The Company

Founded in 1994, Zephyr Associates assembled a world class team of software engineers and mathematicians to create an entirely new software program for performing sophisticated and functional style analysis and performance. The original software, StyleADVISOR, was the first commercially available software to implement Nobel Laureate Bill Sharpe’s unique style analysis. In October 2012, Informa Investment Solutions (IIS), a division of Informa plc (LSE: INF) and a leading supplier of software and solutions for the investment industry, announced it has entered into a definitive agreement to acquire Zephyr Associates, Inc (Zephyr). Zephyr will continue to operate as a business unit within IIS. To read more about the acquisition, please click here to read the press release. 
Today, thousands of users not only subscribe to Zephyr’s desktop products StyleADVISOR and AllocationADVISOR, but are taking advantage of our web-based products Zephyr OnDEMAND and Web Services. Zephyr’s development team along with a group of over 30 other professionals continues to keep all products, as well as customer service, on the cutting edge of our industry.

Zephyr's products and services help investment professionals make informed decisions about investment products and portfolio construction. We take pride in providing intellectual leadership to the financial industry and building long-term relationships with our customers.

Our products and services help our customers:

  • Analyze and communicate the skill of investment managers;
  • Evaluate the value of investment strategies in an overall portfolio;
  • Automate the reporting and distribution of investment analysis.

We invite you to explore our Website to learn more about our company and how we can assist you in managing daily tasks and communicating with clients.


Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC

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