Oct 18, 2016
This blog post will discuss how to create an equally weighted composite inside of Zephyr StyleADVISOR. An equally weighted composite allows you to take a large group of managers and create a single return stream that can be used in any analysis. Managers are given an equal weighting based on the number of managers in the group. Below we will go over how to create an equally weighted composite from start to finish.
Sep 19, 2016
The much anticipated Brexit referendum is now in our rear view mirror, but the uncertainty is far from over as Britons voted to leave the EU and will be led by a new Prime Minister during this unprecedented time.
Sep 12, 2016
A popular belief is that Republican Presidents are better for capital markets, while this belief holds water leading up to a Republican being named to office, it doesn’t hold true during the Republican term as markets tend to perform better while a Democrat is in office.
Aug 29, 2016
Brexit was the dominating theme throughout the second quarter of 2016. Global markets zigged and zagged every time a new Brexit poll was released. Despite the global sell-off during the days immediately following the Brexit vote, global markets rallied to finish the quarter up 1.21% (MSCI World Index).
Aug 18, 2016
Capital preservation strategies are popular amongst the retirement set and those with an overall unwillingness to risk losing their savings. While these approaches tap safe investment vehicles like Treasury bills and certificates of deposit, investors simply can’t rely on them alone because of their lower interest rates and inflation risk.