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.

Self-Writing Templates

Jul 17, 2014 Marc Odo
Did you know that some Zephyr StyleADVISOR reports can write themselves? That you could have a market summary or a manager overview where the text updates automatically to reflect changes in the underlying data?

Finding A Manager For All Seasons

Jun 23, 2014 Marc Odo
Recently the headlines have been filled with stories about U.S. equity markets hitting all-time highs. Since bottoming out in February 2009, it’s been an incredible bull market. Going forward do you expect the next five years to be as bullish as the last?

Tracking an Individual Portfolio Manager

Jun 5, 2014 Marc Odo
If you’re analyzing the track record of a mutual fund or a SMA, you might have 5, 10, or 20 years of history to analyze. But what if you’re more interested in tracking the performance of an individual portfolio manager? What if your PM has moved from fund to fund over the course of a decade or so? How can you track his or her individual performance?

Training resources at your fingertips!

May 13, 2014 Ryan Nauman
Zephyr StyleADVISOR and Zephyr AllocationADVISOR are very powerful software tools and some users only scratch the surface of what they can do. With the right training, you can discover all the advanced features these products have to offer. Informa Investment Solutions currently offers weekly online training sessions, regional classroom trainings, help videos, and guides useful to both novice and power users. All training options are FREE with your subscription to Zephyr products. In addition, the Zephyr Product Support team is standing by to provide a more intimate training experience, also complimentary.

PSN Top Guns: Managers of the Decade

Apr 7, 2014 Marc Odo
As of December 31st, Informa Investment Solutions calculates the PSN Top Guns – Managers of the Decade. And what a decade it has been! The annualized return of the S&P 500 over the decade was 7.4%- lower than its long-term average but by no means a “lost decade”. However, averages can smooth over a lot of variation. The last ten years contained three distinct market cycles. From January 2004 to October 2007 the markets had a nice run of a cumulative +43.3% following the bear market that inaugurated the new millennium. Trillions of dollars evaporated during the credit crisis between November 2007 and February 2009 and the market was down -50.9% over that stretch. Finally, between March 2009 and December 2013 the market recovered all those losses and was setting all-time highs after gaining an astounding +178.9% off the bottom.

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