It’s All About Strategy, Not Transactions.
Zephyr is an asset and wealth management solution and data provider giving investment professionals the tools to plan, invest, monitor, and grow, enabling better service and client engagement to achieve their client’s financial and personal goals.
Custom Branded Reports and Presentations
Proposal Generation
Portfolio Analytics
Performance Reporting
Access to Proprietary Data
Risk Analysis
Asset Allocation
Portfolio Proposal
PSN SMA Data
Manager Research and Screening
ESG Analysis
Full Integration Capabilities
Propose and Repropose Effortlessly
Demonstrate your value. Create custom, professional presentations and reports or choose from our extensive library of over 100 templates with an easy drag-and-drop module. Validate your success relative to 46,000 benchmarks and build stronger relationships with your investors by creating customized, branded reports in minutes. Apply custom questionnaires for risk assessments.
Find the Best Fit: Market and Manager Research
Zephyr allows you to take a deep dive into thousands of investment portfolio products, all with the click of a button. You’ll find sorting, filtering, and statistical tools that make it easier to pinpoint the right strategies and products to align with your clients’ and firms' financial goals. Plus, you can compare multiple investment products against benchmarks and peers using over 200 key statistics, hundreds of qualitative fields and even ESG criteria.
Build portfolios using classic mean-variance optimization or our sophisticated Black-Litterman optimization module. Estimate the probability of meeting future wealth goals using the Monte Carlo simulation module, and quickly and easily evaluate a portfolio’s composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
Portfolio Performance Reporting
Quickly and efficiently analyze performance and calculate returns at various levels, including total portfolio, class level, subclass or style level, and individual asset level. Benchmarking from over 1000 market indices provides a full overview of performance. Integrated with all trust, accounting and custodial systems.
Zephyr’s award-winning technology perfectly positions investment professionals to confidently compete for tomorrow’s clients and build powerful investor experiences to ensure retention.
MORE THAN 2,800 FIRMS
Firm Data Includes Asset Breakdowns, Com-pliance, Key Personnel, Ownership Diversity, ESG, Business Objectives and Strategy. OVER 21,000 PRODUCTS
Product Data Includes Asset Breakdowns, Style, ESG, Fees, GIC Sectors, Fixed Income Ranges and Full Holdings.
Data is Updated, Verified, and Refreshed Daily No Survivor Bias with Inactive Firms/Products Included.
Nearly 40 Years of Data Including Net and Gross-of-Fee Returns - Firms, Products and Data Fields are Consistently Added.
SHOWCASE YOUR STRATEGIES IN PSN
PSN subscribers rate accuracy and detailed, comprehensive data as the primary reasons they rely on PSN data.
PSN gives users the power to create their own comparisons or use over 285 universe peer groups.
PSN data is sought after by top wire houses and distributed through third-parties. The ability to customize feeds based on specific fields sets PSN apart.
Manager Registration
More on PSN
Customize Your Reports
Reports customized to the way you work with your client -from quick, easy to read -to complex and detailed reports.
Zephyr"s Portfolio Performance provides over 1000 market indices from most major providers including S&P, Russell, ICE BofA, Bloomberg, Lipper, HFRI and others.
Zephyr integrates with all trust, accounting and custodial systems and can accommodate single sign-on use. Integration with Zephyr Portfolio Analytics gives you a significant edge on evaluating portfolios, demonstrating your unique value and growing your business.
Fully Customized Access Control Entitlements based on your firm"s needs. Customize access for each user to allow or restrict benchmark modification, account access and composite creation.
Timely and accurate information when you need it. Clients deserve information quickly in presentation and report form.
Zephyr"s experienced data management team cleanses data and audits it for accuracy. Corporate actions are reviewed and calculated as part of this process.
Calculate weighted blends based upon actual allocation that change dynamically with the most recent allocation. Benchmark comparison can be done at the Total Portfolio level, the Asset Class level, or any customized classification level (e.g., style, sector etc.)
Easy to use interface to customize views and content. View reports online anytime, and share with clients.
Performance Data and Reports can be integrated with 3rd party system for access throughout your workflow.
Download a copy of Zephyr StatFacts
