Set Your Clients Up for Success with Zephyr

To those providing discretionary asset and wealth management services, portfolio performance reporting can often be a time-consuming task. With asset and wealth management services trending toward more diverse audiences, the ability caters to more specific client needs are becoming more apparent than ever. With Zephyr's investment performance software, you can streamline this process, save time and deliver your clients a more personalized experience.

Measuring performance comes with a need for looking at historical data, which can be conducted through a 60-40 portfolio historical performance, which underscores the balance between risk and stability through historical data. It allocates 60% of the portfolio to equities and 40% to fixed income and has adaptability to inherent market fluctuations.

The crux of investment performance reporting is providing your clients with a comprehensive view of a total return. It considers both capital appreciation and income generated by the assets held within the portfolio. This portfolio analysis tool hedges portfolios amidst inevitable market volatility.

The significance of benchmark portfolios in tracking portfolio performance offers a standard for investment comparison, enabling investors to evaluate how well their portfolios are performing against a predefined index or a set of highly correlated investments.

The advancement of investment technology has brought with it highly specialized portfolio performance software like Zephyr, which streamlines the process of calculating portfolio performance. These tools not only simplify evaluation but offer wealth managers in-depth insights into asset allocation returns historically, aiding in making well-informed investment decisions.

Measuring investment performance isn’t just assessing returns. It also involves assessing risk-adjusted returns, analyzing asset class performance and ensuring portfolio alignment with client objectives. Zephyr will give you the ability to provide your clients with a more holistic examination, while gaining a more accurate view of financial performance.

Portfolio performance reporting is critical in successful investment management. It not only quantifies financial performance but also empowers investors and advisors to make well-informed decisions based on real data, ultimately creating higher returns for your clients. Get the most comprehensive portfolio performance reporting experience with Zephyr.

Learn more about Zephyr’s investment performance software capabilities here. Request a demo here.