Q2 2015 Fixed Income Quarterly

2015-07-01 03:46:36
Ryan Nauman
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While many of us are anticipating the upcoming Independence Day celebrations and the numerous firework shows across the nation, the fixed income capital market space has created their own fireworks over the past six months. Once again Drew Jamner, Credit Analyst, of Informa Global Markets (IGM) has provided us with expertise and some great insight on what transpired within the fixed income capital markets during the second quarter of 2015.

S&P Target Date Indices

2015-06-17 01:11:49
Ryan Nauman
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At Informa Investment Solutions, we continually strive to add new enhancements and features to our products. One type of enhancement that we focus on is improving and adding to our current list of over 59,000 indexes. Over the years Target Date funds have grown in popularity for both asset management firms and investors alike. The increase in popularity for this asset class has led to the need for appropriate benchmarks to track these products. We are happy to announce that we have added the suite of S&P Target Date indexes to our index database.

PSN Top Guns Q1 2015 - New Highs with Minimal Gains

2015-05-28 01:59:20
Ryan Nauman
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Since 2000 Informa Investment Solutions has produced an elite list of separately managed account (SMA) Managers referred to as the PSN Top Guns list. Every quarter PSN ranks thousands of 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.

Long Awaited Fee Adjuster Enhancement Is Here

2015-04-29 03:57:21
John Regin
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For some time now our StyleADVISOR customers have been asking “Is it possible to show a return in StyleADVISOR that has been adjusted for some type of fee?” Well, that time has arrived with the release of new functionality in StyleADVISOR called “Fee Adjuster”.

Fixed Income Quarterly - Q1 2015

2015-04-03 07:30:09
Ryan Nauman
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There are many great benefits to being part of a large organization like Informa Investment Solutions. One of those benefits is the ability to gain exposure and access to experts within other groups of the organization. One group that I find particularly interesting is Informa Global Markets (IGM). IGM is one of the foremost authorities for real-time market commentary and analysis covering the capital markets. We have decided to team up with an expert at IGM to bring you a quarterly review of the fixed income capital markets.

Introducing StyleADVISOR 8.5! Download It Now!

2015-03-26 04:04:40
Jeremy Poulin
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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

Fee Adjustments in StyleADVISOR by David Kirkman, Ph.D.

Wed, 2015-02-11

In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested. 

Home Prices in Zephyr StyleADVISOR

2014-12-10 01:11:59
Ryan Nauman
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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.

Debbie George: Using StyleADVISOR to Define Your Edge

2014-11-04 04:10:23
Stephen Berei
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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 client bases for emerging firms and launching new products for developed managers.

Template Library: See What Zephyr StyleADVISOR Can Do For You!

2014-10-15 03:19:14
Lawrence Chia
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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 sure to find a report that meets your needs.


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