Windham Portfolio Advisor

About Windham Portfolio Advisor

Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. It includes asset allocation, capital market forecasting, factor analysis, stress testing and wealth simulation. Windham Portfolio Advisor enables users to develop capital market assumptions for returns using CAPM, Bayesian Analysis and custom forecasts. Its risk management tool allows users to handle portfolio prospects and complexities based on market exposure and expectations. Additionally, its factor analysis module assists managers with forecasting the expected return values of assets and help identify sources of risk and return. Windham Portfolio Advisor allows users to generate reports, investment policy statements and proposals which can be exported to Microsoft Word, Excel and PowerPoint applications. Pricing of the product is available on request and support is extended via phone, email and online helpdesk.