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Zephyr Portfolio Analytics | Informa Financial Intelligence

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.
Informa Financial Intelligence
  • Manager Research
  • Manager Analysis
  • Asset Allocation
  • Modelling
  • Client Reporting
  • Zephyr Analytics API
Informa Financial Intelligence

Companies that integrate with Zephyr

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

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