Zephyr

As the finance industry adapts to changing landscapes, discover the latest research to help you make informed decisions! Access updates from Taylor & Francis Group on core topics including quant finance and asset management, and on trending topics including generative AI and ESG. Find out more in the PSN eBook: http://spr.ly/60499hhb1 #PSN #AI #ESG #wealthmanagement

Don’t miss our Zephyr performance presentation center training session next week! ⌛ Join us on July 17 to learn to create comprehensive, customized ad-hoc reports and powerful presentations for both internal and external use. Plus, how to build custom templates that help craft the story and share with other members of your team. Secure your place here: http://spr.ly/60489nknE #Zephyr #training #presentations

Interesting look at how the excess returns of tech (QQQ) and small caps (IWM) relative to large caps (IWB) contrast over 12-month periods. Both asset classes are rate sensitive, so one could initially assume the excess returns would be somewhat similar. But they haven't been, especially recently. Zephyr #InvestmentManagement #Stocks #PortfolioManagement

Stand out from the crowd with enhanced personalization! Join Ryan Nauman, Chris Volpe and Randy Jones as they explore the evolving landscape of financial advisory, and discover how Zephyr’s innovative tools optimize portfolios, ensure compliance and foster deeper client relationships. Take a listen as they highlight how personalization in investment management builds true and offers customized financial advice >> http://spr.ly/60449nXxp #AtoZephyr #Zephyr #podcast #personalization

How can asset managers build investor trust through story telling? 💡 Being able to tell your investment strategy concisely and with integrity, making sure the messaging matches the investment processes and performance is vital for asset managers, not least because clients demand and expect it. Take a read as we talk through getting the recipe right >> http://spr.ly/60489WaOj #Zephyr #assetmanagers #investment

What are the opportunities within fixed income? In this new episode of Adjusted for Risk, Ryan Nauman is joined by PSN Top Gun Award Winning Belle Haven Investments' Director of Investment Solutions and Partner, Stan Sattler! Stan shares his thoughts on the opportunities within fixed income and his team's views on the opportunities and risks in the fixed income space. When will the yield curve normalize? What are credit spreads indicating? Does he believe the Federal Reserve? Find out by taking a watch here 👉 http://spr.ly/60489WIb2 #Zephyr #AdjustedforRisk #podcast #fixedincome #wealthmanagement

Being able to tell your investment strategy story concisely and with integrity, is vital for asset managers. Investors demand more insights and information than just the returns from the investments – they want transparency and often for it to be personalised. Dive into this article by Zephyr to get some top tips in how to keep your clients engaged and get the balance of storytelling right! See more here 👉 http://spr.ly/60419iEe1 #assetmanagement #investmentmanagement #investments #strategy #financialadvisors

Accurate, reliable and high-quality MA data! As PSN celebrates its 40th anniversary in 2024, the launch of its inaugural eBook aims to bring the platform’s capabilities to light, offering a deeper understanding of how SMAs bring a competitive advantage to investment professionals. Find out more and access the eBook here: http://spr.ly/60409nrku #Zephyr #PSN #SMAs #data

We recently released our PSN Top Guns list for Q1 2024! This list highlights the best-in-class separate accounts, managed accounts and management ETF strategies. View the list here, as well as access our exclusive PSN Top Guns commentary by Ryan Nauman >> http://spr.ly/6049gLt99 #Zephyr #PSN #TopGuns #ETFs #SMAs

Upcoming training – Manage portfolios & portfolio proposals! 💡 Join us on July 9 to learn to work with portfolios for use in proposals to compare a current portfolio to a proposed portfolio and create a custom presentation to tell the story of both portfolios, including ESG analysis. Find out more and register here: http://spr.ly/6043gLq2H #Zephyr #portfolios #proposals #ESG #training