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14 Total results for product and free and sample content found

Zephyr Portfolio Analytics

MuniCrest Investment Management Company Case Study

15 Apr 2019

MuniCrest Investment Management Company

MuniCrest Investment Management Company is an SEC-registered investment advisory and consulting firm specializing in the municipal bond market. The firm’s core investment style prioritizes superior long-term after-tax returns achieved through the prudent and active management of interest rate risk, yield curve risk, and credit risk in the context of each of its client’s goals and objectives. MuniCrest’s products have made Zephyr’s PSN Top Guns rankings every quarter since Q1 2010. PSN Top Guns are quarterly rankings of separate account performance and are based on data from the widely-used PSN database. MuniCrest was founded in 2000, with offices in Scituate and North Andover, Massachusetts, and is a majority owned subsidiary of Boston Hill Advisors. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Cadence Bank Case Study

15 Apr 2019

Cadence Case Study

Cadence Bank is a leading regional bank serving Texas and the Southeast and backed by more than 120 years of tradition. The bank has built a loyal following among the region’s high net worth individuals by providing innovative, customer centric solutions that keep the pace with the busy and complex lives its clients lead. Adopting the mantra “Regional Means Personal,” Cadence is also hyper-focused on customer service, provided by top tier professionals who can assist clients with a full range of banking, financial management, investment and trust services, treasury management, and mortgage products. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Measured Wealth Private Client Group, LLC Case Study

15 Apr 2019

Measured Wealth Private Client Group, LLC Case Study

Richard Kesner wants you to hold on to your money. As President of the Boca Raton-based Measured Wealth Private Client Group, LLC, a wealth management advisory firm serving clients across the world for over 30 years, Mr. Kesner’s main emphasis is to focus first on capital protection, then capital growth. “Basically, we’re a value manager – everything we do is based on downside risk and downside capture ratio,” he says. But that doesn’t mean that Measured Wealth hasn’t delivered competitive returns for its client base. It just goes about it in its own way, performing strict due diligence on potential managers to ensure they share the firm’s aversion to risk, and that they can perform during adverse conditions. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Merchants and Planters Trust Case Study

15 Apr 2019

Merchants and Planters Trust Case Study

Merchants and Planters Bank was founded in Arkansas in 1946 as a bank that was “owned by the people, for the people,” helping to facilitate local expansion in the post-war economy. At the heart of its mission was to provide financial services for the businesses, families, and individuals in a manner that they could understand and trust. Since those early days, Merchants and Planters has grown and diversified. Merchants and Planters Trust Division was founded in 1954 to provide investment and trust services with the same commitment to transparency. This commitment, combined with Merchants and Planters dedication to personalized customer service, means ensuring clients always have a firm understanding of their investment performance. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Great Western Bank Case Study

15 Apr 2019

Great Western Bank Case Study

How does a regional bank, headquartered in Sioux Falls, South Dakota, get on the same Top 10 National Banks list with the likes of banking giants Citi, Wells, and Chase? According to GoBankingRates.com, Great Western Bank can compete with the best because of its financial strength, accessibility, products offered and customer service. Read more...

Topic Industry News Manager Analysis

IGM Credit, IGM FX and Rates

NPLs, Esoterics, and QE Under Discussion at Global ABS

By Anil Mayre, Senior Credit Analyst, IGM 07 Jun 2018

NPLs, Esoterics, and QE Under Discussion at Global ABS

Topic Industry News Manager Analysis

PSN Enterprise - Separate Account Analytics S...

Macro-Economic Forces Bring Commodities to the Forefront

By Ryan Nauman 11 May 2018

Macro-Economic Forces Bring Commodities to the Forefront

Macro-Economic Forces Bring Commodities to the Forefront

Topic Returns Based Style Analysis Manager Analysis

PSN Enterprise - Separate Account Analytics S...

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?

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

Topic Returns Based Style Analysis Manager Analysis