Windham Portfolio Advisor

Portfolio optimization and risk management

Windham Portfolio Advisor 2017-12-04T13:42:37+00:00

The Windham Portfolio Advisor® (WPA) is a complete portfolio optimization and risk management platform 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

Generate efficient portfolios that meet your investment goals and satisfy your clients’ constraints. Use the traditional mean-variance approach to optimization or one of many asset allocation methods exclusive to Windham’s software to address unique investor objectives.

Asset Allocation

Capital Market Forecasting

Capital Market Forecasting

Realistic estimates for return and risk are critical to the portfolio construction process. Develop sound capital market assumptions for return using CAPM, implied returns, Bayesian analysis (including Black-Litterman) and custom forecasts. Examine how assets behave during specific market environments, including periods marked by turbulence, on a before and after tax basis.

Risk Management

Too frequently, portfolio risk is oversimplified or misunderstood altogether. Windham’s risk management tools assist you in managing the complexities and true sources of portfolio risk so that you can develop portfolios that are based on realistic expectations and a deeper understanding of your risk exposures.

Risk Management

See more features and compare versions of the Windham Portfolio Advisor

WPA Version Comparison

Capital Market Forecasting

Factor Analysis

Factor analysis is a powerful technique that can identify and measure common sources of risk and return for managers, asset classes, and portfolios.  Each factor represents an underlying exposure to the market.  Factor analysis goes beyond the asset allocation to identify the underlying exposures to specific sources of risk and return.

Factor analysis can be used in a variety of applications including:

  • Understanding the drivers of manager risk and return
  • Understanding the differences between the factor allocation and the asset allocation
  • Explaining differences in returns across a universe of financial assets
  • Forecasting the expected value of asset returns
  • Stress testing asset class returns

Cash Flow Simulation

By simulating growth over time, Windham helps you evaluate the likelihood of meeting future goals and commitments. Windham’s cash flow simulations account for inflation and planned contributions and withdrawals. Projections are expressed in terms of total wealth and as an annuity.

  • Generate projections of future portfolio value
  • Measure the effects of inflation and periodic contributions or withdrawals
  • Quantify the likelihood of shortfall

Cash Flow Simulation

Reports

Reports & Proposals

Windham’s reporting tools generate presentation-quality reports, proposals, and investment policy statements. Export all charts and tables produced by the software to Excel®, Powerpoint®, and Word®.

See how Windham can help your practice

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