Zephyr Associates
HQ Address
52 Vanderbilt Avenue, 11th Floor, New York, NY 10017, United States
Website Address
Business introduction
Zephyr Associates is a leading provider of investment analysis software used by thousands of financial professionals worldwide
Where smart investing grows rewarding client relationships
Founded in 1994, Zephyr Associates assembled a world class team of software engineers and mathematicians to create an entirely new software program for performing sophisticated and functional style analysis and performance. The original software, StyleADVISOR, was the first commercially available software to implement Nobel Laureate Bill Sharpe’s unique style analysis. In October 2012, Informa Investment Solutions (IIS), a division of Informa and a leading supplier of software and solutions for the investment industry, announced it has entered into a definitive agreement to acquire Zephyr Associates (Zephyr). Zephyr will continue to operate as a business unit within IIS.
Today, thousands of users not only subscribe to Zephyr’s desktop products StyleADVISOR and AllocationADVISOR, but are taking advantage of our web-based products Zephyr OnDEMAND and Web Services. Zephyr’s development team along with a group of over 30 other professionals continues to keep all products, as well as customer service, on the cutting edge of our industry.
Zephyr's products and services help investment professionals make informed decisions about investment products and portfolio construction. We take pride in providing intellectual leadership to the financial industry and building long-term relationships with our customers.
Zephyr Associates Solutions
Zephyr AllocationADVISOR
Zephyr AllocationADVISOR is a comprehensive asset allocation, optimization, and portfolio simulation software. With Zephyr AllocationADVISOR you have everything you need to effectively determine the best investment allocations for your client portfolios and to produce great looking reports that communicate your analysis clearly and concisely....
business needs
view solution
Zephyr OnDEMAND
Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location....
business needs
view solution
Zephyr StyleADVISOR
Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis. Since that time, Zephyr StyleADVISOR has been continually enhanced to become the most robust analysis and reporting platform available anywhere. Today, thousands......
business needs
view solution
Zephyr Web Services
Zephyr Web Services allows current StyleADVISOR and AllocationADVISOR clients to utilize our style and performance analysis via the web. We have designed this program so Zephyr analytics can be integrated with any Internet site, intranet site or proposal system. These aren't static analyses, once they are embedded, they are real-time....
