Zephyr

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.

Zephyr, EPFR

Passive Investments: Far from Perfect

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.

Zephyr

New to Zephyr OnDEMAND? Learn how to generate reports.

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

New to Zephyr OnDEMAND? The Analytics Center.

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.

PSN Enterprise, Zephyr

Inflation - Risks and Opportunities

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.

Zephyr

New to Zephyr OnDEMAND? Learn how to create blends.

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

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.

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.

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.

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.

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.