Reference Materials

Articles and Guides

ARTICLES - The articles page is a list of different research articles pertaining to style analysis and asset allocation with details regarding what the article comprises.

GUIDES - This page contains helpful documents (in PDF format) regarding StyleADVISOR and AllocationADVISOR installation and activation as well as a guide to what's new in StyleADVISOR 8.0 and AllocationADVISOR 7.0 and how to create a basic fact sheet in Report View.

DYNAMIC TEXT - On this page, you will find a list of Dynamic Text reference materials with details about what they provide.


This page lists key terms often seen in StyleADVISOR and AllocationADVISOR along with detailed explanations on what they mean and how they are used in the software.

Conference Materials

An archive of past Zephyr Client Conference presentations that can be used for reference.


Below are links to the definitions of statistics and calculations that are used in StyleADVISOR (AllocationADVISOR statistics coming soon). All of these statistics and a few more are explained in depth in the User Manual.


Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.