Intuitive Solutions for the Sophisticated Investor
Investors worldwide depend on Windham’s solutions to build, analyze, and communicate their investment strategies.
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.
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.
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.”
See who uses Windham Labs
Wealth Managers, Family Offices, & RIAs
Banks and large RIAs
Foundations, Endowments, and Plan Sponsors
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.
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.
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.
See how Windham Labs can help your practice