Zephyr Portfolio Analytics

Macro-Economic Forces Bring Commodities to the Forefront

Macro-Economic Forces Bring Commodities to the Forefront

Topic Returns Based Style Analysis Manager Analysis

Zephyr Portfolio Analytics

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

Zephyr Portfolio Analytics

Active Management Outperforms in 2017

Active Management Outperforms in 2017

Topic Returns Based Style Analysis Manager Analysis

PlacementTracker

PlacementTracker Publishes Q3 2017 Private Placement Market League Tables

PlacementTracker, the leading source for data and analysis to institutions in the PIPE and Private Placement markets, today announced the most active investment banks, investors, and law firms in the U.S. PIPE market through the third quarter of 2017.

Topic Industry News Returns Based Style Analysis Risk Statistics and Mathematics

EPFR - fund flow & allocations data

Stock Buyback Announcements in Earnings Season Drop to Lowest Level in More Than Five Years

Stock Buyback Announcements in Earnings Season Drop to Lowest Level in More Than Five Years. Overall Corporate Buying Stuck in Two-Year Downtrend.

Topic Industry News Returns Based Style Analysis Risk Statistics and Mathematics

Zephyr Portfolio Analytics, EPFR - fund flow ...

Revisiting Sharpe’s “Tracks in the Sand”

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 Portfolio Analytics, EPFR - fund flow ...

Environmental, Social, and Governance Standards Changing How Investors View Corporations

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 Portfolio Analytics, EPFR - fund flow ...

Keeping Longevity From Killing Your Clients' Retirement

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