Data News

Zephyr has added two new databases to its line-up!
The Financial Times and Stock Exchange (FTSE) is now available with our Full Index Update. Morningstar Separately Managed Accounts (SMA) are now available for purchase.
New S&P US Sectors Database
This database includes all the US indexes that are part of the S&P 500, 400, 600, and 1500 which is about 1000 indexes. It includes all 4 levels of the GICS for these market cap breakdowns and also some of the composite, growth and value indexes. The fields that included are Index Group which names what market cap breakdown (100, 400, etc.) they fall in and another field for GICS Level (Sector, Industry Group, Industry, Sub-Industry).

Company Related News

Marc Odo, Director of Research, Featured in WealthTechBriefing

Marc Odo was featured in WealthTechBriefing with a guest opinion: "Diversification In The Age of Globalisation."

Marc Odo Featured in Financial Advisor

Marc Odo was recently featured in Financial Advisor in his original article, "Is Diversification Dead? Wrong? Dead Wrong?"

Marc Odo, Director of Applied Research, Quoted in Wall Street Journal

Zephyr's Marc Odo, Director of Applied Research, was quoted on the Wall Street Journal in "A Really Good Year-Wins and Losses of 2012."

Product News

Zephyr StyleADVISOR 8.5 Has Been Released!

We are pleased to announce the release of Zephyr StyleADVISOR 8.5! We encourage clients to upgrade their software and experience all of the new features this version has to offer. If you would like to upgrade to 8.5, please email to schedule an appointment. A conversation prior to upgrade is necessary due to possible configuration changes related to new Microsoft® Windows 7/8/8.1 support in this version. 

Zephyr OnDEMAND (ZOD) 4.9 Has Been Released!

ZOD 4.9 has some exciting new features that expand the software's blend and parameter set capabilities.

StyleADVISOR/AllocationADVISOR 8.2 Has Been Released!

Zephyr is pleased to announce the release of StyleADVISOR/AllocationADVISOR 8.2! We encourage clients to upgrade their software and experience all of the features the new versions have to offer. If you are not a client and interested in finding out more information about StyleADVISOR/AllocationADVISOR 8.2, please call 1-800-789-5323 or 775-588-0654 in the U.S. and +44 207 190-3343 in Europe and ask to speak with a Sales Representative or email or


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