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.

PSN Top Guns

Dec 6, 2013 Marc Odo
Since 2000 Informa Investment Solutions has produced the PSN Top Guns list. Every quarter PSN ranks thousands of separately managed account (SMA) products across dozens of universes. Looking at short- and long-term return and risk characteristics, PSN identifies the top SMA products from a variety of different perspectives.

Tax Loss Harvesting

Nov 19, 2013 Marc Odo
One of the toughest questions an investor faces is, “When should I cut my losses and sell out of a position?” Numerous behavioral finance studies explore the idea that investors are loath to realize a loss and will wait years in order to get back to the break-even point. Obviously such a mindset ignores the opportunity cost of a forgone investment in a more attractive alternative. Another opportunity cost that should be considered is the value of the losses of the underwater positions to offset capital gains of the winners, assuming they are held in a taxable account.

2013 Client Conference Wrap-Up

Oct 23, 2013 Marc Odo
Thanks to everyone who made it out to the Annual Informa/Zephyr conference! For those of you who weren’t able to make it, here were the highlights…

Are you ready for StyleADVISOR 8.4! It’s now available!

Sep 25, 2013 Jeremy Poulin
We are pleased to announce the release of StyleADVISOR 8.4. This new version offers many new features and enhancements. Below are descriptions of those new features and enhancements introduced with StyleADVISOR 8.4.

Introducing Value at Risk (VaR) and Conditional Value at Risk (CVaR)

Sep 11, 2013 Marc Odo
With the release of StyleADVISOR 8.4, Zephyr Associates is incorporating Value at Risk (VaR) and Conditional Value at Risk (CVaR) into our array of risk measures. In the context of the Zephyr StatMAP, both VaR and CVaR are measures of tail risk.

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