Set yourself apart from the competition using our returns-based analysis solutions, Zephyr and PSN. You’ll benefit from proprietary statistics and flexible reporting, including risk analysis and manager search, as well as the ability to create fully branded reports.
- Easily access return data for all marketable security asset classes. including mutual funds and ETFs, separately managed accounts, stocks, annuities, hedge funds and more
- Perform manager searches and due diligence quickly using PSN’s proprietary search feature, PSN Logic
- Carry out sophisticated manager and peer group analyses with 125 key statistics and metrics
- Create customized analysis workbooks with our unique drag-and-drop gallery
- Make investment portfolios and strategic asset allocation decisions using either classic mean variance optimization or the sophisticated Black-Litterman optimization model
- Estimate future wealth goals – incorporate user-defined inputs and cash flows with our powerful Monte Carlo simulation module
- Automate your marketing report updates easily incorporating our metrics, charts and tables into your Microsoft Excel, Word or PowerPoint documents