Blog Contributors

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

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 sure to find a report that meets your needs.

We’re regularly updating the Template Library with new reports and layouts. In fact, two new Single Manager Fact Sheets have just recently been added. One fact sheet is built specifically for use with the Morningstar US Mutual Funds Extended data, and the other is built for use with the PSN Extended SMA database. In these templates you’ll find a wealth of analytics and qualitative data in a clean and balanced layout.

Both single manager fact sheets start with your basic performance and risk charts, such as the cumulative performance, risk-return, and calendar year returns.  Then they go into more advanced metrics like drawdowns and Value-at-Risk.  On the qualitative data side, you'll find the Top 10 Holdings, Strategy, Sector and Country Exposures, and many more fields that give you a better understand of the manager.  

These reports and the others available in our Template Library are ready to use now so head over there to see what Zephyr StyleADVISOR can do for you. As with any template in Zephyr StyleADVISOR, you can customize the reports with your company colors and logo. If you want to take it a step further, and customize the layout of the report, you can contact our Zephyr Reporting Service Bureau at sales@informais.com or call 1-800-789-5323.

More information about this topic:

statistics:
  • none related
related posts:
  • none related

Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Informa