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.

Peer Group Analysis

StyleADVISOR gives users the ability to compare managers to a peer group on more than 25 statistics. In addition, a peer group can be displayed on many of StyleADVISOR’s graphs.

For more information about comparing a manager to a group of peers, please see our article Peer Group Analysis.

Universe Graph and Table

Zephyr's unique Manager vs. Universe graph plots the manager's rank (where the manager falls if the managers are put in order highest to lowest) on one of more than 25 statistics in a universe of similar style managers.

We believe that the rank universe graph below is clearly superior to the standard floating bar graph, which shows where a manager falls in a universe for only a few discreet time periods (One year, three year, five year, etc). Here we can see where a manager ranks for every single month or quarter.

Manager Vs universe: Rank Return
Manager Vs universe: Rank Return

This graph can be altered to show the actual return (or other statistic) on the vertical axis instead of rank.

Manager Vs universe
Manager Vs universe

StyleADVISOR also allows you to create a typical floating bar chart for your peer group analysis.

Manager Vs universe

Manager Vs universe

Showing the Universe on Other Graphs

Most StyleADVISOR graphs give users the option to display all of the managers in the selected universe. For these graphs, the universe managers are displayed as small black dots.

Manager Style

Annualized Excess Return / Standard Deviation of Excess Return

Manager Risk / Return

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