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Zephyr AllocationADVISOR is a comprehensive asset allocation, optimization, and portfolio simulation software. Zephyr AllocationADVISOR is included with all Zephyr StyleADVISOR software licenses, but can be purchased on a standalone basis as well.
Zephyr AllocationADVISOR is a comprehensive asset allocation, optimization, and portfolio simulation software. With Zephyr AllocationADVISOR you have everything you need to effectively determine the best investment allocations for your client portfolios and to produce great looking reports that communicate your analysis clearly and concisely.
Developed on a robust mathematical foundation, the software enables investment professionals to:
- Dynamically allocate assets among various asset classes using either classic mean variance optimization or the sophisticated Black-Litterman model to build portfolio efficient frontiers using any of over 50,000 supplied indices
- Create efficient investment portfolios tailored to you or your client's specific return/risk profile while taking into account real world investment constraints at the individual investment style or asset class level
- Compare an existing or proposed portfolio to alternative portfolio allocations along the efficient frontier curve to illustrate the risk/return tradeoffs of various asset mixes
- Estimate the probability of meeting future wealth goals with various portfolios while considering user-defined inputs and cash flows with the Monte Carlo simulation module
- Create presentations with sophisticated graphs and tables that you can easily export to Microsoft Word, Excel, PowerPoint or Adobe PDF