Asset Allocation & Performance
Illustrate the Ideal Portfolio to Your Clients.
Set Your Clients Up For Success
Zephyr"s Asset Allocation tools allow you to quickly & easily construct client portfolios & models, optimize client portfolios, and focus on client financial goals.
Portfolio Construction
Model Portfolios
Linking model portfolios to proposal risk scores
Mean-Variance optimization model
Black-Litterman optimization model
Monte Carlo Simulation
Deliver your clients with the most tailor-made asset allocation reports, allocation proposals and financial planning presentations.
Guide your clients toward their unique goals with Monte Carlo financial planning scenarios.
Provide your clients with easy to interpret reports to help them better understand where their funds are going.
Combine our new Zephyr Portfolio DNA analysis with your allocation and portfolio construction.
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Looking to
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.
View Zephyr StatFacts
