Blog Contributors

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

A Closer Examination of Drawdown Risk

Aug 18, 2016 Ryan Nauman
Capital preservation strategies are popular amongst the retirement set and those with an overall unwillingness to risk losing their savings. While these approaches tap safe investment vehicles like Treasury bills and certificates of deposit, investors simply can’t rely on them alone because of their lower interest rates and inflation risk.

Q2 2016 Fixed Income Quarterly

Jul 8, 2016 Ryan Nauman
Continued low borrowing costs and heightened demand from investors have urged corporate borrowers to look to capital markets to raise cash.

Q1 2016 Top Guns – U.S. Equity Markets make a U-Turn

Jun 28, 2016 Ryan Nauman
During the first six weeks of Q1 2016, the U.S. stock market was in a full-on nose dive, with the S&P 500 index dropping roughly 11% during this short period.

iMoneyNet Indices Now Available

Jun 7, 2016 Jeremy Poulin
Informa Investment Solutions is pleased to announce that we have enhanced our monthly index database with the addition of 103 iMoneyNet indices. iMoneyNet, part of Informa Business Intelligence Inc., and a sister company of Informa Investment Solutions, is the leading provider of money-market mutual fund and enhanced cash information - serving institutional clients worldwide.

Do Environmentally and Socially Responsible Companies have Stronger Market Performance?

May 23, 2016 Ryan Nauman
With momentum driven by investors, Wall Street firms are critiquing companies based on their sustainability factors or ESG standards. There is a growing belief that environmentally conscious companies that manage their internal and external relationships well and maintain strong corporate governance will experience sustainable growth into the future.

StyleADVISOR: Centering Intercepts

Apr 28, 2016 Jeremy Poulin
One of the most popular graphs used in Zephyr StyleADVISOR is the Risk/Return graph. Users often ask how to center the vertical and horizontal intercept lines on this graph. When the Risk/Return graph is pulled into a report from the gallery, by default the vertical and horizontal intercept lines are skewed on the X and Y axis to the benchmarks return and risk values. For most, this is not the desired look. In this post, we will cover how to center the intercept lines to give the Risk/Return graph a cleaner look for your reporting.

Q1 2016 Fixed Income Quarterly

Apr 11, 2016 Ryan Nauman
The torrid pace that was set in 2015 within the investment grade corporate credit capital markets has spilled over into the beginning of 2016.

StyleADVISOR: Formatting Chart Layers

Mar 15, 2016 Jeremy Poulin
This blog post will discuss formatting the different chart layers used to build Zephyr StyleADVISOR charts. Each chart in Zephyr StyleADVISOR is made up of several layers. Each layer of a chart can be customized with a different color, border or image.

PSN Top Guns Q4 2015 - Federal Reserve Finally Makes a Move

Feb 26, 2016 Ryan Nauman
After a less-than-stellar third quarter, U.S. stocks had a nice rebound in the fourth quarter to close out 2015.

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.

Currency Hedging Amid the Great Divergence

Feb 3, 2016 Ryan Nauman
Now that the Federal Reserve has finally begun raising interest rates, the European Central Bank is headed in the opposite direction. And as a result, the contrasting monetary policies are causing a divergence in the global marketplace that is creating both risks and opportunities for investors.

Q4 2015 Fixed Income Quarterly

Jan 8, 2016 Ryan Nauman
2015 has earned its spot at the top of the record books. With assistance from our colleague Drew Jamner, Credit Analyst of Informa Global Markets (IGM), we take a look back at the record setting year within the investment grade corporate credit capital market space.

2015 in Review

Dec 16, 2015 Ryan Nauman
Now that the U.S. Federal Reserve (the Fed) has announced it will commence its tightened monetary policy, and the end of 2015 is near, it’s time to reflect on what drove markets this year and consider the outlook for 2016.

Revisiting the last Rising Interest Rate Environment

Dec 2, 2015 Ryan Nauman
With an unprecedented period of easy money coming to a close and interest rates set to rise, it’s important to revisit how the bond market performed during the Fed’s most recent rising-interest-rate regime a decade ago.

PSN Top Guns Q3 2015 - Volatility Reigns Supreme

Nov 30, 2015 Ryan Nauman
While families were finishing their summer vacations and growing accustomed to beautiful summer days, quarterly gains in U.S. equity markets were also becoming habitual for investors. Just as a summer comes to an end, the third quarter brought an end to the twelve-quarter winning streak for U.S. equities, measured by the Russell 3000 index, which fell 7.25% during the quarter.

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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