Blog Contributors

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

Information

Below is a filtered list of blog posts. See the full list of posts here.

Functionality FAQ and Answers: Zephyr OnDEMAND, Part 2

Sep 5, 2017 Jeremy Poulin
This blog aims to answer some of the most frequently asked questions related to Zephyr OnDEMAND (ZOD). The questions are in no particular order and focus on functionality within ZOD. We posted an earlier blog titled “Administrative FAQ and Answers: Zephyr OnDEMAND, Part 1” that focuses more on administrative maintenance related to ZOD.

Administrative FAQ and Answers: Zephyr OnDEMAND, Part 1

Aug 24, 2017 Jeremy Poulin
This blog aims to answer some of the most frequently asked questions related to the Zephyr OnDEMAND (ZOD). The questions are in no particular order and focus on the administrative maintenance related to ZOD.

Revisiting Sharpe's “Tracks in the Sand”

Aug 23, 2017 Ryan Nauman
Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.” In 1992, RBSA became commercially available through Zephyr StyleADVISOR. Numerous other software programs have followed suite by offering RBSA within their applications.

Environmental, Social, and Governance Standards Changing How Investors View Corporations

Aug 9, 2017 Ryan Nauman
ESG investing was thrust into the spotlight when President Trump decided to withdraw from the Paris climate agreement.

Keeping Longevity From Killing Your Clients’ Retirement

Jul 20, 2017 Ryan Nauman
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

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