Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Jeremy Poulin

Senior Client Consultant

Jeremy Poulin serves as a Senior Client Consultant. He focuses mainly on projects related to Zephyr OnDEMAND Sales and the Zephyr Reporting Service Bureau. Jeremy also hosts many of Zephyr’s live weekly online trainings on advanced StyleADVISOR topics. Jeremy received his B.B.A in Business Management from Radford University. Jeremy joined Zephyr in 2009.

 

Recent posts

Zephyr OnDEMAND Saved Reports, Saves You Time

02 Mar, 2015
Do you work on a sales team that is using Zephyr OnDEMAND? Do you notice that you are running the same report for colleagues or clients over and over again? With Saved Reports on Zephyr OnDEMAND, we have a way to make your day to day reporting easier. The Saved Reports feature in Zephyr ONDEMAND allows you to access a report with a single click of your mouse.

Introducing StyleADVISOR 8.5! Download It Now!

26 Mar, 2015
We are pleased to announce the recent release of StyleADVISOR 8.5. Version 8.5 includes a number of new and exciting features. These features include Fee Adjuster, Batch Export of Workbook Tabs as .emf and .eps Image Files, ReportVIEW Page Number Display and the File Locations Tab. Below are specifics on each. Fee Adjuster StyleADVISOR 8.5 introduces the ability to apply customized fees to any return series in order to reflect the impact of such fees on...

Macros in StyleADVISOR: Making Formatting Easier

20 Mar, 2014
One feature that is often overlooked in StyleADVISOR is the macros feature. Macros allow a user to record a string of text and/or color formatting changes and apply those changes to other places within their workbook with just a single click. This feature can be accessed in two ways. The first way is through the “Tools” menu, located at the top of your StyleADVISOR program. The other way is through a toolbar that can be applied to your StyleADVISOR program via the View menu. The below instructions will walk you through building and applying macros using the toolbar method, but the same steps can be applied through the “Tools” menu.

Experience the Zephyr Analytics Center

07 Feb, 2014
In this article we would like to introduce you to the Zephyr Analytic Center (ZAC). The ZAC is just one piece of our Zephyr OnDEMAND (ZOD) product. For anyone who is not familiar with our ZOD platform, ZOD is a complete online platform that allows an end user to access Zephyr reports on the fly anywhere, anytime as long as they have internet access. It is iPad and tablet friendly. The ZAC is a module within our Zephyr OnDEMAND product and allows end users to run interactive analytics with any type of product.

Are you ready for StyleADVISOR 8.4! It’s now available!

25 Sep, 2013
We are pleased to announce the release of StyleADVISOR 8.4. This new version offers many new features and enhancements. Below are descriptions of those new features and enhancements introduced with StyleADVISOR 8.4.

A Helpful Tip For Consolidating Legends In StyleADVISOR

08 Jul, 2013
StyleADVISOR has a wide array of formatting features that can be applied to graphs and tables used from the StyleADVISOR gallery. With all the formatting available in StyleADVISOR the user has number of options available to them when designing the layout of their StyleADVISOR report.

Dynamic Universes

21 May, 2013
One of the great features inside of StyleADVISOR is the ability to create custom dynamic universes. Users of StyleADVISOR have always been able to create custom universes and use them within their analysis, but those universes were static and had to be refreshed every month to reflect the most current and appropriate managers.

Zephyr OnDEMAND: Bring Everyone to the Table

14 Sep, 2012
A few years ago at Zephyr, we took a step back and reevaluated how our clients were using StyleADVISOR. During this process, we were able to see that our asset management and advisory firm clients were often using StyleADVISOR to generate sophisticated reports for fund analytics, client meetings and marketing material.

How Zephyr is improving customer service

21 Jun, 2012
There have been great changes taking place at Zephyr Associates relating to our customer service. Over the last couple of years based on Zephyr’s “Voice of the Customer” feedback, we have been striving to create the best customer service experience possible. Take a look below at the exciting new things happening at Zephyr.

Uploading Custom Returns: StyleADVISOR and Zephyr OnDEMAND play well with Excel

23 May, 2012
Have you ever felt limited by other financial programs when working with your custom data? Or, does the process take too long for your busy schedule? Well, this is a problem that we have solved in StyleADVISOR and Zephyr OnDEMAND with the help of Excel.

Using Annotation Tools in StyleADVISOR

19 Feb, 2016
A common question among Zephyr StyleADVISOR users is, “How can I display the ending dollar value for my manager on the Growth of $100 chart?” We will go over adding the final cumulative dollar value to your graph using the annotation tools menu. Annotation tools allow you to add shapes, text boxes, lines, arrows and images onto a Zephyr StyleADVISOR graph or table.

StyleADVISOR: Formatting Chart Layers

15 Mar, 2016
This blog post will discuss formatting the different chart layers used to build Zephyr StyleADVISOR charts. Each chart in Zephyr StyleADVISOR is made up of several layers. Each layer of a chart can be customized with a different color, border or image.

StyleADVISOR: Centering Intercepts

28 Apr, 2016
One of the most popular graphs used in Zephyr StyleADVISOR is the Risk/Return graph. Users often ask how to center the vertical and horizontal intercept lines on this graph. When the Risk/Return graph is pulled into a report from the gallery, by default the vertical and horizontal intercept lines are skewed on the X and Y axis to the benchmarks return and risk values. For most, this is not the desired look. In this post, we will cover how to center the intercept lines to give the Risk/Return graph a cleaner look for your reporting.

iMoneyNet Indices Now Available

07 Jun, 2016
Informa Investment Solutions is pleased to announce that we have enhanced our monthly index database with the addition of 103 iMoneyNet indices. iMoneyNet, part of Informa Business Intelligence Inc., and a sister company of Informa Investment Solutions, is the leading provider of money-market mutual fund and enhanced cash information - serving institutional clients worldwide.

How to create an equally weighted composite inside of Zephyr StyleADVISOR

18 Oct, 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.

New to Zephyr OnDEMAND? Learn how to Generate Reports.

14 Mar, 2017
This blog post is the first of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. Zephyr OnDEMAND (ZOD) is Informa Zephyr’s current online product. This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location that they have an internet connection. This post will go over how to generate a report on ZOD.

New to Zephyr OnDEMAND? Learn how to Create Blends.

22 Mar, 2017
This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. ZOD is Informa Zephyr’s current online product. This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location where they have an internet connection. This post will go over how to create blends and use those blends in reports on ZOD.

New to Zephyr OnDEMAND? The Analytics Center.

29 Mar, 2017
This blog post is the final post of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. The first blog titled “New to Zephyr OnDEMAND? Learn how to Generate Reports”, discusses the steps for generating your compliance approved reports on ZOD. The second blog titled “New to Zephyr OnDEMAND? Learn how to Create Blends”, discusses the steps for creating blends and using those blends in reports on ZOD. This post will go over how to use the Analytics Center.

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