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How will you define your client’s investment
strategy to build a better world?


Evaluate your investments through our new ESG Ratings, Scores, Percentiles & Rankings


Research, screen, report, and monitor Mutual Funds, ETFs, SMAs & Equities on numerous ESG metric ratings, scores, percentiles and rankings.





Zephyr has partnered with OWL Analytics to provide ESG ratings and analysis




  • The largest ESG data set in the industry, gathered from
    corporate disclosures and filings, news sources, NGOs,
    research firms, and more.
  • Incorporates numerous viewpoints on corporate sustainability
    and responsibility from standards organizations, NGOs, and
    other industry leaders.
  • Statistically optimizes multiple perspectives to create a balanced
    ESG consensus for every company scored.
  • Rates companies based on the broadest set of industry ESG issues, providing a more complete ESG picture of every company scored 


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Interested in learning more about the Zephyr Financial Intelligence platform and the opportunities to engage clients and prospects?
Click for the form below and one of our market specialists will contact you.


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What our customers say...



“I used to hold off on sending out reports so I could reconcile with the custodian, but over time I realized my numbers were move accurate  than theirs. Given that Zephyr provides both Portfolio Performance and PSN, you know that the numbers are valid.”

Jeffrey Slater, President of MuniCrest


“The new web based Zephyr platform transforms how we work with advisors. The interface is among the easiest and most intuitive we have ever used and creates intelligent, clear, and readily customizable presentations. Your team is very responsive and  professional. As an open architecture and flexible  solution, we are now able to create presentations on  the fly, do custom analysis, and manage our own data more effectively. Thank you for the innovative and exciting  work - Zephyr is rapidly changing how we collaborate  with clients and advisors. Our ability to communicate the WCA message has never been better, and Zephyr is part of the reason why.”

Kevin R. Caron, CFA Senior Portfolio Manager for Washington Crossing Advisors


“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.”

Matthew Mast, FIC, MBA, Financial Professional for Thrivent

Any questions?

Want to see how the Digital Banking Hub can drive your digital roadmap? Request a demo from our Digital Research team.

Want to know more about our coverage? Request a callback below.