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Fee Adjustments in Zephyr StyleADVISOR by David Kirkman, Ph.D.
In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested.
EPFR - fund flow & allocations data
Flow and Allocation data provides a unique view on investor and fund manager sentiment through its mutual fund and ETF flows and positioning data across global markets, helping buy and sell-side institutions make informed decisions.
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Serving institutional clients worldwide, we provide premier data for competitive intelligence and money market fund analysis delivering fast, accurate information for more than 2,000 US and offshore money funds as well as for ultrashort bonds.
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