A Division of Windham Capital Management, LLC

Windham Software 3.0 Release Notes

This release notes gives information specific to each version of the application on improvements, new features, and known issues. See the Windham Portfolio Advisor page for an overview of available features.

3.0.0.5884

Released 11/20/2014

  • Added Full-Scale Optimization
  • Added low-frequency estimations for risk and return
  • Added ability to export turbulence data
  • Displaying end-of-horizon and within-horizon VaR on risk budget estimation type
  • Short positions on portfolios weights are highlighted in red
  • Start and end dates are highlighted if they are outside the common date range
  • Performance and stability enhancements

3.0.0.5821

Released 9/25/2014

  • Report page updates
  • Performance and stability enhancements

3.0.0.5817

Released 9/18/2014

  • Various UI updates
  • Additional diagnostic information for license request

3.0.0.5807

Released 9/12/2014

  • Various Performance and stability enhancements

3.0.0.5771

Released 9/02/2014

  • Various Performance and stability enhancements

3.0.0.5769

Released 8/25/2014

  • Various Performance and stability enhancements

3.0.0.5745

Released 6/24/2014

  • Report visual improvements and touch-ups
  • Copy/save ability for wealth charts
  • Within-horizon explained report page added
  • Wealth tulip report page
  • Return attribution statistics for factor analysis
  • Various Performance and stability enhancements

3.0.0.5682

Released 5/12/2014

  • New license manager
  • Performance and stability enhancements

3.0.0.5675

Released 5/08/2014

  • Time series check sum. Client gets notification when time series file is changed
  • Welcome screen added
  • New wealth charts
  • Performance and stability enhancements

3.0.0.5659

Released 4/30/2014

  • Report page Performance and stability enhancements

3.0.0.5654

Released 4/28/2014

  • Various minor report page touch-ups
  • Added more colors to report pages to allow up to 40 different asset class colors
  • Performance and stability enhancements

3.0.0.5639

Released 4/16/2014

  • Various minor report page touch-ups
  • Performance and stability enhancements
  • Both ‘Expected Geometric Return’ and ‘Historical Geometric Return’ available on Executive Summary screen
  • Performance and stability enhancements

3.0.0.5623

Released 4/08/2014

  • Updated real cash flow rules (constant growth) to discount first cash flow in real terms relative to index = 0; (t-1)
  • Black-Litterman Return Estimation released
  • Time Series Utility clean up
  • Performance and stability enhancements

3.0.0.5565

Released 3/24/2014

  • Performance and stability enhancements
  • Filtering frequency of available time series

3.0.0.5561

Released 3/12/2014

  • Performance and stability enhancements

3.0.0.5545

Released 3/3/2014

  • Performance and stability enhancements

3.0.0.5537

Released 2/24/2014

  • Application shutdown on exception
  • Added asset count on Selected Assets table
  • Can paste license key using Ctrl+V from the first text box
  • Setting the SeriesShortName to SeriesName if SeriesShortName value is not set within TSU
  • Performance and stability enhancements

3.0.0.5524

Released 2/19/2014

  • Performance and stability enhancements for currency adjustment

3.0.0.5522

Released 2/18/2014

  • Performance and stability enhancements
  • Added Block Bootstrap simulation
  • Added status feedback
  • Added Wealth rule editing
  • ‘Select All” Risk Factors

3.0.0.5484

Released 2/07/2014

  • Performance and stability enhancements
  • Exposure to Loss/Higher Moments tab selection fix
  • Copying just the column or the whole grid on Define Portfolios
  • Disabled mouse wheel changing grid values

3.0.0.5478

Released 2/06/2014

  • Performance and stability enhancements
  • 2.5 case file loading with missing time series
  • Tracking Error Two slider for MTT optimization
  • Excel Add-In updates
  • Merged in Factor Analysis. This is now available for client who have this option enabled in their license

3.0.0.5447

Released 1/27/2014

  • Bug fix for re-ordering of portfolios on Define Portfolios screen
  • Ordering of assets on Constraints screen corrected to match Select Assets screen
  • Bug fix on Turbulence report pages
  • Added confirmation message box to Excel add-in when data has been loaded successful
  • Asset Class is now optional on a column-by-column basis when using Excel add-in

3.0.0.5428

Released 1/16/2014

  • Bug fix on return estimation page

3.0.0.5422

Released 1/15/2014

  • Performance and stability enhancements
  • Case file conversion fix
  • TSU fix
  • Export of contribution and disbursement matrix in addition to the wealth matrix

3.0.0.5414

Released 1/10/2014

  • Performance and stability enhancements
  • Trivial aesthetic UI tweaks
  • Executive Summary screen labeling
  • Multiple Views

3.0.0.5389

Released 12/20/2013

  • Fixed event handling for setting custom reports path.
  • Added Windham logos within custom reports and added appropriate nodes within the CustomContent.xml file. This will make it easier for clients to set custom logos for reports.
  • Implemented file validation during load (checking for an empty file as well as a valid database).
  • Updated LegacyCaseFile.xsd (added ContinuousVARSensitivty as AssetLevelRiskAnalysisMethodType).

3.0.0.5352

Released 12/09/2013

  • Fixed: Case file conversion from earlier versions of 3.0

 

Related Articles

  1. Windham Software Download Links
  2. Windham Software Minimum Requirements


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