Zephyr StyleADVISOR

Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis.

Zephyr AllocationADVISOR

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 OnDEMAND Sales

Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Web Services

Zephyr Web Services is the only program that can do style and performance analysis via the web. We have designed this program so Zephyr analytics can be integrated with any Internet or intranet site.

Data

StyleADVISOR comes with over 50,000 indices. However, if your needs go beyond the standard data package, Zephyr offers many additional databases available for purchase from the leading data firms in the investment industry. See the complete list below.

Zephyr Reporting Service Bureau

Short on time? Need your reports done? With the Zephyr Reporting Service Bureau (ZRSB), you now have the ability to delegate your template and report production needs to Zephyr’s experienced client services team. ZRSB offers reporting options for your firm.
 
 
Informa Investment Solutions has acquired Zephyr Associates, Inc. Learn More