Windham Portfolio Advisor®
Windham offers a complete portfolio optimization and risk management platform, the Windham Portfolio Advisor®, that integrates acclaimed independent research in a unified suite of applications for institutions and wealth advisors. Intuitive workflow allows you to perform complex analysis quickly and easily. Our experienced client services team provides support throughout all stages of implementation to help you integrate the latest portfolio construction innovations into your investment process.
- Asset Allocation
- Capital Market Forecasting
- Risk Management
- Cash Flow Simulation
- Reports and Proposals
Asset Allocation
Generate efficient portfolios that meet your investment goals and satisfy your clients’ constraints. Use the traditional mean-variance approach to optimization or one of the following alternative asset allocation methods to address unique investor objectives.
- Multi-Goal Optimization
- Full-Scale Optimization
