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Comprehensive portfolio analysis software

Zephyr | Data analysis and tools | Financial intelligence

Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how.

Achieve your clients’ wealth goals and build trust in your decision-making

The latest web-based Zephyr is loaded with important features to drive business growth.

  • Manager research – screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools.
  • Manager analysis – track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics.
  • Asset allocation – build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
  • Modelling – estimate the probability of meeting future wealth goals using the Monte Carlo simulation module.
  • Client reporting – streamline the reporting process to speed up asset acquisition.
  • Presentations - Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes.
  • The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading portfolio analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.


A streamlined interface
puts the value-added information you need at your fingertips, and extensive charting and visualization tools let you filter, view, analyze, and report like never before.

Financial Intelligence:最新

無料解析

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 12.09.19

    By ryan-nauman 09 Dec 2019

    It is Fed week again! Next week’s Federal Reserve (Fed) meeting and Chairman Jerome Powell’s follow up press conference lacks some anticipation, as expectations are high that the Fed will keep key short-term benchmark rates in a range of 1.5% - 1.75%. With most expecting the Fed to take a pause in cutting rates, attention will be turned to the Fed’s statement and the follow up press conference to try and decipher the Fed’s monetary policy in 2020. As for economic data, the headliners will be the consumer price index and retail sales. Muted inflation was a primary reason why the Fed cut rates in 2019, and expectations are for inflation to remain soft moving forward. With the holiday season in full stride, retail sales will be widely watched and an important indicator on if the strong consumer will continue to shoulder the U.S. economy. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.18.19

    By ryan-nauman 18 Nov 2019

    Ryan Nauman's Weekly Recap 11.18.19

    Over the past few months the housing market has solidified as low mortgage rates have brought buyers back to the market, however, inventory remains low. The week ahead will provide us with more information regarding the housing market turnaround. Additionally, we will receive the initial flash PMIs on the manufacturing and services sectors. Markets have priced in weak manufacturing numbers, however, if there is a bad miss on the downside, markets could react negatively. We are near the third quarter earnings cycle finish line, which has been better-than-expected to this point. The upcoming week is headlined by retailers, which will be widely watched. The economic expansion has been shouldered by the consumer, and in order for the expansion to continue, the consumer will need to continue to spend. We will find out if these brick-and-mortar retailers have capitalized on the strong consumer, what challenges they face with six less shopping days during the shopping season, and if they provide any insight on consumer spending trends moving forward. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.11.19

    By ryan-nauman 11 Nov 2019

    While we are entering the later stages of the third quarter earnings cycle, the week ahead includes a few big-name earnings releases, including Walmart, Cisco, and some pot stocks. As for economic data, the CPI reading will be widely watched as most expect inflation to remain muted, furthermore, retail sales will be a popular release as strong consumer spending remains vital for the expansion to continue. Additionally, next week is a busy week for Federal Reserve talk, as Chairman Powell is scheduled to testify, and numerous Fed officials are scheduled to speak throughout the week. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 11.04.19

    By ryan-nauman 04 Nov 2019

    The third quarter earnings cycle continues to roll along during the week ahead. Meanwhile, the services sector will be examined with the release of the Markit services PMI reading and ISM non-manufacturing index. With the manufacturing sector showing some promise that it may have bottomed, it will be important for the services sector to remain on solid footing to support the economy while the manufacturing sector recovers. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.28.19

    By ryan-nauman 28 Oct 2019

    Fed week is upon us. Despite another busy week for earnings and economic data releases, all eyes will be on the FOMC meeting during the upcoming week. With inflation remaining muted, soft manufacturing data, signs of a slowing services sector, and weak retail numbers, combined with slowing global growth and trade uncertainties, I think the Fed has enough data to cut rates for the third time this year. Traders are also expecting a rate cut, as the CME FedWatch Tool currently shows a 93.5% chance the Fed cuts. The high expectations for a cut also increases the possibility for a negative shock if the Fed disappoints in either their actions or comments. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.21.19

    By ryan-nauman 21 Oct 2019

    Ryan Nauman's Weekly Recap 10.21.19

    Economic data releases for the upcoming week are a little light. We will get the initial Markit manufacturing and services PMI readings, which will be widely watched, particularly the services PMI. Recent housing data releases have shown promise, and we will see if the trend continues this week. Meanwhile, the third quarter earnings cycle continues to roll along. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.14.19

    By ryan-nauman 14 Oct 2019

    The third quarter earnings cycle kicks off in earnest this week, headlined by some of the biggest names in the financial sector. It will be interesting to hear how financials were able to control costs while low interest rates and the inverted yield curve put pressure on their income potential. As for economic data, housing data will capture the headlines. Recent data on the housing sector has shown promise, and we will see if falling mortgage rates continued to provide a boost to the sector. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 10.07.19

    By ryan-nauman 07 Oct 2019

    All eyes will be on the renewed trade talks between the U.S. and China during the upcoming week. The stakes are getting higher as we inch towards an election year, global economies are slowing due to trade uncertainties, and political chaos is certain to remain heightened due to the impeachment inquiry. I don’t expect both sides to come to a truce this week, however, any sign of progress will be good, while investors may doubt a deal will ever get done if we have another breakdown in talks. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 09.30.19

    By ryan-nauman 30 Sep 2019

    There is no lack of important economic data releases in the week ahead. The U.S. economy has been a tale of two sides, the good (services and labor market) and the bad (manufacturing). Well, this week provides us with information on both sides. I will be particularly interested in the Markit Services and ISM Nonmanufacturing readings, as the services sector has been supporting the U.S. economic expansion and it will be imperative that the services sector remains strong for the expansion to continue. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 09.23.19

    By ryan-nauman 23 Sep 2019

    Ryan Nauman's Weekly Recap 09.23.19

    Now that the September FOMC meeting is behind us the spotlight will shine on trade talks between the U.S. and China. As for economic data releases, we will get data on the manufacturing sector by way of the PMI flash readings and durable goods orders. We will also find out if business investment has picked up when core capex is released on Friday. Additionally, this upcoming week will shed some light on the sentiment of the consumer, which has been the driving force behind the current expansion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 09.16.19

    By ryan-nauman 16 Sep 2019

    All attention during the week ahead will be on the FOMC’s monetary policy announcement and Jerome Powell’s follow-up press conference. As we mentioned above, the Federal Reserve is in a tough position as they feel pressure from around the globe to cut rates, however, the U.S. economy continues to grow at a solid pace and the labor market remains strong. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 09.09.19

    By ryan-nauman 09 Sep 2019

    The upcoming economic data releases, particularly the inflation and retail sales prints, will be widely watched as expectations for the FOMC to cut rates at their upcoming September meeting are running high. Interestingly, the folks who are clamoring for a rate cut point to muted inflation as one of the reasons the FOMC must cut, meanwhile, the folks who are saying there should be no urgency in cutting rates point to the health of the consumer and their solid spending habits supporting the economy. Regardless if the data beats or misses expectations, I expect the FOMC to cut rates a quarter point later this month. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 09.03.19

    By ryan-nauman 03 Sep 2019

    The economic data releases for the week ahead will be highlighted by the weakest (manufacturing) and strongest (labor) links in the U.S. economy. The manufacturing sector has been weak around the globe, evidenced by the growing number of country’s manufacturing sectors entering contraction. The manufacturing sector in the U.S. has not reached contraction yet, however, it has been slowing for some time and on the cusp of contraction. On the flip side, the current economic expansion has been driven by the historically strong labor market. Additionally, the longevity and future health of the U.S. economy hinges on the labor market remaining strong. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 07.29.19

    By ryan-nauman 30 Jul 2019

    The much-anticipated July FOMC meeting takes place in the week ahead. It is highly expected that the Federal Reserve will cut key short-term rates - for the first time since 2008 - by 25 bps. With expectations so high for a rate cut, anything less would be a surprise and negatively affect markets. The FOMC isn’t the only game in town, however. The week ahead is full of economic data releases, including the jobs report on Friday. Additionally, the Q2 earnings cycle continues to roll along, headlined by Apple and a slew of pharmaceuticals. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

  • psn, zephyr, psn-sma

    Ryan Nauman's Weekly Recap 07.22.19

    By ryan-nauman 22 Jul 2019

    Ryan Nauman's Weekly Recap 07.22.19

    The week ahead is headlined by an influx of earnings releases, in fact, more than a quarter of the S&P 500 companies will release earnings. The names include Coca-Cola, Boeing, Facebook, Alphabet, Amazon.com, 3M, and McDonalds. Additionally, we get more data on the manufacturing sector. We will find out if the promising regional manufacturing data from this week was a one hit wonder or is the sector stabilizing on a national level as well. Finally, we will get an advanced look at the Q2 GDP numbers. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic industry-news

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