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Inside Zephyr Technology
Professional Proposals and Presentations
Create custom professional presentations and reports or choose from our extensive library of over 100 templates with an easy drag and drop module. Validate your success relative to 46,000 benchmarks and build stronger relationships with your investors by creating customized, branded reports in minutes.
Market and Manager Research
Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools as well as tracking 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. Estimate the probability of meeting future wealth goals using the Monte Carlo simulation module, and quickly and easily evaluate a portfolios composition including asset allocation, equity and fixed income characteristics, sector and regional weightings, top ten holdings and country exposure.
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Portfolio Performance Reporting
Quickly and efficiently analyze performance and calculate returns at various levels, including total portfolio, class level, subclass or style level, and individual asset level. Benchmarking from over 1000 market indices provides a full overview of performance. Integrated with all trust, accounting and custodial systems.
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