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Zephyr Platform Case Study: Qualis Capital

Qualis Capital has been a client since 2020 and subscribes to the Zephyr platform.

Robert Pereira is the Managing Director of Research for Qualis Capital and is responsible for researching alternatives for consideration in their platform, comparing alternatives to their peers, and comparing alternative performance for their clients.

Qualis Capital needed a robust analytics and reporting platform to help power in‐depth research of their managers and produce sleek, yet informative client communications. “I have been using Zephyr close to 20 years,” said Mr. Pereira, “it is the easiest way to find and analyze returns.”

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