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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.
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.
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.
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.
As a data agnostic system, Zephyr can analyze any set of returns.
Zephyr, EPFR
By Ryan Nauman 23 Aug 2017
Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr, EPFR
By Ryan Nauman 09 Aug 2017
There are many reasons why one decides to invest in a particular investment - promising fundamental outlook, technical signals, emotional attachment, or learning.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr, EPFR
By Ryan Nauman 21 Jul 2017
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
PSN Enterprise, Zephyr
By Ryan Nauman 26 Jun 2017
Ryan Nauman takes a look at using factor investing, or so-called "smart beta" investment strategies, in client portfolios.
Zephyr, EPFR
By Ryan Nauman 17 May 2017
Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr
By Jeremy Poulin, Senior Client Consultant 02 May 2017
This blog post is the first of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. This post will go over how to generate a report on ZOD.
Zephyr
By Jeremy Poulin, Senior Client Consultant 02 May 2017
This blog post is the final of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. This post will go over how to use the Analytics Center.
Topic Manager Analysis
PSN Enterprise, Zephyr
By Ryan Nauman 21 Apr 2017
The consensus among economists is that inflation will increase to north of two percent in 2017, which would mark the first time since prior to the Credit Crisis that we’ve experienced consecutive years of inflation above two percent. We examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.
Topic Industry News US Presidential Election Risk Changing Rate Environment
Zephyr
By Jeremy Poulin, Senior Client Consultant 27 Mar 2017
This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. Learn how to create blends from this blog post.
EPFR, Zephyr, IGM FX and Rates, IGM Credit, iMoneyNet
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
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
By Ryan Nauman 28 Dec 2016
Read the 2016 market in review and insights on market trends for 2017.
Topic Industry News
Zephyr
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
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
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.
USA
Ryan specializes in
+17 year(s) experience
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