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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.

 

What's included

Financial Intelligence: latest

Free analysis

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 09.17.18

    By Ryan Nauman 17 Sep 2018

    Outside of the Brexit dealings, emerging markets, trade tensions, and the U.S. economic expansion have captured the majority of the headlines recently, while the eurozone continues to chug along. The eurozone continues to grow, albeit, at a slower pace than the U.S. On Thursday, the ECB revised their forecasts for future economic growth downward by 0.1% to 2.0% in 2018, and 1.8% in 2019. The sluggish growth, along with Brexit uncertainty, political risks, and trade concerns continue to pose as headwinds for the region. Concerns remain that the turmoil in neighboring Turkey may spill over into the eurozone as well. Based on these risks, the ECB left rates unchanged, while staying the course with its plan to unwind its bond buying program at the end of this year and start raising key rates during the summer of 2019. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.10.18

    By Ryan Nauman 10 Sep 2018

    Despite a strong U.S. economy, solid corporate earnings, historically tight labor market, a confident consumer, a relatively accommodative monetary policy, fiscal stimulus, mild inflation, oh, and a historic bull market that has returned nearly 10% YTD as of August 31 (S&P 500), investors have turned up the defense. As you can see in the above “chart of the week”, investors have turned to defensive sectors since the beginning of July, even though economic conditions point to an environment that is good for equity markets. Health care, consumer goods, real estate, and utilities sectors, which are all traditionally viewed as defensive plays, have attracted inflows. On the fixed income side, investors have preferred short-term bonds rather than intermediate and long-term bonds. Regionally, investors continue to turn their backs on emerging market equities and have gone with the more conservative U.S. equity play. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.03.18

    By Ryan Nauman 03 Sep 2018

    The week started with the U.S. and Mexico agreeing to a new trade deal to replace NAFTA. The accord between the two countries set momentum for a potential trilateral agreement including Canada. The U.S. and Canada rekindled trade talks following the agreement between the U.S. and Mexico, in hopes of coming to an agreement before a Friday deadline. An agreement did not happen, and the soft deadline was extended, as the two countries continue to work towards an agreement. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 08.27.18

    By Ryan Nauman 27 Aug 2018

    The major global indexes finished the week in the black, as positive U.S. economic data and solid earnings helped offset ongoing trade tensions. The S&P 500 set a record for the longest bull market in history, eclipsing the previous mark set between 1990 and 2000. Strong quarterly earnings from traditional brick-and-mortar retailers provided an additional boost for equities. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 08.06.18

    By Ryan Nauman 06 Aug 2018

    Solid second quarter earnings continue to help offset escalating trade concerns, as the S&P 500 finished the week up .80%. Todate, more than 80% of S%P companies have reported earnings, with 80% beating estimates (FactSet). Here are some of the highlights, which came from the tech sector. Apple beat earnings estimates and provided better-than-expected forward guidance after experiencing their best third quarter earnings ever. The announcement helped the embattled tech sector move forward after a tough week, and propelled Apple to be the first $1 trillion U.S. company. Caterpillar reported better-than-expected earnings and raised its full-year outlook, despite saying tariffs will reduce the bottom line between $100 and $200 million in the second half. Proctor & Gamble, Pfizer, DowDuPont, and Aetna all reported better-than-expected earnings. Meanwhile, Tesla reported wider-than-expected losses, but to the delight of investors, experienced smaller cash burn than expected, while also reaffirming profitability during the second half. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 07.30.18

    By Ryan Nauman 30 Jul 2018

    This week marked the busiest week of the second quarter earnings season, as the S&P 500 rose modestly on solid earnings and promising trade news. To date, 53% of the S&P 500 companies have announced second quarter earnings, with 83% of them beating estimates (FactSet). Lets start with the headliner, Facebook. Most were expecting big numbers from Facebook, but the big numbers they received were not the ones they expected, as in a $120 billion decrease in market value. Facebook plunged after reporting mixed earnings, while providing a downbeat forecast for the remainder of the year. The numerous scandals/sins they were able to withstand over the past few months finally caught up to them. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 07.23.18

    By Ryan Nauman 23 Jul 2018

    After the backlash President Trump received for his performance during his press conference with Russia’s President Putin and the corresponding clean-up of the mess, Trump proceeded to divert everyone's attention back to trade and some meddling of his own. President Trump warned China that he is “ready to go” with $500 billion in new tariffs on Chinese goods. He didn’t stop there, as he accused the EU and China of devaluing their currencies, and the cherry on top was his meddling in the Fed’s interest rate policy making. Thankfully, companies reported solid earnings to help keep equity markets afloat. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 07.16.18

    By Ryan Nauman 16 Jul 2018

    Earnings season hits full stride this week, with big names, Bank of America, BlackRock, Netflix, Johnson & Johnson, Alcoa, Morgan Stanley, and Microsoft, leading the charge. We will find out if the mixed results for financials continue; have the strong earnings for technology companies, in particular the FAANG stocks, continued; and how have the tariffs effected industrials, like Alcoa? Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 07.09.18

    By Ryan Nauman 09 Jul 2018

    The initial $34 billion tariffs levied against Chinese goods kicked in on Friday. This is the first part of the $50 billion worth of tariffs President Trump announced in June, with the remaining $16 billion scheduled to take effect in two weeks. President Trump warned that the White House is willing to impose an additional $500 billion worth of tariffs on Chinese goods, depending on the response from China. Despite the official start to the trade tariffs between the U.S. and China, and a threat that there could be much more to come from President Trump, the major U.S. equity markets ended the week in the black. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 07.02.18

    By Ryan Nauman 02 Jul 2018

    Is anyone else having difficulty keeping score of the back-and-forth trade talk? Or maybe I am just growing tired of all the rhetoric. Regardless, it is something that must be discussed, as markets have been swinging up and down based on the news, or in some cases, tweets. Markets have been range bound, as investors have taken a wait-and-see approach, which seems prudent, as uncertainty reigned the week prior to the initial U.S. and Chinese trade tariffs taking effect. The uncertainty was evident this week, due to conflicting statements from the White House regarding restricting Chinese investment in U.S. technology and intellectual property. The initial reports caused a sell-off in tech stocks, only to have techstocks rebound later in the week, as the tone from the White House softened. Recently, I wrote about the run technology was on, in part due to investors believing that technology was immune to the trade talk, well, that changed. This week we learned that no sectors are truly immune from the trade scuttlebutt. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 06.25.18

    By Ryan Nauman 25 Jun 2018

    As we close the book on quarter two, here are some of the upcoming noteworthy events as the World Cup hits full stride. Wednesday, U.S. durable goods is released, Thursday is the first quarter U.S. GDP update, and Friday is U.S. personal consumption expenditures (PCE); China Purchasing Managers Index (PMI); University of Michigan Consumer Sentiment index. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 06.18.18

    By Ryan Nauman 18 Jun 2018

    After a busy week of events, this week is much quieter. U.S. housing data starts the week, which will provide insight on if higher interest rates and increased home values have hurt home sales. The week finishes with the anticipated OPEC meeting to discuss output levels. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 06.11.18

    By Ryan Nauman 11 Jun 2018

    There are a lot of headline worthy events happening this week that will capture the attention of many and effect global markets. As markets digest the G-7 summit in Canada, the historic Korea Summit kicks off, it’s hard to get a grasp of what the outcome will be when the two unpredictable leaders convene in Singapore. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics

    Macro-Economic Forces Bring Commodities to the Forefront

    By Ryan Nauman 11 May 2018

    Macro-Economic Forces Bring Commodities to the Forefront

    Topic Returns Based Style Analysis Manager Analysis

  • PSN Enterprise, Zephyr Portfolio Analytics

    Did Active Managers Capitalize on the Spike in Volatility During February?

    By Ryan Nauman 15 Mar 2018

    Did Active Managers Capitalize on the Spike in Volatility During February?

    Topic Returns Based Style Analysis Manager Analysis

Meet the team

Analyst

Ryan Nauman

Analyst, VP, Product and Market Strategist

USA

Ryan Nauman

Ryan specializes in

  • Investment Analysis

+18 year(s) experience

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