Plan Sponsors

Manager OversightZephyr’s StyleADVISOR was originally developed with plan sponsors in mind. It is easy-to-use, desktop software that offers the most comprehensive set of performance analysis tools in the investment industry. The program combines the statistical power you need with the most intuitive and flexible desktop platform available. StyleADVISOR gives plan sponsors the ability to maintain independent oversight of both money managers and investment consultants. Our Manager Performance Graphrobust and powerful software enables plan sponsors to:

  • Access return data for all marketable security asset classes including mutual funds & ETFs, separately managed accounts (SMAs), stocks, annuities, hedge funds and funds of funds, and more, or upload your own custom return streams
  • Manager AnalysisPerform quick, yet sophisticated manager analyses utilizing the software’s 125 key statistics and metrics in an intuitive workflow
  • Maintain more diligent oversight of managers and/or consultants by comparing actual account returns to published composite returns and to other investment products
  • Explore diversification of a plan’s total portfolio by building efficient frontiers from any combination of investable asset classes
  • Conduct in-depth manager searches to easily identify those most likely to meet plan mandates 
  • Create custom analysis workbooks or fund fact sheets from our drag-and-drop gallery

For more information, please contact Zephyr's U.S. office at 1-800-789-5323 or sales@styleadvisor.com or Zephyr's Europe office at +44 207 237 3090 or europesales@styleadvisor.com.

 
 
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