Welcome to ZephyrCOVE!

Zephyr’s blog is a useful tool for the latest information on the financial industry, our software and our organization. Visit on a regular basis for a collection of best practices, valuable tips and tricks, discussions on Zephyr’s research papers and case studies and much more. Also, we invite you to comment on posts and make topic suggestions. We welcome your feedback and trust ZephyrCOVE will be a beneficial resource for you.

Recent posts
July 1, 2015 | Ryan Nauman

While many of us are anticipating the upcoming Independence Day celebrations and the numerous firework shows across the nation, the fixed income capital market space has created their own fireworks over the past six months. Once again Drew Jamner, Credit Analyst, of Informa Global Markets (IGM) has provided us with expertise and some great insight on what transpired within the fixed income capital markets during the second quarter of 2015.

New issues in the investment grade...

June 17, 2015 | Ryan Nauman

At Informa Investment Solutions, we continually strive to add new enhancements and features to our products. One type of enhancement that we focus on is improving and adding to our current list of over 59,000 indexes. Over the years Target Date funds have grown in popularity for both asset management firms and investors alike. The increase in popularity for this asset class has led to the need for appropriate benchmarks to track these products. We are happy to announce that we have added...

May 28, 2015 | Ryan Nauman

Since 2000 Informa Investment Solutions has produced an elite list of separately managed account (SMA) Managers referred to as the PSN Top Guns list. Every quarter PSN ranks thousands of SMA products across dozens of universes. Looking at short- and long-term return and risk characteristics, PSN identifies the top SMA products from a variety of different perspectives.

Informa clients can access the Top Guns portion of the Informa website...

May 12, 2015 | Ryan Nauman

One of the things I still remember from my business courses at St. Cloud State University was that a corporation’s primary purpose is to maximize their shareholder’s value. Maximizing the companies’ shareholders’ return is a goal for all corporations, but should it be the primary goal? One could also say that the welfare of the employees should be a primary goal considering the corporation is the employee’s livelihood. Debt holders can also be considered a...

April 30, 2015 | Ryan Nauman

The nation’s economic growth slowed during the first quarter, as the gross domestic product expanded by a mere 0.2% seasonally adjusted annual rate, the Commerce Department said Wednesday. The 0.2% gain is the smallest gain since the same time one year ago, when the nation’s economy declined by 2.1%. This minimal growth during the first quarter of 2015 is also a decline from a 2.2% growth during the previous quarter.

There...

April 29, 2015 | John Regin

For some time now our StyleADVISOR customers have been asking “Is it possible to show a return in StyleADVISOR that has been adjusted for some type of fee?” Well, that time has arrived with the release of new functionality in StyleADVISOR called “Fee Adjuster”.

Custom fees can now be applied to any Manager, Blend, Benchmark, or Custom Return series. This new functionality is now available in the 8.5 version of StyleADVISOR.

Below are some...

April 3, 2015 | Ryan Nauman

There are many great benefits to being part of a large organization like Informa Investment Solutions. One of those benefits is the ability to gain exposure and access to experts within other groups of the organization. One group that I find particularly interesting is Informa Global Markets (IGM). IGM is one of the foremost authorities for real-time market commentary and analysis covering the capital markets. We have decided to team up with an...

March 26, 2015 | Jeremy Poulin

We are pleased to announce the recent release of StyleADVISOR 8.5. Version 8.5 includes a number of new and exciting features. These features include Fee Adjuster, Batch Export of Workbook Tabs as .emf and .eps Image Files, ReportVIEW Page Number Display and the File Locations Tab. Below are specifics on each.

Fee Adjuster
StyleADVISOR 8.5 introduces the ability to apply customized fees to any return series in order to reflect the impact of such fees on...

March 10, 2015 | Ryan Nauman

Maybe you would be confident to play a game of horse against him or a round of golf, but would you have the same confidence to bet against him in investing?

Ted Seides, CFA, President and Co-CIO at Protégé Partners did just that. He bet Warren Buffett back in 2007 that hedge funds would outpace the S&P 500 over the next ten years. Mr. Buffett has been on the better side of this bet for the past seven years, as the S&P 500 has outpaced hedge funds. Will this...

March 6, 2015 | Ryan Nauman

The U.S. economy added 295,000 jobs in February, beating expectations. The unemployment rate fell to its lowest level since 2008, falling to 5.5% from 5.7%; the unemployment rate one year ago was 6.7%. February is also the 12th straight month that the economy has gained over 200,000 jobs. Forecasts were calling for a more modest number of jobs added during February as many winter storms swept through the country, but these storms didn’t slow the U.S. economy adding jobs. 

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