Windham Capital Management has announced that its Risk Regime Strategies have been added to Merrill Lynch’s Unified Managed Account (UMA), Merrill Lynch Consults (Consults), and Merrill Lynch Strategic Portfolio Advisors (SPA) platforms.
Windham Risk Regime Investing is a risk-based, global multi-asset class solution. It offers a big picture perspective by answering the question, "What are the current risk conditions and how might they impact the portfolio?"
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By recognizing that markets and asset classes are neither consistent nor stable through time, Windham proactively adjusts portfolio allocations based on the prevailing market risk environment rather than reacting after risk has done its damage.
Rob Bernstein, managing partner of Windham Capital Management, said: "We are very pleased to join Merrill Lynch’s Global Wealth Management platforms and have the opportunity to provide their financial advisors with Windham Capital’s best-in-class risk management solutions. Financial advisors and institutional investors are increasingly spending time focusing on how to effectively manage volatility and turbulence across various market climates. Through our innovative research and proprietary risk management, we are uniquely positioned to continue helping investors navigate the complexities of today’s market environment."
The addition of Windham’s Risk Regime Strategies to Merrill Lynch’s Wealth Management platforms further builds upon the firm’s strong momentum. Last month, Windham was awarded aiCIO’s Tactical Risk Management Award for its research driven approach to managing risk.
Windham was also recognized as Emerging Manager of the Year in 2012 by Money Management Intelligence.
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