Our philosophy.
This is what guides us
Windhaven® Strategies offer clients a unique approach to investment management with a globally diversified, dynamic model of asset allocation.
Our proprietary investment approach combines opportunistic shifts with longer-term, strategic investment themes by analyzing a wide range of economic and behavioral factors and allocating investments that align with the ebb and flow of changing economic and market cycles.
Active global diversification
With diversification, we open up more opportunities to reach our goal of less volatile, long-term, sustained performance.
Active global diversification cards
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Dynamic global diversification.
We take a fully dynamic investment approach that combines opportunistic shifts with longer-term, strategic investment themes, striving to capture growth in up markets and lessen risk in down markets.
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A time-tested, disciplined approach.
Through our active approach, our portfolio management team analyzes and models a large number of assets across geographies and broad asset classes to help mitigate the downside risks over time.
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A smoother ride.
Everything we do is for our clients. We not only want to help them achieve their objectives but also to do it with as few speed bumps as possible.
Unique Approach
Our own tactically managed multi-asset allocation strategy for delivering returns while managing risk.
Uncovering global opportunities to seek upside potential
In a world where asset class performance can vary significantly from one year to the next, we believe it is important to actively seek upside opportunities. The investment process the Windhaven Strategies team uses as a global tactical asset allocator strives to capture those opportunities.
Navigating changing scenarios
Each market and economic phase tends to favor different asset classes. We start with a diversified approach and dynamically navigate across asset classes while adjusting allocations as opportunities arise or risks appear.
- Individual global economies may go through multiple market and economic phases at different times.
- Strategies tilt to attractive, risk-adjusted asset classes based on market and economic phases.
- Global diversification can help smooth out the ride over the long term.
Long-Term Downside Risk Management
We’re focused on what’s ahead.
Our investment process incorporates maximum drawdown management when determining investments. Maximum drawdown is the maximum loss from a peak to a trough of a portfolio’s value, before a new peak is attained. While we pay close attention to daily and weekly fluctuations in the markets, we attempt to mitigate downside risk by focusing on events that persist beyond a few days or weeks in our modeling approach.
Navigation
n. The process or activity of accurately ascertaining one’s position and planning and following a route.
v. Travel on a desired course.