Comprehensive Management

 

  • Multi-asset, multi-strategy investment programs built to steward client capital on an outsourced CIO basis
  • Engagements tailored to each client’s risk tolerance, return goals, tax complexities, governance constraints, and other attributes
  • Employ the full suite of Windhorse proficiencies:
    • Program design and policy formulation
    • Price-driven asset allocation
    • Open architecture portfolio construction, including multi-asset manager selection and direct investing
    • Risk management and reporting
    • Liquidity and cash flow planning, tax optimization, and integration of other structural considerations
  • Offered in two forms:
    • Fully customized separate accounts
    • Turnkey commingled vehicles

Specialized Strategies

 

  • Focused offerings designed to meet specific objectives for portions of clients’ capital
  • Generally structured to meet one or more of the following needs:
    • To provide distinct asset class exposures
    • To supplement income needs
    • To exploit distinctive opportunity sets
    • As a “completion portfolio” to complement other balance sheet exposures
  • Employ a subset of Windhorse proficiencies:
    • Long-term private investing
    • Multi-asset manager selection and monitoring
    • Dynamic asset allocation
  • Implemented typically via commingled offerings