandemics

Political
Crises

Financial
Crises

Infrastructure
Disasters

DRIFTS 

Climate
Change

Demographic
Shifts

Technological
Displacement

Populism

Investment Process

Opportunity Set

Growth
Assets

Capture economic growth.

  • US Equities

  • Non-US Equities

  • Emerging Markets Equities

Defensive
Assets

Guard against adverse shocks.

  • Cash Equivalents

  • Treasury Bonds

  • High-Grade Corporate Bonds

Opportunistic
Assets

Benefit from long-term trends.

  • ESG-Qualified Assets

  • Commodities

  • Opportunistic Sectors

Contact us to learn more about our Multi-Horizon Portfolios.

Investing involves risk, including possible loss of principal. 

Important information about Windham's investment advisory fees and other information is described in Windham's Form ADV.