Windham’s Risk Premia strategies are built to capture systematic sources of return associated with global risk factors while preserving market neutrality. Windham offers an optimally diversified risk premia fund that is invested in global risk factors across equities, fixed income securities, commodities, and currencies. Windham also offers a commodity-focused fund for investors who seek a customized exposure to this asset class.

Built to capture systematic sources of return from global risk factors.

Windham’s Risk Premia strategies seek to capture systematic sources of return associated with global risk factors
while preserving market neutrality.

GLOBAL
RISK FACTORS

SIZE
VALUE
MOMENTUM
EMERGING MARKETS

EQUITIES

FIXED INCOME

RATES MOMENTUM
CREDIT

CURRENCIES

MOMENTUM
CARRY

COMMODITIES

MOMENTUM
RELATIVE VALUE
ROLL YIELD

Risk Premia

Investment Process

Identify

Identify a diversified opportunity set of risk premia.

Select

Select investment instruments to capture risk premia.

Determine

Determine optimal allocations across risk premia to achieve target risk profile.

Manage

Manage exposures by monitoring return patterns and tenor of investment instruments.

Strategies

Risk Premia
Diversified

Risk Premia
Commodities

Investments are subject to investment risks, including possible loss of the principal amount invested. Commodity trading involves substantial risk of loss. This information is neither an offer to buy or sell any securities nor a solicitation of an offer to buy or sell interests or shares in any fund or strategy. No assurance may be given that the strategies’ investment objectives will be achieved.

Contact us to learn more about our Risk Premia strategies.

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.