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.

A Pragmatic Approach to the Efficient Frontier

Sep 26, 2012 Marc Odo
Harry Markowitz’s idea of creating “optimal” portfolios that maximize return and minimize risk has been with us for a very long time. For many people, the manifestation of the idea of “optimal” portfolios is the efficient frontier- those portfolios that by mathematical definition have the most return per level of risk or conversely the least amount of risk per level of return.

Zephyr OnDEMAND: Bring Everyone to the Table

Sep 14, 2012 Jeremy Poulin
A few years ago at Zephyr, we took a step back and reevaluated how our clients were using StyleADVISOR. During this process, we were able to see that our asset management and advisory firm clients were often using StyleADVISOR to generate sophisticated reports for fund analytics, client meetings and marketing material.

The Style Drift Score

Aug 27, 2012 Stephen Berei
The Style Drift Score measures the change in style over time.

How to make the most of your Zephyr SMA data

Aug 9, 2012 Stephen Berei
The U.S. Zephyr SMA Database is a monthly and quarterly separately managed accounts database. There are about 10,000 products currently in the database with around 2,400 firms contributing.

The Value and Risk of VaR, pt. 2

Aug 8, 2012 Marc Odo
In a previous ZephyrCOVE post I discussed what VaR is and isn’t, some of VaR’s key assumptions, and how it has evolved. In this follow-up post I will explore how VaR is being applied to manager and portfolio analysis, which is Zephyr’s core business. That being said, all of the original points surrounding VaR raised in the previous post still apply here.

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