Reflection report Windward Investment Management

Reflection report Windward Investment Management

Chapter 1 Major project on Windward Investment Management

Windward Investment Management had faced speedy increase in property under administration in only 10 years, from beneath $30.10 million at year end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry and, which tends to observe value for its investors through asset diversification and lively macro level investments. The firm applies its words savings copy by trading completely switch traded funds (ETF). Windward is allowing for a series of hope development opportunities and how to business those opportunities, including raising external capital.

Statement of the problem

The case titled “Windward Investment Management” is essentially about a RIF which has witnessed phenomenal growth in a short spam of time. The company has excellent risk management system in place while the Windward Global System Model made it possible to exploit short term profit making opportunities arising globally due to presence of market inefficacies. In the presence of the ever increasing competition pressure, the company is seeking new avenues to expand its client base. So far, the company has done a remarkable job in terms of growth. However, the top management believes that it is high time to decide the future direction of their investment company. They must explore different avenues: however, each avenue has its own cons and pros. In order to discuss the case study, we also went through several generally accepted financial theories including portfolio theory and modelling theory i.e., CAPM. Many analysts and researches were forced to adopt a critical approach to re asses the practicability of these theories. It is found, that capacity building is necessary to the maintenance of programs and, sponsoring firms in a way, that they may proceed to meet their requirements, efficiency and goals in an effective manner. Capacity building is also called as the capacity development and, it is the conceptual approach to develop the focuses of the organization to meet their certain targets. All the organizations including, government, non-government, international and, non-profit organizations have evaluated that capacity development is the essential aspects of their mission in order to achieve the desired targets in the specific period of time.

Chapter2 Case Brief

About The Investment Company

Headquartered in Boston, Windward Investment Management is an SEC-registered asset advisory organization that at present manages $3.9 billion at 31st July, 2010. Windward's customers embrace asset advisors, non-profit organizations, endowments, retirement plans, and individuals. In 1994, the firm was established by Stephen J. Cucchiaro, and he had made researches in nonlinear dynamic systems and portfolio management theory. Windward holds self-governing study and proprietary modeling to build internationally diversified portfolios that put risk administration at their heart, while pursue marketplace outcomes.

Chapter 3 highlighting the theories

Capacity building is the process, in the organization, to develop certain strategies or programs, which enhance organization's skills, systems, mission and other strategies. Organizations have to be well managed, in order to develop organizational ...