Intuitive Solutions for the Sophisticated Investor
Investors worldwide depend on Windham’s solutions to build, analyze, and communicate their investment strategies.
Are You Truly Diversified?
True diversification means that your portfolio is prepared to withstand all market conditions. Windham Global Solutions allows you to quantify risk exposure and offers superior opportunities for growth and maximum downside protection.
Join Our Inner Circle
Windham’s Client Center puts our pioneering research at your fingertips. Connect with the Windham community and enjoy access to our ongoing publications and exclusive resources, including the Windham Turbulence Index.
Connect and Communicate
Strengthen communication between investment teams and client-facing advisors with a streamlined solution for strategy development, analysis, and report generation. The Windham Client Advisor is designed to meet your specific needs.
“I was able to run models on risk instead of return. This tool proved to be exactly what we wanted.”
See who uses Windham
Wealth Managers, Family Offices, & RIAs
Banks and large RIAs
Foundations, Endowments, and Plan Sponsors
Windham Portfolio Advisor
The Windham Portfolio Advisor is a comprehensive asset allocation, risk management and simulation software that features robust analytical tools for all stages of the portfolio construction process. Two versions of the Windham Portfolio Advisor are available. A feature comparison of the two products can be found here.
Windham Client Advisor
The Windham Client Advisor integrates with the Windham Portfolio Advisor to provide teams of advisors a streamlined, intuitive and flexible web-based platform for portfolio management and client communication. This flexible solution can be customized to meet the specific needs of your firm.
At Windham, we challenge conventional thinking, formulate new ideas and develop innovative research that informs our proprietary investment process. Our affiliation with several prestigious universities helps us to provide our clients with access to the latest innovations in financial theory and practice. We regularly share our research and insight with our clients and welcome your inquiry into our approach and solutions.
See how Windham can help your practice