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Software you can trust

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.

Here’s just a taste of Zephyr:

  • 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 125 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.

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.

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 engine

The Zephyr engine combines over 130 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

  • EPFR, Zephyr, IGM FX and Rates, IGM Credit, iMoneyNet

    Bond guy looks at stocks

    By David Ader 03 Feb 2017

    I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

  • Zephyr

    Alternatives and Roles they play in Asset Allocation

    By Ryan Nauman 05 Jan 2017

    In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most.

    Topic Asset Allocation

  • Zephyr

    The Markets in 2016, and What's Ahead in the New Year

    By Ryan Nauman 28 Dec 2016

    Read the 2016 market in review and insights on market trends for 2017.

    Topic Industry News

  • Zephyr

    Q2 2016 Fixed Income Quarterly

    By Ryan Nauman 08 Dec 2016

    New issuances in the investment grade corporate credit market showed no signs of slowing during the second quarter of 2016.  With assistance from our colleague Drew Jamner, Credit Analyst of Informa Global Markets (IGM), we take a look back at the second quarter of 2016 within the investment grade corporate credit capital market space.

    Topic Industry News

  • Zephyr

    Money Market Reform

    By Ryan Nauman 15 Nov 2016

    Money-market funds will be required to increase the transparency of fund operations and risks. Funds will need to disclose their levels of daily and weekly liquid assets on their websites on a weekly basis in addition to net inflows/outflows, NAVs, fees, and sponsor support. Money market funds will also be required to report portfolio holdings within five business days after month-end and improve private liquidity fund reporting.

    Topic Industry News

  • Zephyr

    How to create an equally weighted composite inside of Zephyr StyleADVISOR

    By Jeremy Poulin 18 Oct 2016

    Learn how to create an equally weighted composite inside of Zephyr StyleADVISOR.  An equally weighted composite allows you to take a large group of managers and create a single return stream that can be used in any analysis.  

  • Zephyr, PSN Enterprise

    Brexit Revisited

    By Ryan Nauman 19 Sep 2016

    The much anticipated Brexit referendum is now in our rear view mirror, but the uncertainty is far from over as Britons voted to leave the EU and will be led by a new Prime Minister during this unprecedented time.

    Topic Brexit

  • Zephyr, PSN Enterprise

    Presidential Parties and the Stock Market

    By Ryan Nauman 12 Sep 2016

    Democratic or Republican party, which has the better impact on the market?

    Topic US Presidential Election

  • Zephyr

    A Closer Examination of Drawdown Risk

    By Ryan Nauman 18 Aug 2016

    In conjuction with this article on the Drawdown Risk statistic, we have added a new downside risk template to Zephyr StyleADVSIOR's template library.  

    Topic Risk

  • Zephyr

    Q1 2016 - Top Guns US Equity Markets make a U-Turn

    By Ryan Nauman 28 Jun 2016

    U.S. equity markets make a U-turn. Read this quarter's PSN Top Guns market commentary.

    Topic Industry News

  • Zephyr

    iMoneyNet Indices Now Available

    By Jeremy Poulin 07 Jun 2016

    We have added 103 iMoneyNet indices in our Full Index data update. 

    Topic New Features

  • Zephyr

    Fee Adjustments in Zephyr StyleADVISOR by David Kirkman, Ph.D.

    By David Kirkman, Ph.D. 05 Dec 2014

    In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested. 

  • Zephyr

    Understanding Value at Risk and Conditional Value at Risk by Marc Odo, CFA, CAIA, CFP

    By Marc Odo, CFA, CAIA, CFP 02 Aug 2013

    With the release of StyleADVISOR 8.4, we have incorporated Value at Risk (VaR) and Conditional Value at Risk (CVaR) measures.This article defines what VaR and CVaR are, its challenges, and calculation.

Meet the team

Analyst

Ryan Nauman

Analyst, VP, Product and Market Strategist

USA

Ryan Nauman

Ryan specializes in

  • Investment Analysis

+17 year(s) experience

Any questions?

If you have any general questions about our services and would like to learn more about how we can assist your business, please reach out to us via the form below and we'll get back to you shortly. If you prefer to get in touch by 'phone, please refer to the About section of our website for details of our nearest office and which products they serve.

Would you like to request a sample of how Financial Intelligence can help your business? Please fill in the form below and we'll get back to you.

Getting a demo tailored to your needs is the best way to see how our solutions will help you gain an advantage.

Request a live demo now:

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