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The asset allocation tool for investment professionals.

Investors worldwide depend on Windham’s solutions to create efficient portfolios with confidence.

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Build. Analyze. Communicate.

with the Windham Portfolio Advisor

The Windham Portfolio Advisor (WPA) is designed to assist sophisticated investment professionals through each step of the portfolio construction process. With complex risk analysis and an intuitive workflow, the WPA empowers users to build efficient, optimal portfolios that meet their clients’ unique investment goals.

BUILD: Evaluate asset classes and create efficient portfolios that meet investment goals while satisfying your clients’ unique constraints. Develop sound capital market assumptions though a variety of quantitative approaches.

ANALYZE: Identify and measure common sources of risk and return throughout a portfolios investment horizon using risk budgeting and factor analysis. Simulate growth to evaluate the likelihood of meeting future goals while considering client cash flows in the face of investment challenges.

COMMUNICATE: Generate presentation-quality reports, proposals, and investment policy statements for client and investment committee reporting and decision making.

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WHAT WINDHAM USERS ARE SAYING:

“Excellent product to help build your portfolio.” 

“This tool turned out to be EXACTLY what we wanted.”

“Extremely fast, easy to import benchmarks and optimize around turbulent periods. Great reports for client meetings.”

“I wouldn’t use any other optimization software now.”

SEE WHAT ALL THE FUSS IS ABOUT

WINDHAM INSIGHTS

Cutting-edge research is at the heart of what we do, and making this research available throughout the industry is a key component of our mission. Explore our Windham Insights to stay up-to-date on all things asset allocation, optimization, simulation, and risk.

GET OUR ASSET ALLOCATION WHITEPAPER

See how Windham Labs can help your practice

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