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.

Using Annotation Tools in StyleADVISOR

Feb 19, 2016 Jeremy Poulin
A common question among Zephyr StyleADVISOR users is, “How can I display the ending dollar value for my manager on the Growth of $100 chart?” We will go over adding the final cumulative dollar value to your graph using the annotation tools menu. Annotation tools allow you to add shapes, text boxes, lines, arrows and images onto a Zephyr StyleADVISOR graph or table.

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.

S&P Target Date Indices

Jun 17, 2015 Ryan Nauman
At Informa Investment Solutions, we continually strive to add new enhancements and features to our products. One type of enhancement that we focus on is improving and adding to our current list of over 59,000 indexes. Over the years Target Date funds have grown in popularity for both asset management firms and investors alike. The increase in popularity for this asset class has led to the need for appropriate benchmarks to track these products. We are happy to announce that we have added...

PSN Top Guns Q1 2015 - New Highs with Minimal Gains

May 28, 2015 Ryan Nauman
Since 2000 Informa Investment Solutions has produced an elite list of separately managed account (SMA) Managers referred to as the PSN Top Guns list. Every quarter PSN ranks thousands of 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. Informa clients can access the Top Guns portion of the Informa website...

Long Awaited Fee Adjuster Enhancement Is Here

Apr 29, 2015 John Regin
For some time now our StyleADVISOR customers have been asking “Is it possible to show a return in StyleADVISOR that has been adjusted for some type of fee?” Well, that time has arrived with the release of new functionality in StyleADVISOR called “Fee Adjuster”. Custom fees can now be applied to any Manager, Blend, Benchmark, or Custom Return series. This new functionality is now available in the 8.5 version of StyleADVISOR. Below are some...

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