2025 is set up to be an interesting year for financial markets 💭 Equities have had a stellar 2-year run, Trump 2.0 commences, global central banks are cutting interest rates, and the U.S. economy remains resilient. Despite the positive momentum and tailwinds, 2025 is sure to provide some surprises, uncertainty and volatility, which will make it important to try and balance return opportunities and risk! Here, we explore five pressing questions that will help determine how financial markets fare in 2025 >> http://spr.ly/6046va5nq #Zephyr #financialmarkets #interestrates
Zephyr
Financial Services
White Plains, New York 1,657 followers
Plan. Invest. Monitor. Grow.
About us
Our award-winning technology generates a magnitude of complex data and simplifies it into one platform—empowering investment professionals with an edge for their clients. From optimization and simulation modules to customized proposals and presentations, Zephyr transforms projections into digestible intel. Investment professionals have unlimited access to powerful sorting, asset allocation, and statistical analysis. Knowing every client communication matters, our portfolio performance capabilities are unmatched. Whether utilizing preferred tools or taking advantage of every offering, a balanced and efficient workflow is guaranteed.
- Website
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https://informaconnect.com/zephyr
External link for Zephyr
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- White Plains, New York
- Type
- Public Company
- Founded
- 1976
- Specialties
- Separate Accounts, Manager Search, Investment proposal generation, Performance reporting software and services., Portfolio Analytics, Risk Management, and SMA Data
Locations
Employees at Zephyr
Updates
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🎄 Happy Holidays and Best Wishes for the New Year from the Zephyr team! 🎉 Wishing you and your loved ones a joyful holiday season. Here's to a bright and successful New Year! 🌟 #HappyHolidays
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As the year winds down, we’re celebrating by revisiting the top moments from the Adjusted for Risk podcast this year! 🚀 In this special Best Of episode, we’ve curated the conversations, insights, and standout stories that resonated most, in the wealth and investment management space. Thank you to our incredible guests, our listeners, and everyone who’s supported Zephyr in 2024. Here’s to even more thought-provoking conversations in 2024! 🥂 Watch the Best of Adjusted for Risk here >> http://spr.ly/6049QQ37N #AdjustedforRisk #Zephyr #wealthmanagement #investment #podcast
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Tips for closing the generational gap 👇💡 In this episode of Adjusted for Risk, Ryan Nauman is joined by James Langabeer, PhD, ChFC, Managing Principal at Yellowstone Wealth Advisors and Author of “The Quest for Wealth: Six Steps for Making Mindful Money Choices”! James shares some insight about the wealth transfer, the most dominant emotion impacting investing and why "wealth is not a number"... Watch the full episode to hear more >> http://spr.ly/6040QQGw6 #Zephyr #AdjustedforRisk #investing #wealth
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🌟 ‘Tis the Season to Invest Wisely! 🎄 The holiday season isn’t just about shopping—it’s also a prime time to explore market opportunities. From the famed Santa Claus Rally to holiday-driven consumer trends, these months offer insights into economic health and investment strategies. 🛍️📈 Discover how retail performance, consumer spending, and tax strategies create unique opportunities for savvy investors. Dive into the key trends shaping this year’s festive market buzz! 🎁💼 Read more: http://spr.ly/6048Qthoy #Zephyr #Investing #SantaClausRally #HolidaySeason #FinanceTips
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The best of Zephyr’s Adjusted for Risk podcast ✨🎬 Over the past year, Zephyr’s Market Strategist, Ryan Nauman, has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space. We’ve compiled some of the best moments over the past year for you in this ‘Best of’ episode! You’ll hear from: • David Albrycht, CFA, Newfleet Asset Management • Ed Slott, CPA, Ed Slott and Company • Ric Edelman, CBDA, Digital Assets Council of Financial Professionals • Dana M. D'Auria, CFA, Envestnet, Inc • Jim Jackson, Victory Income Investors, a Victory Capital Investment Franchise • Dr. Chris Geczy, Ph.D., Forefront Analytics • Walker Williams, Lido Advisors, LLC Thank you to all of our guests and listeners! Enjoy the episode here >> http://spr.ly/6044QebFk #Zephyr #AdjustedforRisk #podcast #wealth #investment
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What you need to know about investing during the holidays 👇💡 While the holiday shopping season is associated with shopping, holiday parties and festivities, it can also be a good time for financial advisors to locate good investment opportunities for their clients, including investment strategies like investment opportunities and the famed Santa Claus Rally. Take a read as Ryan Nauman delves into this! Prepare yourself for the holidays >> http://spr.ly/6044QVwf0 #Zephyr #investing #wealthmanagement
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What benefits do alternative ETFs bring to investment portfolios? 💭 Dan Petersen, CAIA, CMT, Director, Product Management at New York Life Investments joins Ryan Nauman for this episode of Adjusted for Risk! Dan talks about the impact alternative ETFs have on the alternative investment space and investment portfolios and also provides some great examples of different alternative investment strategies that can help hedge risk through ETFs and maybe illiquid investments aren't a bad thing. Here's a sneak peek of his insights... Watch the full episode now to hear more 🎧 >> http://spr.ly/6049QViyF #Zephyr #AdjustedforRisk #ETFs #alternativeinvestments
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Investors are demanding more personalized investment options and transparency💡 In this episode of A to Zephyr, we discuss the importance of personalization and how financial advisors can meet these demands. Listen in now to learn about the growing need for customized investment vehicles and how to offer them at scale 🎧 >> http://spr.ly/6042QHT7Q #AtoZephyr #Zephyr #personalization #investment
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We've released our PSN Top Guns List for Q3 2024 ⭐ Take a read as we highlight the best-in-class separate accounts, managed accounts and managed ETF strategies >> http://spr.ly/6049QHV4z #Zephyr #PSNTopsGuns #ETFs #SMAs