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 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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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.

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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...

 
 
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