Asset Allocation Software

Windham Global Solutions provides asset allocation software for institutional investors, financial advisors, and family offices.

Our flagship tool, the Windham Portfolio Advisor®, is designed for the most sophisticated institutional investors, financial advisors, and family offices and enables users to perform a variety of parametric optimizations, including traditional mean-variance, mean-tracking error, and mean-variance-tracking error. Users can plot portfolios along the efficient frontier or on an efficient multi-goal surface. The Windham Portfolio Advisor® also illustrates a variety of portfolio attributes including: skewness, kurtosis, and probability of breaching a user-specified threshold.

Unlike traditional optimizers, Windham’s platform allows users to identify multiple optimal portfolios based on a client’s specific objectives, constraints, and tax rates by applying a technique that simultaneously considers a client’s aversion to loss and aversion to underperforming a specific benchmark. Existing and proposed portfolios can be evaluated based on these absolute and relative performance measures.

Read more about Windham’s asset allocation software.