Zephyr StyleADVISOR is the investment industry’s most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis.
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What is a zephyr analysis?
Zephyr StyleADVISOR is the investment industry’s most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis.
How much does Zephyr Portfolio Analytics cost?
The tool, which costs $15,000 annually, was marketed to institutional investors in the past, but Mr. Hardy is starting to pitch it to financial advisers.
What is a good return on VaR?
Since VaR is a risk metric measuring loss, the smaller the VaR, the better. Ideally the VaR would be 0.0%, but no investment carries zero risk.
What is informa intelligence?
About us. Informa Intelligence provides specialist data-driven intelligence and insight to businesses and professionals in niche communities around the world, enabling them to make better informed decisions, spot opportunities and gain competitive edge.
What is a fee based arrangement?
A fee-based investment is a product where the financial professional is compensated through fees and commissions. Fees are paid for by investors, while commissions are earned from companies that provide certain investment vehicles such as mutual funds.
What does 99% VaR mean?
From standard normal tables, we know that the 95% one-tailed VAR corresponds to 1.645 times the standard deviation; the 99% VAR corresponds to 2.326 times sigma; and so on.
Who are Informa’s competitors?
Informa competitors include Decision Resources Group, GM Financial, GlobalData and Euromoney Institutional Investor.
Who buys Informa intelligence?
Feb 10 (Reuters) – Informa (INF. L) agreed to sell its pharma intelligence business to New York-based investment fund Warburg Pincus for 1.9 billion pounds ($2.58 billion), the British events organiser announced on Thursday, sending shares rising by 7%.
Are financial advisor fees worth it?
A financial advisor can give valuable insight into what you should be doing with your money to reach your financial goals. But they don’t offer their advice for free. The typical advisor charges clients 1% of the assets that they manage. However, rates typically decrease the more money you invest with them.
What is Parametric VaR?
Value-at-risk (VaR) is a statistical method for judging the potential losses an asset, portfolio, or firm could incur over some period of time. The parametric approach to VaR uses mean-variance analysis to predict future outcomes based on past experience.