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11 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

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

PSN Enterprise - Separate Account Analytics S...

Active Management Outperforms in 2017

By Ryan Nauman 08 Feb 2018

Active Management Outperforms in 2017

Active Management Outperforms in 2017

Topic Returns Based Style Analysis Manager Analysis

PSN Enterprise - Separate Account Analytics S...

Factoring in Factors

By Ryan Nauman 26 Jun 2017

Factoring in Factors

Ryan Nauman takes a look at using factor investing, or so-called "smart beta" investment strategies, in client portfolios. 

Topic Returns Based Style Analysis Manager Analysis

Zephyr Portfolio Analytics

New to Zephyr OnDEMAND? The Analytics Center.

By Jeremy Poulin, Senior Client Consultant 02 May 2017

New to Zephyr OnDEMAND? The Analytics Center.

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