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 firstname.lastname@example.org or call 1-800-789-5323.
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