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
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...

June 5, 2014 | Marc Odo

If you’re analyzing the track record of a mutual fund or a SMA, you might have 5, 10, or 20 years of history to analyze.  But what if you’re more interested in tracking the performance of an individual portfolio manager?  What if your PM has moved from fund to fund over the course of a decade or so?  How can you track his or her individual performance?

Zephyr StyleADVISOR has a nifty little trick that can help you accomplish this.  The idea is to...

May 13, 2014 | Ryan Nauman

Zephyr StyleADVISOR and Zephyr AllocationADVISOR are very powerful software tools and some users only scratch the surface of what they can do. With the right training, you can discover all the advanced features these products have to offer. Informa Investment Solutions currently offers weekly online training sessions, regional classroom trainings, help videos, and guides useful to both novice and power users. All training options are FREE with your subscription to Zephyr products. In...

April 7, 2014 | Marc Odo

As of December 31st, Informa Investment Solutions calculates the PSN Top Guns – Managers of the Decade.  And what a decade it has been!  The annualized return of the S&P 500 over the decade was 7.4%- lower than its long-term average but by no means a “lost decade”.  However, averages can smooth over a lot of variation.  The last ten years contained three distinct market cycles.  From January 2004 to October 2007 the markets had a nice run of a...

 
 
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