Windham Capital Management

Windham Capital Management is a trailblazing asset management firm specializing in risk-based investment solutions. Since our inception in 1988, we have been recognized for our groundbreaking research and the significant impact we have made on how institutional investors handle assets. Our commitment to innovative research and proprietary risk management sets us apart in the industry. We offer comprehensive investment management services for institutional investors, intermediaries, and private clients. By employing our proprietary risk measures, we aim to manage portfolio risks while growing and safeguarding client capital in both resilient and fragile markets.

Investment Solutions To Meet Your Needs

At Windham Capital Management, we offer a range of investment solutions tailored to your unique needs:

• Multi-Horizon Portfolios: These portfolios leverage pioneering technology to manage both abrupt and gradually emerging risks over many years. Designed to protect your assets from pandemics, climate change, and other long-term threats, Multi-Horizon Portfolios provide you with the peace of mind you need to navigate an ever-changing world.

• ESG Risk-Scaling Portfolios: Our ESG Risk-Scaling Portfolios deliver risk-managed solutions for sustainable investing. By prioritizing environmental, social, and governance (ESG) factors, these portfolios align your investments with your values while managing risk and targeting attractive returns.

• Liquid Private Equity Portfolio: This portfolio captures a significant component of the private equity risk premium while preserving liquidity. Leveraging the State Street Private Equity Index, we construct a portfolio of liquid assets based on the sector exposures of private equity funds, allowing you to access the benefits of private equity investments with reduced liquidity constraints.

• Strategic Portfolios: Our Strategic Portfolios offer a stable risk profile for efficient investing across a diverse range of global assets. Achieving efficient diversification for your core portfolio, these investments focus on long-term performance and capital preservation.

• Tactical Portfolios: These portfolios dynamically adjust exposure to growth and defensive assets based on proprietary signals of risk concentration and threatening market conditions. By actively managing risk, Tactical Portfolios capture global return opportunities with enhanced risk control.

• Risk Premia Strategies: Our Risk Premia strategies seek to capture systematic sources of return associated with global risk factors while preserving market neutrality. These strategies offer capital growth opportunities by targeting specific risk factors such as value, momentum, and size.

Customized Strategies

Windham Capital Management is dedicated to providing tailored investment solutions to address your unique needs. We offer specialized portfolio solutions to account for client-specific factors such as embedded risk exposures, individual investment goals, and distinct risk preferences. Invest in portfolio solutions that meet your unique needs and partner with us for a customized investment experience.