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Comprehensive performance analysis software

Zephyr | Data analysis and tools | Financial intelligence

From manager and peer group analysis to customized and professional reporting, Zephyr gives you the tools to succeed with your portfolios and your clients.

How Zephyr can help

With Zephyr, investment managers can make tactical asset allocation decisions and deliver clear and concise analysis that better positions their products to clients. Anyone overseeing managers and consultants can perform due diligence with ease.

  • Manager research – screen thousands of investment 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.
  • The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.


What's included

Gold standard service

First-class customer service

To get more from Zephyr or solve any problems, you can directly access a live Customer Support Representative. Training videos and classes are always available.

Unparalleled medtech market

Robust math API

The Zephyr Analytics API combines 200+ statistics of MPT and post MPT in your searches and analysis, as well as unique proprietary statistics. We’re always actively exploring new statistical tools.

Complete and rate and fee information

Highly flexible reporting

It’s easy to create the report you need, instantly, and to change and update it on the fly. Customizing pages and reports is as easy as drag and drop. Add design standards, logos, and colors to create a look and feel that is entirely yours.

Data you can trust

Data agnostic

As a data agnostic system, Zephyr can analyze any set of returns.

Financial Intelligence: latest

Free analysis

Meet the team


Ryan Nauman

Analyst, VP, Product and Market Strategist


Ryan Nauman

Ryan specializes in

  • Investment Analysis

+18 year(s) experience

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

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Some of our other top solutions are itemized below. For our full suite, please see Products & services

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PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

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