Business Details
38 Years
experience
Innovative Risk-Based Investment Solutions
Founded in 1988, Windham Capital Management has established itself as a leader in risk-based investment solutions. Our firm combines pioneering research with proprietary risk management techniques to create portfolios designed to thrive in both stable and volatile markets. We serve institutional investors, financial advisors, and private clients by prioritizing capital preservation while pursuing growth opportunities. Our Multi-Horizon Portfolios address both sudden and long-term risks, including climate change and pandemics, while our ESG Risk-Scaling Portfolios integrate sustainable investing with rigorous risk control.Windham's Liquid Private Equity Portfolio leverages the State Street Private Equity Index to deliver liquidity alongside private equity sector exposure. Our Tactical and Strategic Portfolios offer dynamic risk-adjusted strategies and stable global diversification, respectively. With over 30 years of expertise, we remain committed to advancing investment science through innovation and delivering tailored solutions that align with client-specific goals and risk preferences.
Services
Multi-Horizon Portfolios
ESG Risk-Scaling Portfolios
Liquid Private Equity Portfolio
Tactical Portfolios
Strategic Portfolios
Risk Premia Strategies
Customized Strategies
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of expertise in risk-based investment research and management.
- Our proprietary risk measures identify threats in both sudden crises and long-term trends.
- We specialize in ESG-integrated portfolios with rigorous risk controls.
- Our Liquid Private Equity strategy combines private equity exposure with liquidity.
- We deliver customized solutions addressing client-specific risk exposures and goals.
Services
Multi-Horizon Portfolios
Windham's Multi-Horizon Portfolios use advanced technology to manage both immediate and long-term risks. These portfolios protect assets from sudden crises like pandemics and gradual threats such as climate change. By balancing short- and long-term risk mitigation, they provide comprehensive protection across diverse market conditions.
ESG Risk-Scaling Portfolios
These portfolios integrate environmental, social, and governance (ESG) principles with dynamic risk management. Windham's ESG strategies deliver sustainable returns while maintaining rigorous risk controls. Designed for responsible investors, they combine ethical considerations with proven risk-adjusted performance metrics.
Liquid Private Equity Portfolio
This portfolio replicates private equity sector exposures using liquid assets. Based on the State Street Private Equity Index, it offers liquidity preservation while capturing private equity risk premiums. Investors gain access to private equity-like returns without traditional liquidity constraints.
Tactical Portfolios
Tactical Portfolios adjust asset allocations based on real-time risk signals. Using proprietary indicators, they shift between growth and defensive assets to capitalize on market opportunities while mitigating emerging threats through active risk monitoring.
Strategic Portfolios
Strategic Portfolios provide stable risk profiles through global asset diversification. Designed for long-term core holdings, they optimize exposure across international markets to achieve consistent, risk-adjusted returns for foundational investment strategies.
Questions
What investment strategies does Windham offer?
Windham provides Multi-Horizon, ESG, Tactical, Strategic, Risk Premia, and Customized Portfolios designed for risk-managed growth across diverse market conditions.
How does Windham incorporate ESG principles?
Our ESG Risk-Scaling Portfolios integrate sustainability factors with proprietary risk controls to deliver responsible investing solutions that maintain financial rigor.
Can I access private equity investments through Windham?
Yes, our Liquid Private Equity Portfolio uses the State Street Private Equity Index to provide liquidity-preserving exposure to private equity sector risks and returns.
How does Windham manage market risks?
We employ proprietary risk measures that identify concentration risks and historical market weakness patterns to dynamically adjust portfolio exposures.
What is Windham's experience in asset management?
Founded in 1988, Windham has over 30 years of expertise in risk-based investment solutions for institutional and private clients globally.
