Zephyr

📊 Master Portfolio Performance & Benchmarking | Training Session Join us on May 28th for an in-depth exploration of performance reporting modules and workflows! In this comprehensive session, you'll learn how to: • Configure total portfolio benchmarks • Manage classification level benchmarks • Create custom static benchmarks • Build and edit consolidated portfolios • Navigate Portfolio Admin module effectively Register here >> http://spr.ly/6044NUhA4 *Module availability varies by company and user roles* #Zephyr #performance #benchmarking #training

🎯 Tune in to the latest episode of Zephyr's Adjusted for Risk Podcast This episode features Joseph Mallen, CEO of Modelist, who joins Ryan Nauman to explore the dynamic world of wealth management!🎧 Key insights include: • Evolution of model portfolios • Scaling customized investment solutions • Technology's role in enhancing client experiences • Strategic approaches to market uncertainties • Platform models and brand identity Whether you're a financial advisor looking to enhance your practice or an industry professional interested in the future of wealth management, this episode offers valuable perspectives on aligning investment solutions with client objectives. Listen now: http://spr.ly/6042NaI82 #Zephyr #WealthManagement #FinancialAdvisors #ModelPortfolios #InvestmentStrategy #WealthTech

When markets get emotional, stay rational 📈 Fascinating research reveals a critical insight: during market chaos, traditional diversification fails us when we need it most. Why? Because human emotions drive correlations up when panic sets in. Behavioral economics offers a better path forward. Advisors must: 👉🏻 Recognize emotional decision traps 👉🏻 Guide clients to stay invested for long-term success 👉🏻 Monitor our own reactions to market swings The most successful investors aren't necessarily the smartest—they're the most disciplined. Want to leverage these insights for your clients? Zephyr's tools can help transform uncertainty into opportunity. Read more here from Ryan Nauman and James Langabeer, PhD >> http://spr.ly/6048NqJsy #Zephyr #BehavioralEconomics #InvestorPsychology #MarketVolatility #FinancialSuccess

🔥 The Rise of Separately Managed Accounts: 2025's Investment Game-Changer Move over, mutual funds and ETFs – SMAs are stepping into the spotlight! 💡 Why are wealth managers increasingly turning to SMAs? • Tax optimization opportunities • Portfolio customization • Direct ownership of securities • Enhanced transparency • Greater control over investment decisions Want to know why SMAs are positioned to dominate in 2025? Our Market Strategist Ryan Nauman breaks down the compelling reasons behind this shift and reveals why SMAs are becoming the go-to solution for sophisticated investors. Dive into the full analysis in our latest PSN outlook: http://spr.ly/6045NobrL #Zephyr #ETFs #SMAs #investment #wealthmanagement

Are "safe" investments in your portfolio truly secure? “How To Define Your Risk” (Ep. 2) uncovers shocking insights on stability misconceptions. Discover why some investments marketed as safe, like long-term treasuries, are experiencing up to a 45% drawdown. https://bit.ly/4ic26YN #AtoZephyr #Zephyr #FinancialInsights #WealthManagement #SmartStrategies

🌟 Last chance: Prices increase May 23rd! Join us at IMN's Real Estate Family Office Private Wealth West Forum at Waldorf Astoria Monarch Beach, June 5-6. Connect with 400+ attendees including 150+ family offices & 200+ investment managers. Premier networking for real estate deals. Register with our discount code to save 15% on your new ticket: http://spr.ly/6043NojRl Don’t miss the game changing gathering for your real estate deals and the family office connection! #IMNEvents #FOWest #RealEstateInvesting #FamilyOffice

🔥Crypto as an Asset Class - Expert Insights You Can't Miss! Curious about adding crypto to your investment portfolio but not sure where to start? The latest episode of Zephyr's Adjusted for Risk podcast tackles this head-on with special guest Martin Leinweber, CFA from MarketVector Indexes, expertly hosted by Ryan Nauman from Zephyr! Discover: 💡Strategic approaches to crypto investing 💡How Bitcoin and other crypto assets fit into diversified portfolios 💡Insights on balancing risk and opportunity in the crypto space 💡Practical guidance on crypto's role alongside traditional investments Don't miss this opportunity to gain clarity on one of investing's most discussed topics from true industry experts. Watch here 👉 http://spr.ly/6042Nqg6A #Zephyr #AdjustedforRisk #Crypto #investment #Bitcoin

💡 The Hidden Power of Annuities: Beyond Basic Retirement Planning Fascinating insights from our latest research reveal why annuities are becoming a game-changer in retirement portfolios: ✅ Peace of Mind Factor • 9 out of 10 clients report feeling protected against market volatility • Guaranteed income streams • Built-in portfolio protection 🌟 The Advisor Advantage • Strengthened client loyalty • Enhanced portfolio discussions • Deeper advisory relationships "86% of clients experienced improved portfolio diversification after adding annuities to their retirement strategy"💪 Are you leveraging annuities to their full potential in your practice? Discover how to transform your retirement planning approach >> http://spr.ly/6042NdCmO #Zephyr #annuities #retirement

How quickly can your capital recover after a significant loss? Join host Ryan Nauman as he chats with Randy Jones to explore the 'pain ratio' metric and its role in wealth management. Discover new strategies for smarter investments and capital recovery: https://bit.ly/4ctwVH6 #AtoZephyr #Zephyr #WealthManagement #InvestmentStrategies #FinancialGrowth

Join our upcoming success training on asset allocation & asset analysis 👇🏻 In this session you’ll learn how asset analysis is a powerful tool for performance, risk analysis, peer group analysis, style attribution, manager search and client reporting. Find out what else is in store >> http://spr.ly/6047NRNIV #Zephyr #assetallocation #assetallocation