Work Less, Engage Your Clients More

How will you work less? Zephyr allows you to customize all of your portfolio performance reports and fact sheets within our Presentation Center. You can also utilize the functions below and many more.

Performance Attribution Analysis

Performance attribution analysis allows investors to gain a deeper understanding of the sources of your client's investment performance. This process involves breaking down and analyzing the returns within a portfolio to identify the contributing factors. Investment attribution analysis enables investors in identifying which investment decisions or asset classes are generating positive or negative results, providing clarity into what is needed for a healthier investment portfolio.

Equity and Fixed Income Return Attribution

In evaluating portfolio performance, investors often focus on specific asset classes, such as equities and fixed income securities. Equity performance attribution and return attribution analysis involves evaluating the returns generated by stocks or equity-based investments. Similarly, a fixed income return attribution analysis provides information on the returns and factors impacting bonds, treasury bills, or other fixed income assets.

Investment Performance Reporting

Investment performance reporting involves presenting investment performance data in a comprehensive and understandable manner. This typically includes detailed reports, visual representations, and analytics to provide investors with a clear overview of portfolio returns and overall financial performance.

Zephyr's investment performance software helps you explain the nuances of performance attribution and the construction of an ideal financial portfolio to your clients, facilitating not only portfolio growth, but stronger client-manager relationships.

Learn more about Zephyr’s extensive portfolio performance capabilities here. Speak to a sales consultant about getting a demo here.