Zephyr Style Advisor
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StyleADVISOR
Manager Analysis
· Style Analysis
· Performance
· Risk
· Peer Groups
· Attribution
Reports & Presentations
· Custom Reports
· Powerful Graphic Editing
· Export to PDF or Microsoft Office
Data
Manager Search
Portfolio & Market Analysis
· Analyze Custom Portfolios
· Measure Portfolio Diversification
· Evaluate Hedge Funds
· Research Financial Markets
Asset Allocation

 

For a printable version of this entire presentation click here.

Analyzing Investment Portfolios

StyleADVISOR is a powerful tool for creating and analyzing investment portfolios. StyleADVISOR includes data on indices, mutual funds and separate account managers. Additional databases are available for stocks, hedge funds, variable annuities, closed end funds, exchange traded funds and offshore funds. All of this data can be blended together in StyleADVISOR to create portfolios. These portfolios can be evaluated using all of StyleADVISOR’s powerful analytics.

The hypothetical example below shows a current portfolio versus a suggested portfolio. StyleADVISOR’s graphics make it easy to highlight the advantages to making changes to this portfolio.

Manager Style
Excess Return Vs Style Benchmark
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