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3 Total results for product and free and sample content found

SEA Score, Informagic, Competitive Product Re...

Millennial Mindsets On Money and Mortgages

By Sue Hines 31 Dec 2016

Informa's study, Millennial Mindsets On Money and Mortgages, offers financial and mortgage professionals a compelling opportunity to gain deep perspective into the preferences of Millennial-aged homeowners and prospective home buyers. This white paper will explore the results of the study, conclusions to draw from this information, and how financial professionals can best use this data to benefit their own business.  

Zephyr

Fee Adjustments in Zephyr StyleADVISOR by David Kirkman, Ph.D.

By David Kirkman, Ph.D. 05 Dec 2014

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. 

Zephyr

Understanding Value at Risk and Conditional Value at Risk by Marc Odo, CFA, CAIA, CFP

By Marc Odo, CFA, CAIA, CFP 02 Aug 2013

With the release of StyleADVISOR 8.4, we have incorporated Value at Risk (VaR) and Conditional Value at Risk (CVaR) measures.This article defines what VaR and CVaR are, its challenges, and calculation.