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
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...

March 20, 2014 | Jeremy Poulin

One feature that is often overlooked in StyleADVISOR is the macros feature. Macros allow a user to record a string of text and/or color formatting changes and apply those changes to other places within their workbook with just a single click. This feature can be accessed in two ways. The first way is through the “Tools” menu, located at the top of your StyleADVISOR program. The other way is through a toolbar that can be applied to your StyleADVISOR program via the View menu....

February 26, 2014 | Marc Odo

No one can deny the U.S. Equity markets had a fantastic 2013. The broad-based Russell 3000 was up 10.1% during the fourth quarter and 33.6% in 2013, its best year since 1995. However, optimists and pessimists disagree as to what drove the U.S. markets to all-time highs. Bulls point to an improving U.S. economy, an unemployment rate down to around 7%, a housing market on solid footing, strong corporate profits, and low inflation. Bears fretted about the sustainability of the rally and...

February 7, 2014 | Jeremy Poulin

In this article we would like to introduce you to the Zephyr Analytic Center (ZAC). The ZAC is just one piece of our Zephyr OnDEMAND (ZOD) product. For anyone who is not familiar with our ZOD platform, ZOD is a complete online platform that allows an end user to access Zephyr reports on the fly anywhere, anytime as long as they have internet access. It is iPad and tablet friendly. The ZAC is a module within our Zephyr...

 
 
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