Zephyr Portfolio Analytics | Informa Financial Intelligence

About

The latest web-based Zephyr is loaded with important features to drive business growth.Manager research – screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Manager analysis – track and compare multiple investment products and run Returns Based Style Analysis using 200+ key statistics. Asset allocation – build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module. Modelling – estimate the probability of meeting future wealth goals using the Monte Carlo simulation module. Client reporting – streamline the reporting process to speed up asset acquisition. Presentations – Create interesting graphs to display a client’s current portfolio, and brand pages with your logo and footnotes. The Zephyr Analytics API improves user experience and coverage for your internal and external applications. The API is sourced from industry-leading portfolio analysis and reporting application Zephyr StyleADVISOR and robust separate account research application PSN Enterprise.

Contacts

Products / Services

  • Manager Research
  • Manager Analysis
  • Asset Allocation
  • Modelling
  • Client Reporting
  • Zephyr Analytics API

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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