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
March 2, 2015 | Jeremy Poulin

Do you work on a sales team that is using Zephyr OnDEMAND? Do you notice that you are running the same report for colleagues or clients over and over again? With Saved Reports on Zephyr OnDEMAND, we have a way to make your day to day reporting easier. The Saved Reports feature in Zephyr ONDEMAND allows you to access a report with a single click of your mouse.

How to save a report on Zephyr OnDEMAND

A report on Zephyr OnDEMAND can be saved once it has been generated...

January 14, 2015 | Stephen Berei

Have you ever found yourself searching for an asset class to use in the Black Litterman model, only to find we unfortunately don’t provide the market capitalization for that asset class? Well, just because you don’t have the market cap at your fingertips does NOT mean you can’t utilize the advantages of Black Litterman. Here’s a tip how you can utilize both the Black Litterman and Historical Models to build your efficient frontier and allocation when using asset...

December 10, 2014 | Ryan Nauman

Did you know in addition to using ZephyrStyleADVISOR to analyze mutual funds, separately managed accounts, ETF’s, and hedge funds that you can also compare home prices? Within the Indexes database you can find a database called “OFHEO Home Prices”. This database contains over 450 indexes that measure the average price changes in single family homes. These indexes are broken down by state, region and city.

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November 4, 2014 | Stephen Berei
A few weeks ago we hosted a spectacular, informative webinar presentation from a long time Zephyr StyleADVISOR user, Debbie George. Debbie has been using the program for over 10 years. She is the President of Growing Emerging Managers’ Services (GEMS) and Managing Director at Logan Capital Management, where she is responsible for institutional client and consultant business development and client service. She has over 20 years of investment industry experience, building strong...
October 15, 2014 | Lawrence Chia

One of the reasons that our clients love Zephyr StyleADVISOR is because the tool’s flexibility allows you to create great looking reports. However, if you haven’t yet mastered ReportVIEW, Dynamic Text, and formatting then check out our Template Library, where you’ll find reports that we’ve created to help you get started. From Fact Sheets to Market Cycles to Search templates, you’ll be...

September 17, 2014 | John Regin

Here are some useful tips regarding the use of universes within Zephyr StyleADVISOR:

Viewing the contents of a universe: The contents of any universe can be viewed in a Zephyr StyleADVISOR workbook by choosing Edit\Analysis Parameters For Workbook.
From the Analysis Parameters window click on the Select Manager tab at the bottom of the screen.

...

August 22, 2014 | John Regin

Comparing your manager to a likeminded group of managers or universe is very common today in portfolio analysis. This peer group analysis or apples to apples approach is made easy in Zephyr StyleADVISOR where you can select from preset universes or you can create your own “custom universes”. Included below are some of the universes you will find within Zephyr StyleADVISOR.

Custom Dynamic Universes: These universes are created by using advanced...

August 8, 2014 | Marc Odo

With markets hovering around all-time highs and money flowing in to equity mutual funds the possibility that hot-performing funds close their doors to new assets is a real concern.  Well-managed funds are honest with themselves and their shareholders about how much money they can effectively manage.  While typically not a concern in deep, liquid markets like large cap equities or Treasury bonds, capacity constraints do matter in less liquid markets like small caps and emerging...

July 17, 2014 | Marc Odo

Did you know that some Zephyr StyleADVISOR reports can write themselves?  That you could have a market summary or a manager overview where the text updates automatically to reflect changes in the underlying data? 

One of the most powerful features in Zephyr StyleADVISOR is our dynamic text feature.  Dynamic text pops the hood on Zephyr StyleADVISOR, allowing advanced users to get their hands dirty and insert little bits of code.  Typically dynamic text is used...

June 23, 2014 | Marc Odo

Recently the headlines have been filled with stories about U.S. equity markets hitting all-time highs.  Since bottoming out in February 2009, it’s been an incredible bull market.  Going forward do you expect the next five years to be as bullish as the last?

I doubt that many investors are optimistic enough to predict another doubling of market values over the next five years.  Yet many investors rely on the trailing five year number when conducting a manager...

 
 
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