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

  • We seek to hire and partner with qualified investment managers in the industry that are suitable to implement client investment strategies
    • Managers dedicated to their investment process and focused on 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

  • We believe a risk-based investment process is key to generating long term outperformance relative to objectives
  • Seeks to maximize returns within a risk framework customized for each client
  • By continuously seeking attractive risk-return trade-offs
    • We allocate assets towards opportunities when we believe 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
  • Advocate for cost minimization, including negotiation of investment manager and vendor fees and terms, when requested
  • Custodian search and securities lending review
  • Manager transitions
  • Cash flow and liquidity modelling for private equity and total portfolio
Investment Strategy and Planning Manager Selection Strategic Asset Allocation Research and Risk Analysis Customized Performance Reporting Fiduciary Services Support
  • 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
  • We seek to hire and partner with qualified investment managers in the industry that are suitable to implement client investment strategies
    • Managers dedicated to their investment process and focused on 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
  • We believe a risk-based investment process is key to generating long term outperformance relative to objectives
  • Seeks to maximize returns within a risk framework customized for each client
  • By continuously seeking attractive risk-return trade-offs
    • We allocate assets towards opportunities when we believe 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
  • Advocate for cost minimization, including negotiation of investment manager and vendor fees and terms, when requested
  • 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. All decisions take place within mutually agreed upon guidelines that are clearly laid out in a robust investment policy document.

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.