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.

RDR – Applying an Institutional Investment Approach to the Retail Sector

Dec 30, 2011 Stephen Berei
Throughout Europe important structural changes are being made to the retail investment advice industry. In the UK, this is being implemented under what the Financial Services Authority (FSA) calls the Retail Distribution Review or RDR, an initiative that will be enforced starting December 31st, 2012. The FSA’s key objective is to give consumers confidence that the advice and products they buy are best suited to their requirements.

Above and Beyond The Efficient Frontier?

Dec 14, 2011 Marc Odo
A frequent question we receive at Zephyr is, “I’m using AllocationADVISOR, and the portfolios I entered appear above the efficient frontier. How is that even possible?”

Periodic Returns Graph in StyleADVISOR

Dec 1, 2011 Stephen Berei
Is a periodic returns graph possible in StyleADVISOR? YES! With some outside-of-the-box thinking we can create it. You can only graph ONE manager in this graph and it will be a bar chart.

Active Share: What It Is and Isn't

Nov 17, 2011 Marc Odo
Over the last year or so there has been a lot of buzz around the idea known as “Active Share”. Proposed by Cremers and Petajisto, simply put Active Share is a way to measure the degree of deviation from a passive benchmark from a holdings-based perspective.

Blending Managers with Short History

Nov 3, 2011 Stephen Berei
I’ve had this question come up a lot lately and I’d like to address it here. Some managers just don’t have a lot of history. This can cause a blended portfolio utilizing these managers to have a short history as well. When a blend is created in StyleADVISOR it will default to the common period; you do have the option to set the begin date prior to the common period, but that is just avoiding the issue rather than providing a solution.

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