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Intuitive Solutions for the Sophisticated Investor

Investors worldwide depend on Windham’s solutions to build, analyze, and communicate their investment strategies.

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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.

“I was able to run models on risk instead of return. This tool proved to be exactly what we wanted.”
Tim Fyffe, Central Bank & Trust Co.

 See who uses Windham Labs

  • Wealth Managers, Family Offices, & RIAs
  • Banks and large RIAs
  • Foundations, Endowments, and Plan Sponsors
  • Investment Managers
Our Clients

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.

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Windham Client Advisor

The Windham Client Advisor integrates with the Windham Portfolio Advisor to provide teams of advisors a streamlined, intuitive, web-based platform for portfolio management and client communication. This flexible solution can be customized to meet the specific needs of your firm.

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Windham Labs Insights

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. Discover more Windham Insights.

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See how Windham Labs can help your practice

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