Global Diversification. Tactical Positioning.

Seizing global opportunities while navigating uncertain markets

At Windhaven, our mission is to champion our clients' goals by achieving attractive risk-adjusted returns1 over full market cycles while managing downside risks throughout. We attempt to position our strategies to benefit from a wide range of opportunities while addressing a variety of risks always present within the global capital markets.

  • Client Focus
  • Innovation
  • Excellence
  • Integrity
  • Growth

3

Strategies



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Philosophy & Approach

Monitoring market cycles helps Windhaven navigate changing scenarios.

Each market tends to favor different asset classes. Windhaven dynamically navigates across those asset classes and adjusts allocations as opportunities arise or risks appear.

Active Global Diversification

Unique GTAA Approach

Long-term Downside Risk Management

Windhaven Strategies

We offer three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes that may include U.S. and international equities, fixed income securities, real estate, currencies and hard assets (e.g., commodities and gold). Our strategies are dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the view of the Windhaven Strategies portfolio management and research teams and market conditions.

Diversified Conservative

Diversified Conservative

Seeks capital appreciation over full market cycles with a conservative level of risk while generally maintaining global diversification.

Diversified Growth

Diversified Growth

Seeks capital appreciation over full market cycles with a moderate level of risk while generally maintaining broad global diversification.

Diversified Aggressive

Diversified Aggressive

Seeks capital appreciation over full market cycles with a moderately aggressive level of risk, while generally maintaining broad global diversification.

Pie Chart Legend

*Hard assets are physical assets.