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Charles Schwab launches Windhaven Money Management Solutions


Charles Schwab has rolled out three new money management solutions for its retail clients that apply a unique approach to investing for growth and risk management. The Windhaven Portfolios are the latest example of Schwab’s ongoing commitment to bringing a full-range of institutional-quality portfolio solutions to individual investors looking for broad diversification – at great prices.


These latest additions complement Schwab’s existing solutions, including Schwab Managed Portfolios-Mutual Funds, Schwab Managed Portfolios-ETFs and Schwab Private Client, which today collectively contain more than USD64 billion in client assets.

In November 2010, Schwab acquired the assets and intellectual property of Windward Investment Management, Inc., including its three broadly diversified portfolios which have each out-performed their industry benchmarks cumulatively between 2002 and 2010. The Windhaven Portfolios, which primarily invest in ETFs for their transparency, tax efficiency and affordable cost, feature investment strategies based on management’s 30 years of research into the global financial markets and the complex interplay between asset classes.

The portfolios combine the qualities of longer-term core holdings with a dynamic overlay striving to take advantage of economic and market events. The portfolios are made up of highly diversified asset classes including US, international and emerging market equities, fixed income, commodities, real estate, and currencies in an attempt to protect against a wide range of risky events. Windhaven updates the three portfolios using its perspectives on the latest economic, market and behavioural data – including inflation, global interest rates, market prices and geopolitical events. It uses a proprietary model that combines quantitative and qualitative elements to rank asset classes that are then proactively overweighted or underweighted based on potential for growth or reduction in portfolio risk over the coming 12-month period.

Stephen Cucchiaro (pictured), who has served as chief investment officer for the three portfolios since their inception, and first developed their investment approach while studying math at MIT in the 1970s, says: “Minimizing losses in rough markets is essential to achieving superior long-term success, and traditional asset allocation seriously underestimates real world risk and the probability that large losses will occur. Unlike other investment approaches that win big only to lose big, Windhaven has been able to generate an impressive track record by reducing the extreme lows that are often experienced by less diversified portfolios.”

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