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.
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.
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US Equities
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Non-US Equities
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Emerging Markets Equities
Defensive
Assets
Guard against adverse shocks.
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Cash Equivalents
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Treasury Bonds
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High-Grade Corporate Bonds
Opportunistic
Assets
Benefit from long-term trends.
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ESG-Qualified Assets
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Commodities
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Opportunistic Sectors
Contact us to learn more about our Multi-Horizon Portfolios.
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617.419.3900 | inquiries@windhamcapital.com
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.