Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks
Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio Performance, a performance measurement and benchmarking tool for wealth managers, trust officers, institutional and private wealth advisors.
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Zephyr’s Portfolio Performance is designed to quickly and efficiently analyze performance and calculate returns at various levels, including total portfolio, class level, subclass or style level, and individual asset level. Extensive benchmarking from over 1000 market indices is also possible with customized presentation tools to easily create client reports from the data with drag and drop technology. Portfolio Performance expands the capabilities of the Zephyr PerformanceIQ/Investment Scorecard as Zephyr continues to innovate following the release of Portfolio DNA, Proposal Generation, and ESG Ratings and Scores powered by OWL Analytics earlier this year.
“Like many in the financial services industry, we are cognizant of the changing relationship between the client and the investment professional, advisor and trust officer,” says Chris Volpe, Head of Informa Financial Intelligence’s Zephyr business. “We have been ambitious this year with the release of products within the Zephyr platform to address this changing dynamic and to ensure our users are empowered with every strategic advantage to enhance engagement and build confidence with their clients.”
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“Portfolio Performance is designed for customization and speed to allow financial services professionals to view and research information more efficiently and to easily create customized reports from that information,” says Damian Fahy, Senior Product Manager at Zephyr who led the development of Portfolio Performance. “We’ve also added new Presentation Center reports that allow users to run risk analytics in more detail than they have in the past.”
Portfolio Performance integrates with all trust, accounting and custodian systems with holdings, transactions, prices and other relevant information processed daily or monthly. Zephyr’s experienced data management team cleanses data and audits for accuracy to verify complete and accurate information including handling corporate actions and other transactions appropriately. Zephyr subscribers also have access to a highly responsive client services team to assist with questions or issues.
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