Financial Intelligence is part of the Business Intelligence Division of Informa PLC

This is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.


In case you missed it...
June 15, 2022
Zephyr's PSN Partners with Investment Management Support Solutions (IMSS), Extending Qualitative and Quantitative Separately Managed Account Data
Zephyr announced a partnership between its PSN SMA Data Group and Investment Management Support Solutions (IMSS), allowing investment managers to extend the distribution of qualitative and quantitative information globally.  The announcement comes at a time of significant growth within the managed account sector for investors as well as double digit growth in new managed account offerings. IMSS offers managers the potential for greater reach across the institutional segment as well as to wealth managers.  READ
June 9, 2022
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards for Portfolio Analytics and Portfolio Management, Accounting and Performance Reporting
Zephyr has been named a finalist in two Wealth Management Industry Award categories for Portfolio Analytics and Portfolio Management, Accounting and Performance Reporting. The annual 'Wealthies' awards program honors individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients. READ
June 1, 2022
Zephyr PSN SMA Data to be Distributed via FinMason's FinRiver API
Zephyr announced investment analytics provider FinMason will begin distributing Separately Managed Account (SMA) data from top provider PSN via its FinRiver API. READ
May 23, 2022
Zephyr Releases PSN Top Guns List, Outlining Best Performing Strategies for Q1 2022
Zephyr's PSN has published its highly anticipated Q1 2022 PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies.  The list remains one of the most important references for investors and asset managers. READ
April 26, 2022
Zephyr's PSN Partners with APX Stream Allowing Managers to Streamline and Expand the Publication of Data
Zephyr has announced a partnership between its PSN SMA Data Group and APX Stream, which will give investment managers the ability to expand the publication of their data to more than 50 global databases, DDQ's/RFP's and collateral. Using its industry-leading data warehouse solution, APX Stream offers economical automated connectivity to investment managers of all sizes with an enterprise-quality solution for their investment data assembly, warehouse management and distribution process. READ
March 17, 2022
Informa’s Zephyr Named “Best Financial Research and Data Company” in 2022 FinTech Breakthrough Awards Program
FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market, today announced that it has selected Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in the delivery of data, analysis and client engagement tools, as winner of the “Best Financial Research and Data Company” award in the sixth annual FinTech Breakthrough Awards program. READ
March 8, 2022
Zephyr Launches Global Markets in View Webinar Series
Zephyr announces Global Markets in View, a limited webinar series for financial advisors and wealth managers, focusing on investment trends affecting investor confidence. READ
December 21, 2021
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Zephyr has partnered with AppCrown, making it possible to fully connect Salesforce Financial Services Cloud and other Customer Relationship Management (CRM) systems with Zephyr technology. READ
November 29, 2021
Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Zephyr announced the release of Portfolio Performance, a performance measurement and benchmarking tool for wealth managers, trust officers, institutional and private wealth advisors. READ
October 14, 2021
Zephyr expands integration to financial institutions worldwide through a partnership with Digital Financial
Zephyr has made it easier for their customers to fully integrate client portfolios onto the Zephyr platform regardless of where those accounts are held. Utilizing technology available through Digital Finance, a Protocol for Asset Information Exchange known as PAIXTM , the transfer of data via direct custodian feeds, held-away assets, alternative pricing, transactions, security level detail, holdings, corporate actions and historical data can be accomplished easily and accurately. READ
April 21, 2022
Informa Financial Intelligence's Zephyr Partners with OWL Analytics to Provide ESG Ratings & Rankings
Zephyr has announced today its partnership. With this alliance, OWL's ESG ratings and rankings on individual securities, mutual funds, ETFs and Zephyr's PSN, Informa's proprietary separately managed accounts, will be offered to Zephyr's portfolio analytics and portfolio performance platform clients. READ

Thought Leadership and Expert Analysis
July 26, 2022 - Chief Investment Officer
Head of Zephyr, Chris Volpe, shares how some non-mainstream alternatives are hard to value & institutions need to value an asset to determine expectations down the line in @Lawrence Light’s recent Chief Investment Officer Magazine article. CONTINUE

Head of Informa Financial Intelligence's Zephyr Business Chris Volpe joined AppCrown Franklin Tsung at BNY Mellon | Pershing Insite this week, showcasing how integrated data can be used to measure client engagement, advisor effectiveness and client loyalty. The two presented how quickly and easily it is to determine the value of a relationship and the opportunities to increase loyalty & retention. CONTINUE

June 30, 2022 - CityWire
Head of Zephyr, Chris Volpe, shared his insights in Bailey McCann's Citywire article on the high interest in SMAs from investors and questions coming on alternatives and real estate given today’s market environment when constructing an ESG portfolio. CONTINUE

May 23, 2022 - Financial Advisor's Private Wealth Magazine
Head of Zephyr, Chris Volpe, was recently profiled in Financial Advisor Magazine's 'Private Wealth' discussing the Zephyr platform, the role of fintech in financial services, and timely investment trends such as alternatives and ESG.  CONTINUE

March 30, 2022 - Nasdaq Trade Talks
Head of Zephyr Chris Volpe joins @JillMalandrino on @Nasdaq #TradeTalks to discuss #FinTech and wealth management trends CONTINUE

March 23, 2022 - TD Ameritrade
Zephyr's Market Strategist Ryan Nauman discusses "The Outlook For Markets In A Raising Rate Environment" CONTINUE

March 19, 2022 - Bloomberg
Zephyr's Market Strategist Ryan Nauman speaks with Bloomberg's Vildana Hajric and Michael P. Regan, voicing agreement that the President's biggest concern should be inflation CONTINUE

March 15, 2022 - Bloomberg
Zephyr's Market Strategist, Ryan Nauman tells Bloomberg's Vildana Hajric that Bitcoin’s not living up to its trait as an hedge  CONTINUE

January 27, 2022 - ValueWalk's ValueTalks
Measuring Manager's Alpha with Chris Volpe, Informa Financial Intelligence’s Zephyr CONTINUE

January 5, 2022 - Yahoo! Finance
Ryan Nauman, Zephyr market strategist, joins Yahoo Finance Live to discuss tech stocks and the Fed CONTINUE
Copyright © 2021 Informa PLC

Informa UK Limited is a company registered in England and Wales with company number 1072954 whose registered office is 5 Howick Place, London, SW1P 1WG. VAT GB365462636. Informa UK Limited is part of Informa PLC.