Zephyr Associates Announces Analytics Center Upgrade

ZEPHYR COVE, Nev., July 12, 2012 /PRNewswire/ -- Zephyr Associates, Inc., a leading provider of portfolio analysis software and reporting solutions for investment professionals around the world, has announced a sweeping upgrade of the Analytics Center found on Zephyr's public website, StyleADVISOR.com. 

The primary enhancement to the Analytics Center is complimentary mutual fund analysis along with the separately managed accounts (SMAs) analysis previously available. The analytics were also expanded using a series of tabs that allow investment professionals to access not only Returns, but also other factors under consideration such as Peer Comparison, Risk Return/Modern Portfolio Theory and Style. 

"We decided to start with a high level overview and allow the advisor to drill down deeper and deeper to get all the information they need about any particular fund," explained Zephyr Chief Executive Officer Will Clemens. "This is one of the most advanced analytics modules available on the market. Since it's based on HTML5, it works seamlessly on iPads, other tablets and smartphones, which have become increasingly indispensable to investment professionals."

The enhanced analytics are also available within the Analytics Center in Zephyr OnDEMAND, a cutting-edge, web-based reporting tool that empowers asset managers and investment advisors to generate compliance-approved reports from any location.

Along with the analytics, Zephyr OnDEMAND contains a number of important features not available on StyleADVISOR.com, such as one-click analysis and multiple benchmarks.

Any of a fund's parameter sets, such as appropriate benchmark or specific time period, previously defined by the client's site administrator now show within the Analytics Center. The end user can select any of these items and add them to the analysis with a single click.  

Also for the first time, Zephyr OnDEMAND users can compare a product to the performance of multiple benchmarks in the Analytics Center. Previously, the choice was between the market benchmark or the style benchmark, but not both. This change makes it possible to choose one or more funds and compare their performance to multiple benchmarks.

"This upgrade of the Zephyr Analytics Center marks a major step forward in our technological evolution and a further demonstration of our commitment to providing investment professionals with the cutting edge technology they need," said Clemens. "The availability of mutual fund data on StyleADVISOR.com should serve to introduce the range of Zephyr's offerings to even more investment professionals, while the expanded suite of tools in Zephyr OnDEMAND will increase users' operational efficiency and allow them to focus more of their time and energy on serving the needs of their clients or developing new business."

For more information about Zephyr Associates, please contact Jami Schlicher at 973-850-7309 or [email protected].

About Zephyr Associates, Inc.
Zephyr was founded in 1994 and is headquartered in Zephyr Cove, Nev., with additional offices in Memphis, Tenn., New York and London. Zephyr's software products are used by advisors, money managers and fiduciaries throughout the world to analyze investment managers, mutual funds, financial markets and investment portfolios. For more information, please visit www.styleadvisor.com.

CONTACT: Jami Schlicher
JCPR
973-850-7309
[email protected]

SOURCE Zephyr Associates, Inc.