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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 filtering functions in Zephyr StyleADVISOR to filter managers in a database to arrive at a custom peer group. This involves the use of a recently added enhancement called “Save Search Results”. Creating Custom Dynamic universes is discussed in detail by going to the following link: http://www.styleadvisor.com/blog/dynamic-universes

Category Based Universes: Category-based universes are created by Informa Investment Solutions using Morningstar and Lipper data and are created by grouping funds by their assigned Morningstar or Lipper category designation.  Such universes are labeled as Lipper Large Growth, Morningstar World Allocation, etc.  Access to these universes requires a subscription to either Morningstar or Lipper data.

Zephyr Defined Universes: For these universes Informa Investment Solutions will take all products from a given database and plot them on a “style map” for a single computation over the last 5 year period. The map is then carved into sections and managers that fall into each area are assigned to that universe. Each of these universes can be seen in Zephyr StyleADVISOR in the Zephyr Defined Universes drop down list and are distinguished from each other by the database that they were created from. For example: Zephyr Large Core Manager Universe (PSN) is created using the PSN SMA database.

PSN Universes: These universes are supplied by PSN data using their specific criteria found in PSN Published Universe Definitions. Access to these universes would require a subscription to the PSN SMA database

If there are any questions regarding the use of universes within Zephyr StyleADVISOR feel free to contact our support team by phone at (800) 789-5323 or by e-mail at support@styleadvisor.com.

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