Tactically managed for upside potential and risk reduction

Uncovering global opportunities seeking 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. As a global tactical asset allocator, we strive to capture those opportunities using our proprietary Global Strategies Model, which helps guide the investment management process.

Monitoring market cycles helps Windhaven navigate changing scenarios

Each market 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 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

 

These relationships do not always hold true and there are periods of time when all asset classes might decline simultaneously.

*Hard Assets are physical assets.