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.
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Integrations
No integrations listed.
Company Information
Windham Capital Management
Founded: 1988
United States
www.windhamcapital.com
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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?
Windham Portfolio Advisor works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Windham Portfolio Advisor support in their product?
Windham Portfolio Advisor supports these languages: English.
Q: What kind of support options does Windham Portfolio Advisor offer?
Windham Portfolio Advisor offers support via online and phone support.
Q: What type of training does Windham Portfolio Advisor provide?
Windham Portfolio Advisor provides training in the form of documentation, webinars, live online, and in person.
Windham Portfolio Advisor Product Features
Financial Risk Management
For Hedge Funds
Supported
Market Risk Management
Supported
Portfolio Management
Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Supported
Compliance Management
Not Supported
Credit Risk Management
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Operational Risk Management
Not Supported
Portfolio Modeling
Not Supported
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
