Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Welcome to Information!

Informa Investment Solutions’ blog is a useful tool for the latest information on the financial industry, our software and our organization. Visit on a regular basis for a collection of best practices, valuable tips and tricks, discussions on Informa’s research papers and case studies and much more. Also, we invite you to comment on posts and make topic suggestions. We welcome your feedback and trust Information will be a beneficial resource for you.

Creating a Custom Style Box

Jun 17, 2013 Marc Odo
Did you know you can create your own customized style maps in StyleADVISOR? It’s quite easy to do so, as long as you follow William Sharpe’s original rules for returns-based style analysis

Building A Completion Fund

Jun 4, 2013 Marc Odo
From time-to-time we get the question, “How do I build a completion fund?” or more broadly, “What is a completion fund?” Building a completion fund is quite easy in StyleADVISOR, but let us first define the task.

Dynamic Universes

May 21, 2013 Jeremy Poulin
One of the great features inside of StyleADVISOR is the ability to create custom dynamic universes. Users of StyleADVISOR have always been able to create custom universes and use them within their analysis, but those universes were static and had to be refreshed every month to reflect the most current and appropriate managers.

Introducing StatFACTs and the StatMAP

Apr 11, 2013 Marc Odo
Zephyr is pleased to announce the release of our StatFACT series and the accompanying StatMAP framework. The StatFACT sheets are designed to help everyone better understand the performance metrics frequently used in the investment industry.

Private Equity and Mean-Variance Optimizaiton

Mar 27, 2013 Marc Odo
Occasionally we will get questions at Zephyr Associates about the viability of including private equity and/or venture capital (PE/VC) into a mean-variance optimization (MVO). Ultimately it will be up to you whether or not you think it makes sense, but I am of the opinion that a simple, “naïve” allocation is a better approach than trying to optimize PE/VC into the efficient frontier.

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