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    Windham Capital Multi Asset Income Strategies

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    dimthars
    The document summarizes Windham Capital Management's Multi-Asset Income Strategies. The strategies seek to generate attractive income while positioning portfolios to perform in different economic environments. Windham believes a multi-asset approach is most effective for generating consistent higher income. The strategies invest globally across fixed income, equity, real estate, and infrastructure asset classes using 10-15 ETFs/ETNs. The portfolios are actively managed to balance defensive and risk assets depending on the market environment.

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    Windham Capital Multi Asset Income Strategies

    Uploaded by

    dimthars
    67 views2 pages
    The document summarizes Windham Capital Management's Multi-Asset Income Strategies. The strategies seek to generate attractive income while positioning portfolios to perform in different economic environments. Windham believes a multi-asset approach is most effective for generating consistent higher income. The strategies invest globally across fixed income, equity, real estate, and infrastructure asset classes using 10-15 ETFs/ETNs. The portfolios are actively managed to balance defensive and risk assets depending on the market environment.

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    Windham Capital Multi Asset Income Strategies

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    The document summarizes Windham Capital Management's Multi-Asset Income Strategies. The strategies seek to generate attractive income while positioning portfolios to perform in different economic environments. Windham believes a multi-asset approach is most effective for generating consistent higher income. The strategies invest globally across fixed income, equity, real estate, and infrastructure asset classes using 10-15 ETFs/ETNs. The portfolios are actively managed to balance defensive and risk assets depending on the market environment.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    67 views2 pages

    Windham Capital Multi Asset Income Strategies

    Uploaded by

    dimthars
    The document summarizes Windham Capital Management's Multi-Asset Income Strategies. The strategies seek to generate attractive income while positioning portfolios to perform in different economic environments. Windham believes a multi-asset approach is most effective for generating consistent higher income. The strategies invest globally across fixed income, equity, real estate, and infrastructure asset classes using 10-15 ETFs/ETNs. The portfolios are actively managed to balance defensive and risk assets depending on the market environment.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Windham Capital Management

    Multi-Asset Income Strategies

    The Windham Multi-Asset Income Strategies seek to generate attractive income,


    while positioning the portfolios for periods of economic expansion, contraction, inflation,
    or changing interest rate environments. Windham believes a multi-asset approach to
    income investing is the most effective method for generating higher consistent income.

    Portfolio Facts
    OBJECTIVE
    The Windham Multi-Asset Income Strategy seeks to provide a risk managed approach to delivering a higher and more
    consistent income stream.

    CONSTRUCTION
    In order to generate compelling income, Windham searches all over the globe for the top income generating asset classes.
    Windham’s expertise in risk management allows us to navigate these markets confidently in a complex global economy.
    Windham will select appropriate yield and risk profile to match current market environment.

    INVESTABLE UNIVERSE
    Multi-Asset Class: Global Fixed Income, Global Equity, Real Estate & Infrastructure, Cash

    NUMBER OF SECURITIES
    Approximately 10-15 ETFs/ETNs

    ESTIMATED ANNUAL TURNOVER


    100%

    Portfolio Overview

    Multi-Asset Income Volatility Yield


    ASSET ALLOCATION RANGES
    Strategies Range Range

    MAI Conservative
    MAI
    5-6% 3-4%
    Conservative 15/85
    30% Bands

    MAI
    MAI 7-8% 4-5%
    35/65

    MAI Growth
    MAI
    10-11% 4.5-5.5%
    Growth 65/35

    Defensive Assets Risk Assets


    Active Management of Underlying Risk

    Trailing 12 Month Yield


    Windham Multi-Asset Income vs. U.S. Inflation, Morningstar World Allocation Universe
    October 31, 2010 - December 31, 2017

    Source: Windham (Windham Multi-Asset Income), The Federal Reserve Bank of St. Louis (U.S. Inflation), and Morningstar (Morningstar World Allocation Universe).

    The above chart shows the trailing 12-month yield calculated on a quarterly basis for the Windham Multi-Asset Income portfolio managed directly by Windham Capital Management, LLC. The 12-month yield is calculated off
    the Portfolio’s positions at the end of each quarter. The calculation takes each positions’ income distributions over the most recent 12 months and divides it by the ending market value of the entire portfolio. The above chart
    also shows the trailing 12-month yield calculated on a quarterly basis for the Morningstar World Allocation Universe and U.S. Inflation. The World Allocation Universe consists of all world allocation funds from the
    Morningstar U.S. Mutual Fund database, as defined by Morningstar.

    These portfolios tend to be managed to more of a conservative asset-allocation strategy. These portfolios aim to provide investors with steady income throughout retirement. Data through December 31, 2017.

    Windham Multi-Asset Income Portfolios

    Proven Track Record Who might consider the


    A risk managed income investment strategy that has Windham Multi-Asset Income Portfolio?
    generated consistent, compelling income since 2010.

    Investors seeking:
    Dynamic Approach to Investing for Income - More consistent and compelling income stream
    Our tactical, global, risk-controlled approach to income investing
    provides added benefits to a client’s total portfolio. - Meaningful fixed income diversification
    - Risk-managed total return vehicle
    - Enhanced diversification
    Commitment to Continued Research and Innovation
    Access to proprietary research in the fields
    of asset allocation and risk management.

    DISCLOSURES: The information contained in this presentation (the “Presentation”) is highly confidential and is not to be reproduced or distributed to any other persons (other than professional advisors of the
    prospective investors receiving these materials). The Presentation is intended solely for the use of the persons to whom it has been delivered. This Presentation has been prepared solely for informational purposes.
    The Presentation is not intended to provide professional or investment advice, and you are advised to seek independent professional advice prior to investing in any products or strategies described in the Presentation
    or recommended by Windham Capital Management, LLC. In addition, this Presentation 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. Investments are subject to investment risks including possible loss of principal amount invested.

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