Challenges

Investment teams at foundations, endowments, and plan sponsors must closely monitor cash flows and portfolio liquidity while managing inflation and other risks. In addition, they must present complex investment topics to their investment committees. Windham can work together with the investment team to perform the necessary investment study.

Windham Solution:

Windham has created institutional quality applications and consulting solutions that are accessible to foundations, endowments, and plan sponsors. Our software is based on decades of practical research, and our investment consultants are highly trained professionals who are capable of delivering high-quality custom research.

Create cash flow projections with real world assumptions

To quantify the likelihood of various outcomes, you can generate portfolio projections that take into account the spending needs of your institution.

Generate real return forecasts and simulate inflation adjusted results

Inflation-adjusted return assumptions can be used throughout Windham’s software to better model real return expectations.

Customize reports for your audience

Results from the Windham Software can be delivered in a report format that is more accessible to a wider audience.

Consulting services

As a stand-alone service or in conjunction with a technology license, Windham offers custom consulting reports that identify optimal asset allocations, measure portfolio risk, and analyze liquidity and cash flows. Additional custom research topics include factor analysis, scenario analysis, custom simulations, and time series de-smoothing.

To learn more about how Windham works with Endowment Funds, Foundations, and Plan Sponors, visit www.windhamcapital.com.