Gain a better understanding of your asset and wealth management software

October 1 (10:00-11:00 CDT)

Learn to build customized report, proposal and presentation pages in Page Designer that meet your layout and content needs to help you craft the story. Publish your custom pages for use in Presentation Center and run single or multiple fund templates on demand or automate with a scheduler in Batch Reporting.

October 8 (10:00-11:00 CDT)

Learn to work with portfolios for use in proposals to compare a current portfolio to a proposed portfolio and create a custom presentation to tell the story of both portfolios, including ESG (Environmental, Social & Governance) analysis.

October 15 (10:00-11:00 CDT)

In this session, learn how Asset Analysis is a powerful tool for performance, risk analysis, peer group analysis, style attribution, manager search and client reporting. You will also learn how to use Zephyr’s robust analytics and wealth management tools to perform asset allocation modeling and Monte Carlo Simulation, optimize model portfolios, and apply the modeling to financial planning goals.

October 22 (10:00-11:00 CDT)

This is a “how to” webinar that covers uploading custom return streams from private clients using Create an Asset, creating client portfolios with Create a Portfolio, creating a custom peer group, filtering an asset class to find the best investments, and creating a custom report using qualitative data in Screening.

October 29 (10:00-11:00 CDT) – next Statistics Session

Learn about key statistics available in the Zephyr Platform and how to use those statistics in your workflow

October 7 and 21 (1:00 CDT) – new offering!

Are you ready to experience the power of Zephyr? Join us for Migration Monday to get started! Learn how to import custom data, funds, blends and custom universes and build and produce pages and reports. We will reserve time at the end for Q&A.

This session is an introduction to Zephyr for current StyleADVISOR and AllocationADVISOR users.

October 2 (1:00-1:45)

Build performance dashboards to dive deeper into returns, allocations, benchmarks and risk analytics for client portfolios. Learn to group accounts by static selection or dynamic account codes for wider view and organizational purposes.

October 9 (1:00-1:45)

Generate account detail reports for performance across all accounts or a subset of accounts using static and dynamic report filters. Narrow down to more detailed levels (Class, Subclass) and compare against multiple benchmarks. Create summary reports based on codes available, such as Portfolio Manager or Branch codes.

October 16 (1:00-1:45)

Learn to create comprehensive, customized ad-hoc reports and powerful performance presentations for both internal and external use. Build custom pages to include in templates that help craft the story. Share templates and custom pages with other members of your team..

October 23 (1:00-1:45)

Learn to manage and configure total portfolio benchmarks, classification level benchmarks, and custom static benchmarks as well as create and edit consolidated (aggregate) portfolios within the Portfolio Admin module. Availability of this module varies by company, so this may not be available to all users and roles at your institution.

October 30 (1:00-1:45)

Evaluate equity performance for a portfolio or an equity fund's performance using holdings-based analysis while uncovering the impact of Asset Allocation and Security Selection relative to a benchmark. With Portfolio Attribution, assess results of strategic asset allocation and active investment management of the whole portfolio.