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.

Factoring in Factors

Jun 22, 2017 Ryan Nauman
Over the past few years, factor investing, or so-called “smart beta” investment strategies, have been wildly popular—among investment product providers, at least.

Passive Investments: Far From Perfect

May 11, 2017 Ryan Nauman
Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups.

Inflation - Risks and Opportunities

Apr 18, 2017 Ryan Nauman
Below we examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

New to Zephyr OnDEMAND? The Analytics Center.

Mar 29, 2017 Jeremy Poulin
This blog post is the final post of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. The second blog titled “New to Zephyr OnDEMAND? Learn how to Create Blends”, discusses the steps for creating blends and using those blends in reports on ZOD. This post will go over how to use the Analytics Center.

New to Zephyr OnDEMAND? Learn how to Create Blends.

Mar 22, 2017 Jeremy Poulin
This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. ZOD is Informa Zephyr’s current online product. This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location where they have an internet connection. This post will go over how to create blends and use those blends in reports on ZOD.

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