Zephyr Asset and Wealth Management Software in The News

From Private Markets to Professional Sports

Ryan Nauman and CAZ Investments' Christopher Zook highlight the advantages of diversifying portfolios with private assets, such as lower correlation and reduced volatility, which can enhance long-term returns and client retention.

Adjusted for Risk on Location: Investment Insights - The Power of Free Cash Flow

Host Ryan Nauman discusses investment strategies with Michael Mack, a client portfolio manager at Victory Capital Management. The conversation delves into the significance of free cash flow as a factor in investment management, the importance of sector adaptability, the contrast between value and growth investments, and the relevance of quality in portfolio construction.

Adjusted for Risk: Holistic Wealth Strategy - The Essential Role of Insurance

Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.

Adjusted for Risk on Location: From Mutual Funds to ETFs: Discussing the Industry Transformation

Victory Capital's Mannik Dhillon joins Ryan Nauman to discuss the rise of ETFs and the shift from mutual funds, the necessity of understanding investment strategies, the ongoing consolidation within the industry and the importance of diversification across investment processes and vehicles,

Can Annuities Help Your Clients Prepare for Retirement?

The underfunded and underutilized retirement savings options and the fact that Americans are living longer than ever is the perfect storm for a retirement crisis and presents a risk to retirees: Longevity risk, or the risk of outliving your money.

Adjusted for Risk: The Modern Financial Advisor; Efficiency, Personalization, and Growth

Adam Grealish and Ryan Nauman discuss how technology enhances client experience and operational efficiency for financial advisors by automating tasks like account opening and portfolio rebalancing, and the rising trend of personalized investment strategies such as direct indexing.

Adjusted for Risk on Location: Building a Strong Portfolio: ETFs, SMAs, and More

The conversation highlights the benefits of active management in small-cap and fixed income markets and the evolution of ETFs in modern investment portfolios. The episode also covers how investment professionals can leverage both ETFs and SMAs to achieve better investment outcomes for their clients.

Re-evaluating Investment Risk in Today's Market: Perspectives with Joy Yang

Ryan Nauman and Joy Yang delve into the importance of robust diversification and understanding risk, especially during turbulent market conditions.

Adjusted for Risk on Location: Connecting Solutions to Plans with Horizon Investment's Clark Allen

Ryan and Clark discuss the importance of connecting investment solutions to financial plans to meet clients' goals, focusing on outcome-based investment strategies, and managing risk.

Adjusted for Risk on Location: Effective Communication Strategies with Chris Sullivan

Chris discusses the importance of building and conveying a strong narrative, the evolution of media and its various forms, and the strategic use of content to engage target audiences.

Adjusted for Risk: Portfolio Construction Strategies Using ETFs to Limit Risk

Incorporating ETFs to help mitigate investment risk

Adjusted for Risk on Location: BondBloxx's Leland Clemons on Bond ETFs and The Opportunities They Present

The ETF market is dominated by equity ETFs, Leland Clemons shares his thoughts on why bond ETFs are poised to gain market share.

Adjusted for Risk on Location: Lazard's Rob Forsyth on the Evolution of ETFs

Opportunities for financial advisors and asset managers within active ETFs

Adjusted for Risk on Location: TCW's Eli Horton on The Benefits of Active ETFs

One of the most popular segments of the ETF space are active ETFs. Why should financial advisors consider adding active ETFs to their client’s investment portfolios?

Adjusted for Risk on Location: VettaFi's Jon Fee on The Future of Conferences and Asset Management

The future of asset management and ETFs

Zephyr's Adjusted for Risk: Risk Mitigation Strategies Using Active ETFs

There are very few certainties in investing and one of the certainties is uncertainty – financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year. WEBs Investment's CEO, Ben Fulton shares his thoughts on how incorporating investment risk mitigation strategies can help smoothen the ride.

Adjusted for Risk on Location: DoubleLine's Jeffrey Sherman On The Current Macro Uncertainty And How He is Handling It.

Jeffrey Sherman shares his insights into the current uncertain macro environment and the issues the uncertainty is causing, what yields are telling us and does he believe credit spreads are at an attractive level yet.

Help Your Clients Understand the Importance of Staying Invested

Client conversations during times of heightened market volatility and uncertainty are arguably your hardest conversations, but your most important. As hard as it is, it’s important to keep your clients focused on achieving their long-term objectives rather than making hasty moves that could put those objectives at risk.

Investing in Fixed Income Through SMAs

Separately Managed Accounts (SMAs) are a great way to invest in fixed income while providing other benefits to investors.

Zephyr's Adjusted for Risk: Investing in Professional Sports Through Private Equity

Investing in Sports