Zephyr's StyleADVISOR is used by investment professionals throughout the world to analyze investment managers, mutual funds, financial markets and investment portfolios. Hundreds of companies with thousands of users utilize Zephyr software to help create better client and prospect presentations that give them a competitive advantage and also to assist companies in gaining a better understanding of their investment management process.
What can I do with StyleADVISOR?
StyleADVISOR is a great tool for creating client reports, performing due diligence, building portfolios or searching for managers. StyleADVISOR’s graphs and tables allow you to perform style, risk, performance and peer group analysis on managers and custom blends. The StyleADVISOR suite of software also includes our asset allocation software AllocationADVISOR. Use the links to the right or below for more information or to see sample graphics from StyleADVISOR and AllocationADVISOR.
Manager Analysis. Manager analysis begins with style. StyleADVISOR uses returns- based style analysis to quickly determine managers’ investment style and create a unique style benchmark for evaluating manager performance. StyleADVISOR also measures risk, relative performance to a peer group and attribution.
Reports and Presentations. StyleADVISOR is renowned for the quality of its reports. Unique to StyleADVISOR is the ability to build a custom report while viewing the end result. This unique process helps even a casual user build highly professional, quality reports in a minimum of time. Exporting, linking, and printing graphs and tables to Word, Excel, PowerPoint or Acrobat is simple and easy.
Manager Search. StyleADVISOR screens through thousands of managers quickly and efficiently. Search for managers with consistent style, managers with good risk return characteristics, or managers that are highly correlated to a benchmark or other manager. Search across separate accounts, mutual funds and indexes on over 50 statistics.
Portfolio
& Market Analysis. StyleADVISOR users can create custom blends of managers and/or indexes to perform style, performance, risk and peer group analysis on portfolios of managers. You can also use StyleADVISOR’s powerful calculations to evaluate markets.
Asset Allocation. AllocationADVISOR is a powerful asset allocation and financial planning software tool. AllocationADVISOR helps investors create portfolios that maximize return for a given level of risk. Investors can also create wealth projections in AllocationADVISOR using Monte Carlo Simulation.
What is Returns-Based Style Analysis?
Nobel Laureate William F. Sharpe developed returns-based style analysis in 1988. This methodology has revolutionized the way investment professionals analyze managers. Why? Because it makes it possible to analyze a manager's style and performance using historical returns without the difficult and costly process of collecting and analyzing past and current portfolio holdings.
In 1994, Zephyr
Associates, Inc. led the industry by introducing StyleADVISOR, the first commercially
available software to implement returns-based style analysis.
Who Uses StyleADVISOR?
Managers, consultants, plan sponsors, financial advisors and financial planners use StyleADVISOR for reporting and analytics.
What is included with StyleADVISOR?
The Zephyr software package includes StyleADVISOR, AllocationADVISOR (an asset allocation program), unlimited support, Zephyr’s consulting services and index, manager and mutual fund data.
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