Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Functionality FAQ and Answers: Zephyr OnDEMAND, Part 2

Sep 5, 2017 Jeremy Poulin
This blog aims to answer some of the most frequently asked questions related to Zephyr OnDEMAND (ZOD). The questions are in no particular order and focus on functionality within ZOD. We posted an earlier blog titled “Administrative FAQ and Answers: Zephyr OnDEMAND, Part 1” that focuses more on administrative maintenance related to ZOD.

Administrative FAQ and Answers: Zephyr OnDEMAND, Part 1

Aug 24, 2017 Jeremy Poulin
This blog aims to answer some of the most frequently asked questions related to the Zephyr OnDEMAND (ZOD). The questions are in no particular order and focus on the administrative maintenance related to ZOD.

Revisiting Sharpe's “Tracks in the Sand”

Aug 23, 2017 Ryan Nauman
Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.” In 1992, RBSA became commercially available through Zephyr StyleADVISOR. Numerous other software programs have followed suite by offering RBSA within their applications.

Environmental, Social, and Governance Standards Changing How Investors View Corporations

Aug 9, 2017 Ryan Nauman
ESG investing was thrust into the spotlight when President Trump decided to withdraw from the Paris climate agreement.

Keeping Longevity From Killing Your Clients’ Retirement

Jul 20, 2017 Ryan Nauman
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

Factoring in Factors

Jun 22, 2017 Ryan Nauman
Over the past few years, factor investing, or so-called “smart beta” investment strategies, have been wildly popular—among investment product providers, at least.

Passive Investments: Far From Perfect

May 11, 2017 Ryan Nauman
Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups.

Inflation - Risks and Opportunities

Apr 18, 2017 Ryan Nauman
Below we examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

New to Zephyr OnDEMAND? The Analytics Center.

Mar 29, 2017 Jeremy Poulin
This blog post is the final post of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. The second blog titled “New to Zephyr OnDEMAND? Learn how to Create Blends”, discusses the steps for creating blends and using those blends in reports on ZOD. This post will go over how to use the Analytics Center.

New to Zephyr OnDEMAND? Learn how to Create Blends.

Mar 22, 2017 Jeremy Poulin
This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. ZOD is Informa Zephyr’s current online product. This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location where they have an internet connection. This post will go over how to create blends and use those blends in reports on ZOD.

New to Zephyr OnDEMAND? Learn how to Generate Reports.

Mar 14, 2017 Jeremy Poulin
This blog post is the first of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. Zephyr OnDEMAND (ZOD) is Informa Zephyr’s current online product. This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location that they have an internet connection. This post will go over how to generate a report on ZOD.

Q4 2016 PSN Top Guns - The Trump Trade

Mar 2, 2017 Ryan Nauman
The fourth quarter of 2016 will be remembered as the time Donald Trump shocked the world by being elected to become the 45th President of the United States, prompting the “Trump Trade.”

Alternatives and Roles they play in Asset Allocation

Jan 5, 2017 Ryan Nauman
In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification.

The Markets in 2016, and What's Ahead in the New Year

Dec 28, 2016 Ryan Nauman
2016 will be remembered for both its political and financial milestones as a year that tested the resiliency of investors around the globe. The year started with capital market volatility, but the script has since flipped, and most major market indexes look to end the year in the black.

Q3 2016 PSN Top Guns – Additional Stimulus Propels Markets

Nov 29, 2016 Ryan Nauman
Equity markets around the world didn’t allow the Brexit results to hold them down during the third quarter, as the primary global equity markets rallied. Investors’ confidence increased as it became clearer that the Brexit fallout would have a muted immediate impact on the global economy. The Federal Reserve left interest rates untouched during the quarter and yields on global sovereign debt remained at all-time lows with a record amount of sovereign debt trading at negative yields.

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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