Audience

Institutional investors and businesses searching for a solution to improve their research operations and get insights

About Windham Portfolio Advisor

Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness.

Integrations

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Ratings/Reviews

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Company Information

Windham Capital Management
Founded: 1988
United States
www.windhamcapital.com

Videos and Screen Captures

Windham Portfolio Advisor Screenshot 1
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Product Details

Platforms Supported
Mac
Windows
Training
Documentation
Webinars
Live Online
In Person
Support
Online
Phone Support

Windham Portfolio Advisor Frequently Asked Questions

Q: What kinds of users and organization types does Windham Portfolio Advisor work with?
Q: What languages does Windham Portfolio Advisor support in their product?
Q: What kind of support options does Windham Portfolio Advisor offer?
Q: What type of training does Windham Portfolio Advisor provide?

Windham Portfolio Advisor Product Features

Financial Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Compliance Management
Credit Risk Management
Liquidity Analysis
Loan Portfolio Management
Operational Risk Management
Portfolio Modeling

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management
Risk Management
Accounting Management
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics