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.

Money-Market Reform

Nov 15, 2016 Ryan Nauman
Money-market reform has been in the works since September 2008 when the Reserve Primary money-market fund “broke the buck” due to the collapse of Lehman Brothers. After eight years of deliberation by the SEC, the second round of regulations governing money market funds go into effect on October 14

How to create an equally weighted composite inside of Zephyr StyleADVISOR

Oct 18, 2016 Jeremy Poulin
This blog post will discuss how to create an equally weighted composite inside of Zephyr StyleADVISOR. An equally weighted composite allows you to take a large group of managers and create a single return stream that can be used in any analysis. Managers are given an equal weighting based on the number of managers in the group. Below we will go over how to create an equally weighted composite from start to finish.

Brexit Revisited

Sep 19, 2016 Ryan Nauman
The much anticipated Brexit referendum is now in our rear view mirror, but the uncertainty is far from over as Britons voted to leave the EU and will be led by a new Prime Minister during this unprecedented time.

Presidential Parties and the Stock Market

Sep 12, 2016 Ryan Nauman
A popular belief is that Republican Presidents are better for capital markets, while this belief holds water leading up to a Republican being named to office, it doesn’t hold true during the Republican term as markets tend to perform better while a Democrat is in office.

Q2 2016 PSN Top Guns - Brexit Vote Rattles the Global Market

Aug 29, 2016 Ryan Nauman
Brexit was the dominating theme throughout the second quarter of 2016. Global markets zigged and zagged every time a new Brexit poll was released. Despite the global sell-off during the days immediately following the Brexit vote, global markets rallied to finish the quarter up 1.21% (MSCI World Index).

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