Informa Solutions University

As part of our support services, you can gain training certification through Informa Solutions University (ISU), which is an educational entity offering various certification programs available to our customers. Certification in an Informa product, such as PSN Enterprise, Zephyr StyleADVISOR or PerformanceIQ (formerly Investment Scorecard), ensures you have the appropriate training and/or demonstrated proficiency in a given product by passing a certification exam as designed and graded by an instructor of the university. Each certification program can have one or more levels of certification as outlined below.

Learn About Certification

PSN Enterprise
Zephyr StyleADVISOR
PerformanceIQ (Scorecard)

PSN Enterprise Certification Program (2 Sections Required)

*Full day regional training courses are available to cover all sections. See "Prepare for Certification" below.

Introduction to PSN Enterprise
Certificate holder needs to demonstrate proficiency and understanding of:

  • PSN User License / Access and Sharing Information.
  • Available Data in PSN
  • Data and System Update Schedule
  • PSN Features and Functions
  • System Wide Settings
  • User Navigation / How-to includes:
    • How to create graph templates
    • How to create batch reports
    • How to create universes and custom subsets
    • How to create hypothetical portfolios and index blends

Expanding Knowledge of PSN Enterprise

Certificate holder needs to demonstrate proficiency and understanding of:

  • Application of PSN Features and Functions
  • Benefits of using primary features and functions
  • Incorporating Case Studies to Re-Enforce Meaningful PSN Usage. Case Studies include:
    • Creating a graphic presentation
    • Conducting a manager search and applying graphics for comparison analysis
    • Conducting a hypothetical portfolio study and applying graphics for comparison analysis
    • Creating a custom factsheet.


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Zephyr StyleADVISOR Certification Program (4 Sections Required)

*Full day regional training courses are available to cover all sections. See "Prepare for Certification" below.

Manager Analysis

Certificate holder needs to demonstrate:

  • Basic knowledge of the application.
  • Building custom reports with the charts and tables you want.
  • Changing colors of manager symbols and/or lines.
  • Changing managers, benchmarks, style basis, peer groups, and cash equivalents.
  • Management reports:
    • How to generate firm and product data/narrative profiles.
    • How to create graph templates.
    • How to create universes and custom subsets.
    • How to create performance driven reports and exporting to Excel.
    • How to create hypothetical portfolios and index blends.
    • How to create and upload proprietary data into Zephyr StyleADVISOR.

Manager Search

Certificate holder needs to demonstrate:

  • Effectively navigating the Manager Search.
  • The ability to screen managers on any combination of quantitative and qualitative investment criteria.
  • Sorting managers in the search table.
  • Exporting manager information.
  • Running historical analysis after successfully screening managers.

Custom Data

Certificate holder needs to demonstrate:

  • Knowledge of custom files.
  • Uploading performance.
  • Building blends.
  • Building universes.
  • Building style bases.
  • Building equally-weighted composites.

ReportVIEW / Dynamic Text

Certificate holder needs to demonstrate:

  • Basic knowledge of the ReportVIEW feature.
  • Basic knowledge of Dynamic Text.
  • Basic formatting.


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PerformanceIQ (Scorecard) Certification Program (2 Sections Required)

*Full day regional training courses are available to cover all sections. See "Prepare for Certification" below.

Core Functionality of PerformanceIQ

Certificate holder needs to demonstrate proficiency and understanding of:

  • Basic navigation within the site
  • User Profile Settings
  • Detailed portfolio allocation and performance data, including drill-down capabilities, changing dates and benchmarks, and accessing return research
  • Presentation Center
  • Change requests and issue resolution
  • Management reports:
    • How to use management reporting for a global view of all portfolios
    • Customization

Advanced/Admin Functionality of PerformanceIQ

Certificate holder needs to demonstrate proficiency and understanding of:

  • Report Library
  • Asset Verification Reports
  • Activity Reports
  • User logins, entitlements, and assignments
  • Consolidated portfolios
  • Sample portfolios
  • Benchmark management at the institution and portfolio levels
  • Non-discretionary assets
  • Institution profile settings


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Prepare for Certification

Informa Solutions University offers regional classroom training to help you prepare for certification tests. 

If you are already a proficient user of PSN Enterprise, Zephyr StyleADVISOR and/or PerformanceIQ, or if you have received formal training in the past, you may be able to skip ahead and go straight to the testing process. For more information on the testing and certification process, see "Become Certified" below.

Become Certified

You will need to pass the required tests per product certification level(s) of your choice. To request a product certification test, email info@informais.com and indicate if you'd like the PSN Enterprise, Zephyr StyleADVISOR and/or PerformanceIQ certification test.

Cost to Become Certified

Certification is available at no cost.

Benefit to Certified Recipients

  • Confirmation of product knowledge and proficiency.
  • Auto-invite Informa Solutions University LinkedIn webpage and discussion group.
  • Auto-invite future beta trial offer of certified product.
  • Be the first group to participate in future product enhancement review.

Certification Program Agendas

Date Location Venue Types of Training Zephyr StyleADVISOR Trainers PSN Enterprise Trainers PerformanceIQ (Scorecard) Trainers Register
05/18/17 Dallas, TX MicroTek - Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre
Suite 300
Dallas, TX 75240 
Zephyr StyleADVISOR Paul Gay, Siri Allen N/A N/A Register
06/15/17 Los Angeles MicroTek - Los Angeles (El Segundo, CA)
222 N. Sepulveda Blvd
Suite 1240
El Segundo, CA 90245 
Zephyr StyleADVISOR John Regin, Emily Koontz N/A N/A Register
06/20/17 New York, NY MicroTek
180 Maiden Lane
Suite 1102
New York, NY 1003
Zephyr StyleADVISOR Danielle Morellino, Tiffany McKenzie N/A N/A Register
09/21/17 Chicago, IL MicroTek - Chicago
230 W Monroe Street
Suite 900
Chicago, IL 60606 
Zephyr StyleADVISOR Frank Clark, Dominic Casey N/A N/A Register
10/19/17 San Francisco, CA MicroTek - San Francisco
655 Montgomery Street
Suite 400
San Francisco, CA 94111 
Zephyr StyleADVISOR John Regin, Emily Koontz N/A N/A Register

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