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.

Can’t get the market cap for an asset class you are using in Black Litterman? Try this!

Jan 14, 2015 Stephen Berei
Have you ever found yourself searching for an asset class to use in the Black Litterman model, only to find we unfortunately don’t provide the market capitalization for that asset class? Well, just because you don’t have the market cap at your fingertips does NOT mean you can’t utilize the advantages of Black Litterman. Here’s a tip how you can utilize both the Black Litterman and Historical Models to build your efficient frontier and allocation when using asset...

Home Prices in Zephyr StyleADVISOR

Dec 10, 2014 Ryan Nauman
Did you know in addition to using ZephyrStyleADVISOR to analyze mutual funds, separately managed accounts, ETF’s, and hedge funds that you can also compare home prices? Within the Indexes database you can find a database called “OFHEO Home Prices”. This database contains over 450 indexes that measure the average price changes in single family homes. These indexes are broken down by state, region and city.

Debbie George: Using StyleADVISOR to Define Your Edge

Nov 4, 2014 Stephen Berei
A few weeks ago we hosted a spectacular, informative webinar presentation from a long time Zephyr StyleADVISOR user, Debbie George. Debbie has been using the program for over 10 years. She is the President of Growing Emerging Managers’ Services (GEMS) and Managing Director at Logan Capital Management, where she is responsible for institutional client and consultant business development and client service. She has over 20 years of investment industry experience, building strong...

Template Library: See What Zephyr StyleADVISOR Can Do For You!

Oct 15, 2014 Lawrence Chia
One of the reasons that our clients love Zephyr StyleADVISOR is because the tool’s flexibility allows you to create great looking reports. However, if you haven’t yet mastered ReportVIEW, Dynamic Text, and formatting then check out our Template Library, where you’ll find reports that we’ve created to help you get started. From Fact Sheets to Market Cycles to Search templates, you’ll be...

Finding a Replacement for a Fund Closed to New Assets

Aug 8, 2014 Marc Odo
With markets hovering around all-time highs and money flowing in to equity mutual funds the possibility that hot-performing funds close their doors to new assets is a real concern. Well-managed funds are honest with themselves and their shareholders about how much money they can effectively manage. While typically not a concern in deep, liquid markets like large cap equities or Treasury bonds, capacity constraints do matter in less liquid markets like small caps and emerging markets.

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