Windham Portfolio Advisor Support
Knowledge base to support the Windham Portfolio Advisor, a portfolio optimization and risk management platform for strategic asset allocation.
Last updated
Knowledge base to support the Windham Portfolio Advisor, a portfolio optimization and risk management platform for strategic asset allocation.
Last updated
The Windham Portfolio Advisor® is a technology platform for efficient portfolio construction and sophisticated risk management. It has been developed for the most sophisticated institutional investors - including plan sponsors, endowments, foundations, investment managers, investment consultants, and brokerage firms to make informed asset allocation decisions. The intuitive workflow makes performing complex analyses quick and easy. The graphical and reporting capabilities allow you to communicate financial concepts effectively. Highlights of the software platform includes
Develop capital market assumptions for return, risk, and correlations using multiple risk models
Examine market behavior during periods of financial turbulence and quiescence
Evaluate existing and proposed portfolios
Perform parametric multi-goal optimizations
Execute robust utility maximization with Full-Scale optimization
Evaluate probability of loss and value at risk over investment horizons
Measure likelihoods of under performances relative to a policy portfolio or benchmark
Estimate risk analytically or contrast results with empirical simulation methods
Stress test portfolios under various market models
Generate projections of future portfolio value
Consider the effects of inflation and periodic contributions or withdrawals
