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.

Fixed Income Quarterly - Q1 2015

Apr 3, 2015 Ryan Nauman
There are many great benefits to being part of a large organization like Informa Investment Solutions. One of those benefits is the ability to gain exposure and access to experts within other groups of the organization. One group that I find particularly interesting is Informa Global Markets (IGM). IGM is one of the foremost authorities for real-time market commentary and analysis covering the capital markets. We have decided to team up with an...

Introducing StyleADVISOR 8.5! Download It Now!

Mar 26, 2015 Jeremy Poulin
We are pleased to announce the recent release of StyleADVISOR 8.5. Version 8.5 includes a number of new and exciting features. These features include Fee Adjuster, Batch Export of Workbook Tabs as .emf and .eps Image Files, ReportVIEW Page Number Display and the File Locations Tab. Below are specifics on each. Fee Adjuster StyleADVISOR 8.5 introduces the ability to apply customized fees to any return series in order to reflect the impact of such fees on...

Home Prices in Zephyr StyleADVISOR

Dec 10, 2014 Ryan Nauman
Did you know in addition to using ZephyrStyleADVISOR to analyze mutual funds, separately managed accounts, ETF’s, and hedge funds that you can also compare home prices? Within the Indexes database you can find a database called “OFHEO Home Prices”. This database contains over 450 indexes that measure the average price changes in single family homes. These indexes are broken down by state, region and city.

Debbie George: Using StyleADVISOR to Define Your Edge

Nov 4, 2014 Stephen Berei
A few weeks ago we hosted a spectacular, informative webinar presentation from a long time Zephyr StyleADVISOR user, Debbie George. Debbie has been using the program for over 10 years. She is the President of Growing Emerging Managers’ Services (GEMS) and Managing Director at Logan Capital Management, where she is responsible for institutional client and consultant business development and client service. She has over 20 years of investment industry experience, building strong...

Template Library: See What Zephyr StyleADVISOR Can Do For You!

Oct 15, 2014 Lawrence Chia
One of the reasons that our clients love Zephyr StyleADVISOR is because the tool’s flexibility allows you to create great looking reports. However, if you haven’t yet mastered ReportVIEW, Dynamic Text, and formatting then check out our Template Library, where you’ll find reports that we’ve created to help you get started. From Fact Sheets to Market Cycles to Search templates, you’ll be...

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