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.

Q3 2015 Fixed Income Quarterly

Oct 7, 2015 Ryan Nauman
Records are meant to be broken, right? The third quarter of 2015 brought us more of the same in the fixed income capital market space as the records continue to fall.

Q2 2015 Top Guns - Greece Rekindled

Sep 3, 2015 Ryan Nauman
The driving forces behind the performance of the U.S. markets are beginning to sound like a broken record. The second quarter of 2015 started off on a high note, as growing optimism over the U.S. economy, along with comments from the Federal Reserve hinting at gradual interest rate hikes, lead to early gains. However, rekindled fears over the heightened Greek debt crisis nearly erased all of those early gains.

Apples to Apples - Different Types of Universes in Zephyr StyleADVISOR

Jul 29, 2015 John Regin
Comparing your manager to a likeminded group of managers or universe is very common today in portfolio analysis. This peer group analysis or apples to apples approach is made easy in Zephyr StyleADVISOR where you can select from preset universes or you can create your own “custom universes”. Included below are some of the universes you will find within Zephyr StyleADVISOR. Custom Dynamic Universes: These universes are created by using advanced...

Useful Tips on Universes within Zephyr StyleADVISOR

Jul 29, 2015 John Regin
Here are some useful tips regarding the use of universes within Zephyr StyleADVISOR: Viewing the contents of a universe: The contents of any universe can be viewed in a Zephyr StyleADVISOR workbook by choosing Edit\Analysis Parameters For Workbook. From the Analysis Parameters window click on the Select Manager tab at the bottom of the screen.

Q2 2015 Fixed Income Quarterly

Jul 1, 2015 Ryan Nauman
While many of us are anticipating the upcoming Independence Day celebrations and the numerous firework shows across the nation, the fixed income capital market space has created their own fireworks over the past six months. Once again Drew Jamner, Credit Analyst, of Informa Global Markets (IGM) has provided us with expertise and some great insight on what transpired within the fixed income capital markets during the second quarter of 2015.

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