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
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...

January 14, 2014 | Marc Odo

At Zephyr we recently completed a template that focuses upon short-term “crisis” events. This can be thought of as a variation of our popular “market cycles” templates. The template will show any manager or benchmark during a number of pre-defined market crisis events, typically as short as a few months. While metrics like the Pain Index...

December 19, 2013 | Stephen Berei
There are several common StyleADVISOR formatting questions we receive that are simple to achieve.  Two of the most popular questions involve how to wrap text and how to change the column headers in a table.

Let’s start with wrapping text.  Sometimes the name of a product is too long or the name of a statistic doesn’t fit in the allotted space at a size large enough to read so it makes sense to wrap the text down to a second line.  This is...
December 6, 2013 | Marc Odo

Since 2000 Informa Investment Solutions has produced the PSN Top Guns list.  Every quarter PSN ranks thousands of separately managed account (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.

Zephyr clients can access the Top Guns portion of the Informa website and registering using the links...

November 7, 2013 | Marc Odo

One of the toughest questions an investor faces is, “When should I cut my losses and sell out of a position?” Numerous behavioral finance studies explore the idea that investors are loath to realize a loss and will wait years in order to get back to the break-even point. Obviously such a mindset ignores the opportunity cost of a forgone investment in a more attractive alternative. Another opportunity cost that should be considered is the value of the losses of the underwater...

October 23, 2013 | Marc Odo

Thanks to everyone who made it out to the Annual Informa/Zephyr conference! For those of you who weren’t able to make it, here were the highlights…

New Products! Attendees witnessed the unveiling of Zephyr Scores. Zephyr Scores is a new module of Zephyr-OnDEMAND that harnesses the power of cloud computing to perform sophisticated manager searches on entire databases of products. In addition, we previewed a prototype version of our next version of...

September 25, 2013 | Jeremy Poulin

We are pleased to announce the release of StyleADVISOR 8.4. This new version offers many new features and enhancements. Below are descriptions of those new features and enhancements introduced with StyleADVISOR 8.4.

Value-At-Risk
We have added Value-At-Risk (VAR) and Conditional Value-At-Risk (CVAR) as two of the statistics now available for use in StyleADVISOR. Our resident mathematician, David Kirkman and director of research, Marc Odo have...

 
 
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