Evaluate Portfolios

Review and analyzed expected returns for your asset allocation needs

Comparing portfolio outcomes

This screen allows you to specify portfolio asset allocation to evaluate expected return outcomes based on the scenario-weighted returns. The screen initializes default asset allocation weights by creating a conservative, moderate, and aggressive profile and guessing some initial weights based on the asset class selection.

Edit the weights cells directly to specify your asset allocation portfolios and save it to the case file.

The engineering team continues to work on expanding analytics of outcomes, bringing the wealth of research and capabilities that power the Windham Portfolio Advisor to Scenario Lab's evaluation screens.