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15 Total results for product and free and sample content found

Zephyr Portfolio Analytics

Zephyr Platform Case Study: Thrivent

Zephyr Thrivent

Thrivent has been a client since 2020 and subscribes to the Zephyr platform. Matthew Mast, FIC, MBA is a Financial Professional for Thrivent and is responsible for due diligence on model portfolios, creating current versus proposed client portfolios to show clients where Thrivent can add value, and preparing materials for client meetings. Mr. Mast first experienced Zephyr at a previous firm. A Senior Advisor colleague used it extensively and, “loved it.” When Mr. Mast moved to take a leadership role at Thrivent, he knew Zephyr would be a valuable addition to support their in‐depth due diligence process and their communication with clients. “The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice-looking, custom presentation that packages our thinking and really shows the value we bring our clients.” Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Zephyr Platform Case Study: Qualis Capital

Zephyr

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.” Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Zephyr Platform Case Study: Charlesworth & Rugg, Inc.

Zephyr: Charlesworth & Rugg

Charlesworth & Rugg has been a Zephyr client since 2016 and subscribes to the Zephyr platform. Cyrus Amini, Esq., CFA, Chief Investment Officer & Chief Compliance Officer, co‐manages the investment selection, research, and asset allocation decisions. As a midsize RIA, Charlesworth & Rugg leans heavily on their research and manager due diligence to make the most informed decisions. The ability to perform in depth research in‐house is critical. “Having a tool that allows me to look at the numbers in a one‐stop-shop way is invaluable,” Amini said. Read more...

Topic Industry News Manager Analysis

FX & rates insights, IGM FX and Rates

IGM FX Case Study: Banking and Financial Service Provider

IGM FX Case Study: Banking and Financial Service Provider

Our main sponsor (referred to throughout as ‘MP’), a Senior VP, Sales FX used IGM’s service 12 years prior to moving to BFSP. His initial hesitancy on sourcing economic data from an external data provider was alleviated once he sampled IGM as an intelligence source. Working in a fast-paced environment such as foreign exchange, requires concise, relevant content and IGM’s services were a perfect fit for our main sponsor and his team for day to-day requirements. IGM’s daily information alerts allowed team members to keep abreast of global news in what MP termed, ‘short and sharp content, which can be read 15 minutes prior to the start of a working day, whilst providing a good understanding of the current market’. Read more...

Topic Industry News

FX & rates insights, IGM FX and Rates

IGM FX Case Study: Financial Service Provider

IGM FX Case Study: Financial Service Provider

FSP has been a client of Informa Financial Intelligence since 2003 and continues to subscribe to IGM as a trusted, reliable source of FX and interest rate insights. Our main sponsor and the rest of his FX Advisory and Sales team use IGM to complement other data insights. For over 10 years, our sponsor has received FX and rates analysis - including technical points such as support and resistance levels on key currency pairs - providing a fuller picture of the market, eliminating any banking environment bias. Read more...

Topic Industry News

EPFR Fund Flows

Latin American Bank Client Case Study

Latin American Bank Client Case Study

LATAM Bank has been a client of Informa Financial Intelligence since 2014 and subscribes to weekly/monthly bond fund flows for all fund groups, fund level detail. Our main sponsor at LATAM Bank and his team of analysts use EPFR to better understand where there is opportunity to grow their investor base, to obtain technical data points to refer to when speaking with customers, and to analyse movement in local and hard currency. When asked about the value the data has brought to this business, our sponsor commented, “EPFR provides us with additional colour on where inflows and outflows are coming from to help us connect what is going on in the market and why. There is not a lot of reporting for LATAM and EPFR gives us the breadth and depth of coverage that others could not.” Read more...

Topic Industry News

Zephyr Portfolio Analytics

MuniCrest Investment Management Company Case Study

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

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