What We Do

Windmark takes client success personally. We provide high-touch investment services, delivered by the firm’s Senior Partners.

Investment Strategy and Planning

  • Develop a clear, common understanding of goals and objectives
  • Craft risk management, exposure and other portfolio guidelines and limits
  • Chart a long-term investment strategy
  • Codify and review policies and guidelines

Manager Selection

  • Open Architecture Manager Solution: We seek to hire and partner with the best investment managers in the industry to implement client investment strategies
    • Managers focused on investment excellence and being true stewards of our clients’ capital
  • Position our clients as desirable investors
  • Represent clients in fee and business term negotiations
  • Will use both low cost indices and innovative / customized strategies when appropriate
  • Learn More

Strategic Asset Allocation

  • Risk-based investment process is key to generating long term outperformance relative to objectives
  • Enables us to maximize returns within a risk framework customized for each client
  • By continuously seeking the best risk-return trade-offs
    • We allocate assets towards opportunities when the risk is justified by the prospective reward
    • Based on a fundamental understanding of the drivers of risk and return for every asset in a portfolio.
    • Learn More

Research and Risk Analysis

  • A fundamental understanding of the drivers of risk and return for every asset in the portfolio
    • Proactive, forward looking and opportunistic
  • Research into innovative strategies, approaches and structures
  • Multi-faceted approach to risk
    • Risk is much more than volatility
    • Portfolio risk levels are tracked and calibrated
    • Risk and correlation assumptions based on stress periods – when portfolios need diversification the most

Customized Performance Reporting

  • Extensive performance, risk and attribution analysis – at both the portfolio and asset level
  • Historical portfolio risk and exposure tracking
  • Detailed qualitative and quantitative manager review

Fiduciary Services Support

  • Accounting, audit and actuarial support
  • Cost minimization, including negotiation of investment manager and vendor fees and terms
  • Custodian search and securities lending review
  • Manager transitions
  • Cash flow and liquidity modelling for private equity and total portfolio
  • Develop a clear, common understanding of goals and objectives
  • Craft risk management, exposure and other portfolio guidelines and limits
  • Chart a long-term investment strategy
  • Codify and review policies and guidelines
  • Open Architecture Manager Solution: We seek to hire and partner with the best investment managers in the industry to implement client investment strategies
    • Managers focused on investment excellence and being true stewards of our clients’ capital
  • Position our clients as desirable investors
  • Represent clients in fee and business term negotiations
  • Will use both low cost indices and innovative / customized strategies when appropriate
  • Learn More
  • Risk-based investment process is key to generating long term outperformance relative to objectives
  • Enables us to maximize returns within a risk framework customized for each client
  • By continuously seeking the best risk-return trade-offs
    • We allocate assets towards opportunities when the risk is justified by the prospective reward
    • Based on a fundamental understanding of the drivers of risk and return for every asset in a portfolio.
    • Learn More
  • A fundamental understanding of the drivers of risk and return for every asset in the portfolio
    • Proactive, forward looking and opportunistic
  • Research into innovative strategies, approaches and structures
  • Multi-faceted approach to risk
    • Risk is much more than volatility
    • Portfolio risk levels are tracked and calibrated
    • Risk and correlation assumptions based on stress periods – when portfolios need diversification the most
  • Extensive performance, risk and attribution analysis – at both the portfolio and asset level
  • Historical portfolio risk and exposure tracking
  • Detailed qualitative and quantitative manager review
  • Accounting, audit and actuarial support
  • Cost minimization, including negotiation of investment manager and vendor fees and terms
  • Custodian search and securities lending review
  • Manager transitions
  • Cash flow and liquidity modelling for private equity and total portfolio

Customized blend of Advisory and Outsourcing services to match client preferences.

OCIO
(Outsourced Chief Investment Office)

For clients who prefer to focus on high level strategic decisions, establishing guidelines, and monitoring performance. This approach outsources the implementation and day to day management of the portfolio to professionals who focus full-time on portfolio management, manager selection and implementations decisions. As all decisions take place within mutually agreed upon guidelines that are clearly laid out in a robust investment policy document, OCIO is an effective and efficient way for Trustees to ensure efficient execution of their fiduciary duty.

INVESTMENT CONSULTING (ADVISORY)

For clients who wish to be closely involved in the investment decision making process and retain approval authority over portfolio decisions, we provide proactive analysis, advice and recommendations on a broad swath of investment decisions including investment policy structure, portfolio construction, asset allocation, investment manager selection and operational and implementation options.