Blog Contributors

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

2013 Client Conference Wrap-Up

Oct 23, 2013 Marc Odo

Thanks to everyone who made it out to the Annual Informa/Zephyr conference! For those of you who weren’t able to make it, here were the highlights…

New Products! Attendees witnessed the unveiling of Zephyr Scores. Zephyr Scores is a new module of Zephyr-OnDEMAND that harnesses the power of cloud computing to perform sophisticated manager searches on entire databases of products. In addition, we previewed a prototype version of our next version of AllocationADVISOR, which will be entirely web-based. We are actively seeking client feedback as we develop this solution, so please contact our Project Manager, Stephen Berei, at to let us know what is important to you in asset allocation.  

New Enhancements! StyleADVISOR 8.4 was released a short while ago, so naturally the conference was a great platform to showcase the enhancements. Dr. David Kirkman conducted an in-depth discussion about one of 8.4’s many enhancements, the Zephyr implementation of Value-at-Risk (VaR).

New Solutions! For those who find themselves with too much to do and not enough hours in the day to do it, we unveiled our Zephyr Reporting Service Bureau initiative. Now you can tap in to the deep reservoir of experience and talent at Zephyr by outsourcing your template creation to our team in Lake Tahoe.

New Combinations! We've heard from many of you that the demands on your time are constantly increasing, and you would like a simpler way to access your Zephyr reports. We've heard your requests and are happy to announce a new service from Zephyr and Informa: Zephyr OnDEMAND + Zephyr Reporting Service Bureau. 

With this service, we upload your existing StyleADVISOR templates into Zephyr OnDEMAND and you run them from the Zephyr OnDEMAND interface. If you need to make any report changes, our experienced staff can update the templates for you at a cost similar to your existing StyleADVISOR license. You get the benefits of custom Zephyr reports, without having to update the templates or your data yourself. We do all the heavy lifting for you. If you run the same reports/templates each month or quarters, this service is a great fit for you.

New Tools! Although we’ve been providing sneak peeks and previews to Zephyr’s StatFACTs over the summer, last week’s conference was the official roll-out of StatFACTs. If you like StatFACTs and are interested in exploring different distribution ideas, contact your sales representative. Also, we had a StyleADVISOR best-practices session where we shared many of the examples available in the template library.

Cocktail Party! For those of you who missed our cocktail hour…well, there’s nothing we can do about that now. You’ll just have to make it next time!

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