SMA Podcasts
A to Zephyr and Adjusted for Risk Podcasts
A to Zephyr is a podcast hosted by Zephyr's own market strategist, Ryan Nauman, which aims to cover contemporary industry topics from A to Z, through the lens of Zephyr. Topics include asset allocation, proposal generation, risk assessment and more.
Delve into A to Zephyr's discussions on asset allocation, alternatives and other contemporary wealth topics where experts delve into key economic indicators, risk-adjusted returns and market trends to empower managers and advisors in enhancing their investment strategies, further fostering stronger client relationships.
Other areas of discussion are set to include proposal generation and portfolio analytics. These discussions will further unveil effective strategies for crafting compelling investment proposals aligned with client objectives, leveraging the efficiency of Zephyr's financial services software. Identifying power of cutting-edge portfolio analytics tools provided by Zephyr and their impact on client portfolios from in-depth insights, to forecasting through methods such as Monte-Carlo simulations. Zephyr ensures managers with the tools to make informed decisions in the evolving industry of wealth management.
A to Zephyr episode 5, “Why You Should Embrace Separately Managed Accounts” discusses the profound power of Separately Managed Accounts with commentary and discussion from host Ryan Nauman, alongside Randy Jones and Nick Williams. This episode highlights the trend towards personalized investment strategies and how Zephyr’s state-of-the-art technology and the extensive PSN database are pivotal in this shift.
Follow the podcast here and wherever podcasts are available. Follow @zephyrinforma on X or @zephyrfinancialsolutions on Linkedin for new episodes.
Zephyr's Market Strategist, Ryan Nauman, provides insights and trends on what is making news in the investment industry from alternative investments and ETFs to crypto investments and Separately Managed Accounts (SMAs).
In this episode of Adjusted for Risk, Zephyr's Market Strategist, Ryan Nauman discusses how Separately Managed Accounts (SMAs) can free up more of a wealth manager's precious time and enhance the client experience. Ryan also outlines the characteristics of SMAs and the benefits of incorporating the investment vehicle in your client's investment portfolios.
Follow Adjusted for Risk here
Follow host Ryan Nauman on Twitter @LkTahoeBadger
